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Charles A. Putney, CFP®, EA

Putney Financial Advisors

1243 Alpine Rd
Ste 219
Walnut Creek, CA 94596
Phone: (925) 932-2612
Fax: (925) 932-2118

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Household Income Minimum: $95,000
Investable Asset Minimum: $200,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.