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Home > Financial Planner Directory > California > Walnut Creek > Jeffrey R. Gall, CFP®, ChFC, CLU, CPA
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Jeffrey R. Gall, CFP®, ChFC, CLU, CPA

Jeffrey Gall Wealth Advisors

1350 Treat Blvd
Ste 390
Walnut Creek, CA 94597
Phone: (925) 937-6382
Fax: (925) 937-6377

Toll-free: (800) 877-7210

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Retirement
  • Starting a Family
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: Assets under management fees are based upon total household assets.

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