Itineris Financial Advisors, located in Walnut Creek, CA, specializes in providing comprehensive financial planning and investment management services tailored to mid-life professionals experiencing career transitions. Their founder, Bill Pollak, draws from personal experience to guide clients through important milestones and empower them with practical options for their financial future.
With a focus on understanding each client's unique journey, Itineris offers personalized financial plans covering investment management, retirement planning, risk management, estate planning, tax planning, and more. Their customized approach ensures that clients receive tailored recommendations and ongoing portfolio management to adapt to life changes and market opportunities.
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