Hi, I’m Elliot Kallen

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

With over 25 years of financial experience, I’ve helped hundreds of clients protect and build their retirement nest egg. I believe that no two clients have identical financial circumstances or personal visions. I’ll listen to your concerns, help you clarify your objectives, and help you meet your financial goals by crafting individualized investment plans.

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

Financial Planner, Wealth Advisor, Registered Principal