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

06/03/2026

By layering depreciation, safe harbor deductions and cost segregation strategies, real estate investors can legally reduce taxable income and significantly increase the after-tax cash flow they keep from their rental properties.

06/02/2026

The rollout of AI into financial accounts highlights a growing tension around AI financial assistants: Consumers may like the idea of more personalized money guidance, but many remain uneasy about sharing sensitive financial information with conversational AI systems.

06/02/2026

It may be fun, but replying to “smishing” texts can confirm your number is active, expose personal details and make you a target for future fraud.

06/01/2026

Work was the one social place left in America. Then came AI.

05/31/2026

Interest rates for long-term Treasury bonds have surged to levels last seen in 2007. Here's what to watch in the coming days.

05/30/2026

The gap between the market’s earnings yield and bond yields has narrowed, a measure that has at times predicted subpar stock returns.

05/29/2026

The TikTok middle class is thriving.

05/28/2026

Households with median incomes are far short of being able to afford the payments on median houses, according to an index of home affordability. Forecasters at Oxford Economics expect home affordability to continue to decline over the next decade.

05/27/2026

With long-term Treasury yields at their highest level since before the financial crisis, the case for shifting more of a portfolio out of stocks is stronger.

05/26/2026

Federal Reserve data shows 35-to-44-year-olds had a median annual household income of $86,473 in 2022. When broken down by worker, the median annual income in the age group as of 2025 was $72,020.

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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