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TOP 30 High net worth financial services in Concord, CA
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John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC
John Castaneda is a Financial Advisor at Ameriprise Financial Services, LLC located at 1320 Willow Pass Road in Concord, California, United States. John holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone with specific financial needs, John Castaneda can provide you with personalized financial advice and guidance to help you achieve your financial goals. Contact John today for professional financial services tailored to your unique situation.
Volkar David CPA
Volkar David CPA is a reputable accounting and finance institution located at 2056 Colfax Street in Concord, California, United States. We understand the importance of knowing that your finances are in good hands, which is why we strive to provide professional services that cater to your specific needs and offer you peace of mind. Our team of experienced professionals offers flexibility and innovation in our solutions, keeping you informed every step of the way. With a combination of expertise, experience, and a team mentality, we ensure that each client receives the close analysis and attention they deserve. Our dedication to high standards, hiring seasoned tax professionals, and strong work ethic are the reasons why our clients continue to return year after year.
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