Top financial advisors working with LGBTQIA clients in Walnut Creek, CA

Nathan Sadowski is a financial advisor at Pacific Excel Wealth Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 11 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. for six years and has been associated with Pacific Excel Wealth Advisors since 2013. Nathan is also the owner of Pacific Excel Insurance Services, Inc., an investment-related business offering various insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm combines fundamental and technical analysis with diversified investment vehicles and offers tailored service tiers that include advanced planning and portfolio management.

Gary Gardner is a CFP® with 49 years of experience in the financial industry. He is currently with OneAscent Financial Services LLC and has previously worked at Life & Wealth Advisors, Inc. and Chauner Securities, Inc. Gardner has also operated his own firm, Gary Gardner & Company, since 1975. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Timothy Oshima is a CFP® with 13 years of experience in financial advising. He is the principal advisor at Acclaro Wealth Management, LLC, where he has worked since 2015, and he is also a co-owner of Simplera Benefits & Insurance Solutions. Outside of advising, he provides input on user interface and other aspects for a financial software development project. Acclaro Wealth Management offers investment management and financial planning to individuals, qualified retirement plans, trusts, and small businesses. The firm uses a disciplined approach that includes written Investment Policy Statements, ongoing monitoring, and a combination of fundamental, technical, and cyclical analysis, with implementation methods that may involve model portfolios, independent money managers, and wrap-fee arrangements.

William Leitch is a financial advisor at Casilio Leitch Investments with 21 years of industry experience. He holds a Series 66 designation and has been with Casilio Leitch Investments since 2014. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. Casilio Leitch Investments focuses on portfolio construction using a combination of top-down global economic analysis and bottom-up security evaluation, guided by Modern Portfolio Theory, primarily serving larger household portfolios.

William Harvey is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Walnut Creek, CA. His prior roles include positions at Lincoln Financial Advisors, Charles Schwab, Wells Fargo Investments, and Morgan Stanley DW Inc. Harvey operates Harmonic Wealth Management alongside his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services utilizing various model portfolios and third-party subadvisors, supported by advanced operational tools.

John Baggett is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he rents a room in his secondary residence to a friend. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Raymond Conboy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1998, beginning his career at Prudential Securities before joining Banc of America Investments in 2003, where he continues to provide financial advisory services. Raymond works with wealthy families, business owners, businesses, and non-profit organizations, assisting them in recognizing, understanding, and realizing their priorities and goals. His expertise encompasses areas such as divorce transition planning, services for endowments, foundations, and non-profits, investment consulting for defined contribution and benefit plans, LGBT wealth planning, liquidity management, philanthropic planning, socially responsible and ESG investing, and tax minimization. Raymond aims to preserve and grow his clients' assets leveraging the broad financial capabilities of Merrill alongside the banking services of Bank of America. Raymond earned an Associate's Degree from Galway Mayo Institute of Technology and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Originally from Ireland, he moved to the United States in his early twenties. Outside of work, Raymond engages in hiking, triathlons, open water swimming, music, refereeing soccer, and spending time with his family. He also volunteers with organizations in his community, reflecting his commitment to community involvement.

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Discover The Freedom Of Financial Clarity with Orchard Financial Group! At Orchard Financial, we empower you financially in a judgment-free zone, providing practical guidance in a welcoming and inclusive environment. Ideal for individuals and families who appreciate clear, straightforward advice in a relaxed setting where you're safe and valued. Are We the Right Fit for You? We're experts in supporting queer individuals and families with specialized knowledge in LGBTQ+ financial areas such as estate planning, family planning, and gender-affirming care costs. We also serve non-queer families looking for a personalized and non-judgmental approach to financial planning. Facing unique challenges or seeking direct financial guidance? Contact us to see how we can assist you. How Can We Work Together? The Total Package: Designed for those with substantial assets, this service offers thorough financial planning and investment management. Benefit from clear, actionable advice and a dynamic, evolving roadmap. Regular check-ins help us focus on growing your wealth with steadfast support. Makin' Money Moves: Ideal for clients needing a one-time, comprehensive financial plan. We begin with a detailed strategy session and support you in implementing it. Over three months, we'll develop a customized financial strategy with a clear action plan and success roadmap. Project Work: With our tailored project-based services, you can target specific financial goals. Whether you're making a significant purchase or optimizing savings, we provide personal, actionable strategies tailored to meet your needs. Orchard Financial Group is a proud woman-owned, queer-owned, and Certified LGBTBE® business. As a fee-only fiduciary and independent advisor, we commit to unbiased, trustworthy advice without any commission. Together, let's balance your finances with your dreams.