Napa Valley Wealth Management 7 Crow Canyon Court Category: Certified Financial Planners
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More Contacts Of Napa Valley Wealth Management
(925) 827-4393 (Local Office)
(925) 691-5464 (Fax)
Company representatives
Phone: (888) 883-3222
Email: moc.mwvapan@ofni
Sara Aikman, Client Services Manager
Phone: (888) 883-3222
Email: moc.mwvapan@namkias
Bobby Seibert, Client Fulfillment & Services
Phone: (925) 827-4393
Email: moc.mwvapan@trebiesb
Kelly Crane, Chief Investment Officer, CFP, CFA, CLU
About Napa Valley Wealth Management
Comprehensive Financial Planning, Retirement Planning, Investment Management, Insurance, Estate Planning, Charitable and Planned Giving
We're a CERTIFIED FINANCIAL PLANNING firm with three locations in the North and East Bay areas, and we've been in business for over 25 years. As CFP's we do much more than manage investments. Our approach is holistic; we help coordinate your entire financial life (taxes, income needs, retirement planning, investments, estate tax coordination, asset protection, and more) to ensure it all works synergistically.
We act as your head coach and coordinate with the rest of your financial team (CPA, Attorney, etc.) to ensure there are no gaps or holes in your long-term plan. The goal is help you maximize your returns while minimizing risk.
Complimentary Consultation
We'd be glad to meet with you free-of-charge to discuss your unique financial situation and future goals.
Products and Services
- Financial Plans
- Retirement Plans
- Tax-Efficient Investments and Plans
Opening Hours
Open Monday-Friday 8:30am until 5pm. Closed on Stock Market holidays.
- SundayCLOSED
- Monday8:30 AM to 5:00 PM
- Tuesday8:30 AM to 5:00 PM
- Wednesday8:30 AM to 5:00 PM
- Thursday8:30 AM to 5:00 PM
- Friday8:30 AM to 5:00 PM
- SaturdayCLOSED
Business categories
- Pension and Retirement Plan Consultants
- Chartered Life Insurance Underwriters
Location Type
Branch
Revenue
$725,000 - $750,000
Employees
5 to 9
Years In Business
40
Memberships
- Financial Planning Association
Rating
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