Contact Info

Putney Klein Associates, Inc.
Charles Putney
1243 Alpine Rd. #219
Walnut Creek, CA 94596

Phone: 925-932-2612
Fax: 925-932-2118
Contact via Email
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Our Website

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Services

• FINANCIAL PLANNING -Realizing your goals
• TRANSITION PLANNING -Sudden money
• INHERITANCE ADVICE - Your new challenges
• INVESTMENT PLANNING - Customized to you.
• PORTFOLIO MANAGEMENT - For your goals
• RETIREMENT PLANNING - Reaching success.
• ESTATE PLANNING - Preservation & legacy.
• PHILANTHROPY PLANNING - Giving back

Fundraisers We Support

• The Walnut Creek Library Foundation.
• The Lions Clubs of Walnut Creek.

Hours of Operation

9 am to 5 pm Monday through Friday. Meetings can be arranged outside of these hours on a specific appointment basis.

About Us

Allow Yourself to Dream.

Imagine your life wihtout limits. How would the future look? How would you live your life today?

With the right planning, guidance and support, your life would unfold just as envisioned. You'd have the freedom to focus on the things that are most important to you, whether it's:

* Building your business
* Spending more time withloved ones
* Volunteering in the community
* Pursuing artistic endeavors
* Enjoying nature, athletics or leisure time with friends
* Traveling the world
* Experiencing new horizons
* Making a difference through philanthropic activities
* Feeling a sense of peace and resting well at night

All these things are possible when you have a sound game plan and the right financial coach. Thing about: The money part of your life supports every other aspect of your life. Managing a lifelong plan is as much about your dreams and aspirations s it is about managing your money.

Putney Financial Advisors has the wisdom, knowledge, experience and vision to help you reach your goals. We are dedicated to helping our clients achieve and maintain not just fiancial success but life success.

Imagine enjoying every day to the fullest. Imagine the life of yor dreams. Imagine Putney Fiancial Advisors as your partner on the path.