Frontier Wealth Strategies

Frontier Wealth Strategies Fiduciary & Independent CFP® professionals with no ties to banks, insurance companies or investment f Frontier delivers just that! Registered Representative.

How Frontier helps our clients:

We live in a global economy and a complex world. The onus will increasingly be on the individual to be in charge of their own financial destiny. The events over the past few years have shown that financial institutions have not had their clients’ interest at heart. This justifiably has led to inertia on clients behalf because they do not know where and whom to turn

to in order to get solid and unbiased advise. Now, more than ever, people need assistance with their financial planning - and they need it from someone they can trust and who has their interests at heart. As independent Certified Financial Planner™ professionals we offer customized financial planning. Clients' deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to any investment firm, bank or insurance company can provide. Our client services include, but are not limited to the following areas:

Financial Planning
Executive Planning
Retirement Planning
Investment Strategies
Tax Strategies°
Protection Planning; such as Life, Disability Income & Long Term Care
Estate Planning°

°Neither Frontier or its representatives provide tax services or legal advice. Clients should consult their tax or legal advisor concerning their specific situation. Securities offered through Whitehall-Parker Securities, Inc., a broker-dealer, Member FINRA/SIPC. 477 Pacific Avenue, 2nd Floor, San Francisco, CA 94133. Whitehall-Parker Securities, Inc. and Frontier Wealth Strategies Inc. are not affiliated.

Finally off to Honolulu, Hawai’i! 😎2 days late because thermostat in cargo wasn’t working on Friday 🥶😱🥵
12/21/2025

Finally off to Honolulu, Hawai’i! 😎

2 days late because thermostat in cargo wasn’t working on Friday 🥶😱🥵

The advantage of an early morning flight: a gorgeous Bay Area picture.
12/02/2025

The advantage of an early morning flight: a gorgeous Bay Area picture.

When Sebastian started college I visited Bordeaux and bought one of my absolute favorite wines to celebrate when he grad...
06/10/2025

When Sebastian started college I visited Bordeaux and bought one of my absolute favorite wines to celebrate when he graduated. Fortunately, he did a doctorate so yesterday we finally got to enjoy it and it was the best wine i ever had - simply superb. It was not the most expensive wine I have ever bought but it was the most expensive that I have ever drunk.

When in Hawaii…😎
05/18/2025

When in Hawaii…😎

Being able to spend Mother’s Day with your mother when a continent separates you is indeed precious.
05/12/2025

Being able to spend Mother’s Day with your mother when a continent separates you is indeed precious.

02/22/2025
Buy stocks for the long term. The worst thing you can do is pull out as soon as your stock starts to lower because you a...
09/08/2023

Buy stocks for the long term. The worst thing you can do is pull out as soon as your stock starts to lower because you are getting cold feet. The best investors KNOW there are going to be downturns, and they ride it out. If you don't have the patience for this, or you experience anxiety and emotional attachment to your investment decisions, it's a clear sign it's time to hand it over to a professional.

Your investments are your FUTURE. The best thing you can do for that future is hire someone who knows where to put your money and when, and is able to make decisions from a place of logic instead of emotion.

You wouldn't try to fix your own broken bone, you would go to a doctor. A financial professional is a doctor for your finances.

Ready to invest for the long term? Let's talk 👉 https://www.frontierwealthstrategies.com/contact

Address

1990 N California Boulevard
Walnut Creek, CA
94596

Telephone

+19252550004

Website

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