Arbor Wealth Management of Walnut Creek
BizScore
Contact Information
-
Address
2700 Ygnacio Valley Rd STE 275, Walnut Creek, CA, 94598 -
Phone
(925) 947-0900 -
Website
arborwealth.com
Location
About Arbor Wealth Management of Walnut Creek
Arbor Wealth Management of Walnut Creek is a wealth management firm in Walnut Creek, CA. Founded in 1993 by Steve Aguiar, the business operates as a family-owned practice that has grown to include four advisors. The firm specializes in risk management and financial planning, offering specific services in investment management, insurance protection, and getting clients on track with their financial goals. It serves families across California, emphasizing relationships that last and guiding clients through their financial journeys. The business holds a perfect 5.00 rating based on client reviews.
The team includes Steve Aguiar, the principal and founder, who has thirty years of experience in financial services and previously served as an advisor for SIFE Trust Fund. Adam Bagherian joined in June 2016 and holds a Certified Financial Planner designation as well as a Certified Kingdom Advisor credential, bringing values-driven guidance to client relationships. He previously worked with MetLife Securities and holds a dual bachelor’s degree in Business Administration and Biblical Studies from Azusa Pacific University. Phillip Dutra has been an advisor since May 2016, having previously served as a financial planner with MetLife Securities. Ryan Aguiar joined in 2019 after studying Business Management Economics at the University of California Santa Cruz and interning with the firm during his summers.
The office is located at 2700 Ygnacio Valley Rd, Suite 275. It sits directly on Ygnacio Valley Road, about a tenth of a mile from the road’s main stretch. The Shadelands Ranch Historical Museum is nearby, just 61 meters away. The area also includes the COPA Soccer Training Center, which is about a third of a mile from the office.
Arbor Wealth Management of Walnut Creek combines three decades of market experience with a small, dedicated team of advisors. This approach allows the firm to provide personalized financial planning and risk management tailored to the specific needs of families in the Walnut Creek area.