Walnut Creek, CA
Meet Our Advisory Team
1676 North California Boulevard, Suite 200, Walnut Creek, CA, 94596, USA
Our Bay Area-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. If you're searching for a financial advisor in Walnut Creek, CA our team is ready to support your financial goals.
Litman Gregory Wealth Management is very excited to share that we have joined Beacon Pointe Advisors.
As always, our team is here to serve you in any way we can. Thank you again for the continued confidence you have placed in us as your trusted advisor.
Our Walnut Creek Advisory Team
Managing Directors
Anthony Guerrerio, MBA
Partner, Managing Director
Chris Wheaton, CFP®
Partner, Managing Director
Craig Keller, CFA®, MBA
Partner, Managing Director
Jennifer Ceccarelli, CRCP
Managing Director
John Baxman, CFP®
Partner, Managing Director
Lesley Cannan, CFP®, CPWA®, AIF®, CDFA®
Partner, Managing Director
Monica Muñoz, CFP®
Partner, Managing Director
Wealth Advisors
Jared Noland, CFA®, CFP®, MBA
Senior Associate Wealth Advisor
Peter Sousa, CFP®, CIMA®
Senior Wealth Advisor
Pratik Kumar
Associate Wealth Advisor
Client Service and Operations
Jason Siedle
Operations Manager
Laura White
Operations Manager
Lindsay Carter
Client Service Associate
Michele Dunevent
Senior Relationship Manager
Sara Rutchena
Relationship Manager
Sheila Kilper
Senior Relationship Manager
Theresa Meyer
Transition Manager
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Walnut Creek team if we can be of service.