Van Kesteren Capital Management
About the Business
Van Kesteren Capital Management is a trusted finance institution located at 1350 Treat Boulevard in Walnut Creek, California. With over 25 years of experience, we have been providing valuable resources to individual clients and business entities. Our investment philosophy is centered around understanding the unique needs of each client and focusing on achieving their specific goals and objectives.
As a performance-driven institution, we are committed to the success of our clients. Greg Van Kesteren, a CERTIFIED FINANCIAL PLANNER™ professional, leads our team in providing comprehensive financial planning, wealth management strategies, and personalized investment portfolio creation. We follow a fiduciary standard, ensuring that our clients' best interests are always our top priority.
Our tailored investment portfolios and evolving strategies help clients plan for a successful future, especially in retirement. We emphasize both growing and preserving assets, serving as trusted advisors every step of the way.
To schedule a review or learn more about our services, you can reach us at the contact information provided. As a referral-only advisor, please let us know who recommended us so we can express our gratitude.
Van Kesteren Capital Management is associated with LPL Financial and Mariner Independent Advisor Network, LLC. Our team holds various registrations and certifications, ensuring that we provide expert financial guidance and services to our clients. We are also a member of the NFLPA Registered Player Financial Advisor and offer life insurances in multiple states.
For more information about our team and services, please visit our website and check the background of our investment professional. Thank you for considering Van Kesteren Capital Management for your financial needs.
Photos
Location & Phone number
1350 Treat Blvd 3rd Floor, Walnut Creek, CA 94597, United States
Hours open
Monday:
6:00 AM - 5:00 PM
Tuesday:
6:00 AM - 5:00 PM
Wednesday:
6:00 AM - 5:00 PM
Thursday:
6:00 AM - 5:00 PM
Friday:
6:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have entrusted my investments to Greg Van Kesteren for years. He is thorough and understands my long term goals. I have seen consistent returns."
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