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TOP 30 Wealth transition strategies in Santa Rosa, CA
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Psych Strategies: Piner Bruce G PHD
Psych Strategies: Piner Bruce G PHD is a health institution located at 1160 North Dutton Avenue, Santa Rosa, California, United States. This psychotherapy group offers a wide range of mental health services to individuals, couples, families, children, and adolescents through in-person, virtual, and telehealth sessions. With over 35 mental health professionals, they are committed to finding a caring and experienced therapist that best suits the needs of each individual and family. They provide services for depression, anxiety, relationship issues, adolescent difficulties, life transitions, aging issues, domestic violence, bipolar disorder, couples counseling, parenting/teen issues, ADHD, and stress. During the COVID-19 pandemic, they offer services in person or via telehealth for the safety and comfort of their patients and therapists. They also stand against racism and any form of injustice in society, advocating for the rights and freedoms of all members of the community. Their team of licensed mental health professionals brings a wealth of experience and sensitivity to their work, offering therapy and counseling services to those in need.
Merrill Lynch Financial Advisor David Burritt
Merrill Lynch Financial Advisor David Burritt, located at 90 South E Street, Santa Rosa, California, is a finance institution dedicated to helping individuals, families, and businesses achieve their financial goals. As an Assistant Vice President, Financial Advisor at Merrill Lynch Wealth Management, David works closely with clients to establish comprehensive wealth plans tailored to their needs and objectives. With over 13 years of experience in the financial services industry, David brings a wealth of knowledge and expertise to help clients navigate their financial journey. Whether it's retirement planning, cash flow management, or investment strategies, David is committed to helping clients achieve their lifestyle and financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is dedicated to providing personalized service and innovative ideas to add value in the current economic environment. Outside of work, David enjoys spending time with his family and is actively involved in the community. If you are looking for a dynamic financial advisor to simplify your financial life or help you navigate life transitions, David Burritt is here to help you achieve your goals. Contact him today to begin your financial journey towards success.
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