• Salvio Pacheco Square
  • Financial Planning

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    BALANCE
    Helping. Counseling. Transforming.

    As the nation’s non-profit financial coach for more than 45 years, we’ve been helping people achieve fiscal peace of mind.
    1655 Grant St., Suite 1300
    Concord, California 94520
    Merrill Lynch Bank of America - Patrick Kim
    Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
    1331 N. California Blvd. #400
    Walnut Creek, CA 94596