DABK Financial Planning Services

Our goal at DABK Financial Planning Services is to help our clients achieve the financial well-being that is required to reach their non-financial goals. We do this by providing affordable, conflict-free financial and investment advice, coaching and education. Our approach is holistic and we highly value the integration of life planning with financial planning. We are fully independent of any financial institutions, and are compensated only by our clients on an hourly or flat-project basis. We aim to serve all, not just those who are affluent or have large investment assets. Please visit our web-site www.dabk.com for more information.
 
 
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

1007 Villa Nueva Drive El Cerrito, CA 94530 Phone: +1 (510) 558-9208

Primary Office

1007 Villa Nueva Drive El Cerrito, CA 94530 Phone: +1 (510) 558-9208