Office information1600 South Main St.
Walnut Creek, CA 94596
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Bea CarilloBranch Manager
The Walnut Creek, California branch of Cetera® Investors is managed by Bea Carillo. She brings 17 years of experience as a financial professional. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Walnut Creek, CA
It’s no wonder that Walnut Creek is consistently voted one of California’s best cities to retire. As a Walnut Creek resident, you get to enjoy the scenic countryside by Mount Diablo, while being only a short drive from the urban thrills of San Francisco and Oakland. Unfortunately, this lovely little nook in California doesn’t come cheap. If you don’t properly manage your finances, you won’t have the necessary funds to do the many fun activities that the East Bay area has to offer.
A wealth manager can help you surmount California’s high living expenses so you can make the most of your life, career, and investments, so contact Cetera® Investors today. Our wealth managers can help you manage your savings and investment portfolio so you can live your Golden State years to their fullest.
Cetera Investors Frequently Asked Questions
- AdviceWorks™: This proprietary platform ensures you’re always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera Investors’ experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
Everyone can benefit from an experienced financial professional. Whether you’re a working professional or retired resident, you can always turn to our Walnut Creek managers for financial guidance and support—our success is based on your satisfaction.
What makes us different is that the managers at Cetera Investors are dedicated to building strong and trusted relationships. To us, you’re not just a number. We know that every individual has his or her own financial goals and we’re not going to make recommendations based on what’s best for others. We’ll only offer guidance that suits your unique needs—period.
Cetera Investors can assist you in:
- Saving for your retirement
- Making contributions to your children’s college funds
- Maximizing your tax savings*
- Reinvesting your wealth
- Diversifying your investment portfolio**
Contact us today if you need a comprehensive financial manager near Walnut Creek.
Are you trying to increase your retirement savings? Maybe you'd like to develop a passive income through an investment portfolio. A wealth management manager may be able to help you put your hard-earned money to work so you can grow your personal wealth and cultivate cash.
New to investing? We're happy to help first-time clients learn the ins and outs of securities. Our financial professionals can help you find stocks and bonds to invest in, and we can also help you build a diverse portfolio with both short-term and long-term investments. Furthermore, you'll have access to our Cetera brokerage firm that can make trades on your behalf.
In recent years, many retirees are finding that pension plans, IRAs, and 401(k)s do not provide enough money to live a comfortable retirement. However, Cetera Investors can assist you with budgeting and wealth management to improve your quality of life during your golden years.
California is a land of opportunity, and Walnut Creek is a great location to seek entrepreneurial success. If you're launching a business near the Bay area, or you'd like to scale the profitability of your existing company, our financial professionals may be able to assist. We can help your small business develop an effective financial strategy with advice on how to improve your margins.
If you're trying to cut costs, our financial managers can analyze your balance sheets to find where there may be potential savings opportunities. We can also help you figure out the best ways to reinvest your profits or save on business taxes.*
How Do I Get Started with Cetera Investors?
Getting started with Cetera Investors is easy. Come visit our office at 1600 South Main Street, or contact us online or over the phone at 925.478.2236. Don’t worry—we’ll never pressure you with offers. We only want to get to know you and learn your financial goals. Get in touch to see how we may be able to guide you toward greater financial success.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.
**A diversified portfolio does not assure a profit or protect against loss in a declining market.