The Walnut Creek Team
Serving the greater Walnut Creek, CA, area.
Talk to the team
Location
Walnut Creek, CA, 94596 (925) 658-5500
A team behind every plan
The Walnut Creek Team works to organize and simplify the financial planning for our clientele, including business owners, ultra-high-net-worth individuals, and families, allowing you to focus on what matters most. We believe clients appreciate our compassionate and caring approach, which is why we call our job “Love, with a little bit of math involved.” Our experienced team of advisors digs into your year-by-year cash flow, helping you map the tax implications of changing income and creating tax diversification, from contributions to distributions. Our team also supports the next generations of our clients’ families, with estate planning management, unlocking business value over time, and family inheritance plans. Reach out for an introductory meeting so we can discuss the potential benefits.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View All2026
InvestmentNews $100M Club: Top Female Advisors (2026)
2026
Forbes Best-In-State Wealth Advisors (2026)
2026
Forbes Top Women Wealth Advisors Best-In-State (2026)
2025
Forbes Best-In-State Wealth Advisors (2025)
2025
Forbes Top Women Wealth Advisors Best-In-State (2025)
2024
Forbes Best-In-State Wealth Advisors (2024)
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Walnut Creek, CA
1850 Mt Diablo Blvd STE 100
Walnut Creek, CA 94596
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Walnut Creek, CA
Walnut Creek, CA 94596
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Walnut Creek Team
What we’re thinking about
Staying Healthy in Your 60s, 70s, and 80s
Walnut Creek Market Series
Newsroom and Resources
View All18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors
34 Wealth Enhancement Advisors Recognized on the 2026 Forbes Best-In-State Wealth Advisors Ranking
10 Wealth Enhancement Financial Advisors Recognized on the 2026 Forbes Top Women Wealth Advisors Best-In-State Ranking
Debbie Pursey Named on Forbes 2024 List of Best-in-State Wealth Advisors
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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