Arbor Wealth Management of Walnut Creek

Arbor Wealth Management of Walnut Creek is a wealth management firm in Walnut Creek, CA, located at 2700 Ygnacio Valley Rd STE 275. The firm specializes in financial planning, investment management, risk management, and insurance solutions, guiding clients through their financial journeys. Founded in 1993 by Steve Aguiar, the business is a family operation that has grown to include four advisors. It holds a 5.00 rating based on customer reviews, reflecting the quality advice and exceptional service provided to families across California.

The firm operates as a family business built on relationships that last, with a history spanning three decades in the financial services industry. Steve Aguiar, the principal and founder, brings 30 years of experience to the practice, having navigated multiple market crashes that helped define the company’s guiding principles. Prior to establishing Arbor Wealth, he served as an advisor for the SIFE Trust Fund. The team includes Certified Financial Planner Adam Bagherian, who joined the firm in June 2016 after working as a financial planner with MetLife Securities from March 2012 through June 2016. Bagherian holds a dual bachelor’s degree in Business Administration and Biblical Studies from Azusa Pacific University and is a Certified Kingdom Advisor, bringing values-driven, holistic guidance to every client relationship.

Philip Dutra, another advisor, has been with the firm since May 2016, following a tenure as a financial planner with MetLife Securities from February 2015 through April 2016. Ryan Aguiar joined as an advisor in 2019, bringing a background in Business Management Economics from the University of California Santa Cruz, where he previously interned at the firm during summer breaks. The advisors collectively provide holistic guidance, drawing on diverse educational and professional backgrounds to support client financial journeys.

The firm’s standing is defined by its long-term presence in the Walnut Creek community and its consistent delivery of personalized financial advice. The perfect 5.00 rating from its reviewers highlights the trust clients place in the team’s expertise and service. Founded in 1993, Arbor Wealth Management of Walnut Creek has established itself as a trusted partner for families seeking comprehensive wealth management solutions.

Rooted in Walnut Creek since 1993, Arbor Wealth Management of Walnut Creek combines decades of market experience with a family-oriented approach to help local residents secure their financial futures.

Arbor Wealth Management sits on Ygnacio Valley Road, just steps from the Shadelands Ranch Historical Museum and a short walk from the COPA Soccer Training Center.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, meaning the website clearly describes its services and answers customer questions in a way AI assistants can quote. The business also achieved a Technical score of 96 out of 100.