Van Kesteren Capital Management
Fax: (925) 412-4488
Business hours
| Monday | 6:00am to 5:00pm |
| Tuesday | 6:00am to 5:00pm |
| Wednesday | 6:00am to 5:00pm |
| Thursday | 6:00am to 5:00pm |
| Friday | 6:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
As a CERTIFIED FINANCIAL PLANNER™, I assist individuals and companies in providing comprehensive wealth management planning. This comes in the form of creating portfolios and planning strategies to help work towards specified financial goals, unique to each client. I have worked on behalf of clients for 25 years, both in a branch managerial role and as an advisor. As a CFP, I assist clients in areas of:Retirement Planning, Investment Planning, Income Tax Planning Strategies, Financial Planning, Company Retirement plans, Insurance Planning and Risk Management, (Annuity and Life Insurance reviews), Employee Benefits Planning and Estate Planning.
| Tags | Portfolio Management, Financial Planning & Investments, Annuities, Investment Strategies, Retirement Planning |
| Products | Retirement Planning, Profit Sharing Plan, Tax Efficient strategies, Insurance Planning, Portfolio Management |
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