Kristin Bartlow

Kristin Adelson Bartlow

Wealth Management Advisor

  • CFP®
  • CLU®
  • RICP®
  • CLTC®
  • ChFC®
FINRA BrokerCheck
100 Pringle Avenue, Suite 505
Walnut Creek, CA 94596
925-296-5411 415-733-6742 Visit my website

About my practice

We take the fear out of the unknown by educating, motivating & empowering our clients to implement a plan for a lifetime of financial security. Our team offers a personalized approach to financial planning. We will help you identify & prioritize your goals, and then develop a customized action plan with strategies that align with your values. We look forward to getting to know you!

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