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Stephen L. Catton, CFP®

Merrill Lynch

1331 N. California Blvd.
Suite 700
Walnut Creek, CA 94596
Phone: (925) 866-2430
Fax: (925) 866-2469

Toll-free: (866) 250-6722

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

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.