Hi, I’m Elliot Kallen

I’m a Fiduciary Financial Advisor based in San Ramon, California

Since 1993, I’ve helped hundreds of clients build their wealth and make it last through retirement – and beyond.

I believe that no two clients have identical financial circumstances or personal visions.

During each Strategy Session, I will:

• Listen to your concerns
• Help you clarify your objectives
• Help you develop a well-thought out strategy to meet your financial goals

I hope you enjoy my free PDF guide, and I look forward to meeting with you afterward.