David Bobrowsky, Certified Financial Planner

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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

10/15/2026

As AI makes it easier for money to move, banks may have to compete less on customer inertia—and more on offering depositors a fair return.

10/14/2026

A new type of mortgage loan—based on potential rental income, not the borrower’s wealth—is helping real-estate investors buy and renovate homes.

10/13/2026

Only 10% of people feel fully in control of their technology, a new study finds. Here's why that matters for workers and companies and what organizations can do.

10/13/2026

Worried about tariffs and trade disputes between the U.S. and Canada? Learn how trade war tensions may impact key stock sectors and your portfolio strategies.

10/12/2026

The world has never been richer on paper—but with asset values and debt rising faster than the real economy, interest rates may hold the key to what comes next.

10/11/2026

Investors are evaluating strategies involving short-term fixed income, cash-flowing equities and paying down variable-rate debt. The next Federal Reserve policy meeting is scheduled for October 27–28.

10/10/2026

We explore what a family constitution is, what it typically covers, and how families can build one that genuinely shapes the way they operate for generations to come.

10/09/2026

More income doesn’t always mean less financial stress: a new survey finds that Americans earning $100,000 to $300,000 feel less stretched than both lower earners and those making more than $300,000.

10/08/2026

Retirees Stephen and Karen Kreider Yoder share how they have kept rising prices from ruining their retirement by using their time to save money.

10/07/2026

Many Americans have no idea they're making two big mistakes with their retirement savings, one investment strategist says.

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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