Vanessa L. Staley, CFP®

Vanessa L. Staley, CFP®

Financial Advisor

Phone: 925-866-7800
Fax: 925-866-7800
E-mail:

Vanessa is motivated by helping her clients achieve their financial and life goals. Her greatest satisfaction comes from making the seemingly complex world of finance, into a straightforward financial roadmap resulting in her client’s well being. Vanessa helps individuals and families in the areas of retirement planning, investment management, risk management, and estate planning. 

Vanessa believes in the financial planning process where in-depth analysis precedes any recommendations. As part of her service, Vanessa believes it is critical to monitor the client to stay abreast of their ever-changing lives.   Vanessa holds a Bachelors degree in Business Economics from the University of California, Santa Barbara. Vanessa resides in Walnut Creek, CA.