Walnut Creek, CA South Main Office

Team
Updated today

Client AUM

$156,039,000,000

Clients

61,002

Advisors

3

Of 1,035 advisors across 255 offices

Location

1600 South Main Suite 220

Walnut Creek CA 94596

Advisors at this office

3

Advisors at this office

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Timothy W

CFP®, Series 63

Walnut Creek, CA

Focus Partners Wealth, LLC

Timothy Wochok is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Asset Management, and several firms affiliated with Loring Ward. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Antoinette C

Series 63, Series 65

Walnut Creek, CA

Focus Partners Wealth, LLC

Antoinette Carmona is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, Foreside Financial Services, LLC, and Buckingham Strategic Partners. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jay W

Series 65

Walnut Creek, CA

Focus Partners Wealth, LLC

Jay Wirig is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including The Colony Group, Buckingham Asset Management, and PensionOne Advisors. Jay’s background also includes experience with CPA firms and payroll services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad range of asset classes and strategies, with an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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