Financial Planning

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Helping. Counseling. Transforming.

As the nation’s non-profit financial coach for more than 45 years, we’ve been helping people achieve fiscal peace of mind.
1655 Grant St., Suite 1300
Concord, California 94520
Merrill Lynch Bank of America - Patrick Kim
Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
1331 N. California Blvd. #400
Walnut Creek, CA 94596