DABK Financial Planning Services
1007 Villa Nueva Drive, El Cerrito, California, United States
About the DABK Financial Planning Services
DABK Financial Planning Services, located at 1007 Villa Nueva Drive in El Cerrito, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. Our advisors adhere to the fiduciary standard of care, always putting the client's best interests first.
We offer affordable and conflict-free hourly or flat-fee financial planning advice to help you secure the financial well-being needed to reach your non-financial goals. Our advisors are Certified Financial Planners® (CFP®), Registered Investment Advisors (RIA), and members of The National Association of Personal Financial Advisors (NAPFA).
At DABK Financial Planning Services, we specialize in advising on a wide range of topics to help you make informed decisions about your financial future. Contact us today for more information and to request a copy of our Investment Advisory ADV Part2A brochure.
1007 Villa Nueva Dr, El Cerrito, CA 94530, United States
Opening hours of DABK Financial Planning Services
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 17:00
Sunday:
Day off
Reviews of DABK Financial Planning Services
"We're very grateful to have found Daryoosh. He has a great approach which starts with an insightful life planning, values identification exercise that grounded the process. He also talked us out of paying for a more costly financial plan and instead guided us through a very thorough financial health check-up. During this time we got all our questions answered, learned a ton and got mutual fund recommendations. We are already seeing returns on the small investment of our initial $400/2-hour session. Thanks to the financial peace of mind and guidance from someone we can trust, we've already happily recommended DABK to family and friends."
"DABK takes excellent care of our family finances."
"I got excellent financial planning advice on all issues related to being a small business owner. I highly recommend him!"
"A trustworthy, competent and caring advisor focused on giving valuable advise specific to my financial situation - very helpful! Reasonable fee."
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