WEALTH MANAGEMENT

When can you afford to retire? How much can you spend each year during retirement and not run out? How do you manage your assets once you are retired? These are all questions we are, or will be, asking at some point.

This is why we have aligned ourselves with Eissner Financial to help us support our clients in this area. We have shared office space since the 1990s and both firms benefit from our unique synergy.

Many advisors sell products and work primarily for a brokerage firm or bank. Greg Eissner is truly an independent Certified Financial Planner and recommends what's best for his clients.

Learn more about his services at www.eissnerfinancial.com.

Client Center

- Individual Clients
- Business Clients
- Payroll

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Contact Us

Phone: 925-516-0022
Fax: 925-513-8272

Brentwood Office:
100 Cortona Way, #120
Brentwood, CA 94513

Pleasanton Office:
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588

Phone: 925.516.0022 • Fax: 925.513.8272
Email: frosty@ac.cpa.pro