David Bobrowsky, Certified Financial Planner

David Bobrowsky, Certified Financial Planner As a Certified Financial Planner® practitioner, I develop comprehensive financial planning strategies to help clients achieve their goals.

Financial Services in Walnut Creek

09/02/2026

Here's a framework that satisfies both the head and the heart.

09/01/2026

From tokenmaxxing to something more normal.

09/01/2026

AI may be changing how people plan for retirement, but what's the best way to use it?

08/31/2026

New research from emlyon's Christophe Haag finds emotionally intelligent people feel just as much envy. How you respond to envy is what sets you apart.

08/30/2026

Is the September Effect real? Discover historical market data behind stock performance in September, why autumn volatility occurs, and strategies for investors.

08/29/2026

Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901.

08/28/2026

Retirement contributions are growing faster for Gen Z than any other generation.

08/27/2026

The 4% rule for retirees is easy enough to understand in theory: withdraw that much of your portfolio per year, and your money should last you through retirement. But what does that look like in practice?

08/26/2026

The 60/40 portfolio has been the subject of much hand-wringing in recent years. So, what's an investor to do? The solution is "unglamorous": Know what you own.

08/25/2026

People who switch employers a lot are often seen as red flags. New evidence suggests they get up to speed much faster than others.

Address

1990 N. California Boulevard , 8th Floor
Walnut Creek, CA
94596

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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