Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Contact Us

Financial Advisors in Walnut Creek, CA

1600 S Main St
Suite 220
Walnut Creek, CA 94596

Lush green park in Walnut Creek, set against a stunning mountain backdrop

Focus Partners Wealth is your locally based investment advisor in Walnut Creek, CA - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. We are in Walnut Creek just outside of Oakland, and we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.

Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Walnut Creek, CA. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive. 

Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today. 

Lush green park in Walnut Creek, set against a stunning mountain backdrop

Dig even deeper.

What’s it like to become a Focus Partners client? Download our brochure to learn more.

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Enjoy some of our latest resources

  • August 17, 2026

    What to Expect During Your First Meeting With a Financial Advisor at Focus

    Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.

    Read the article

  • August 03, 2026

    How to Prioritize Your Retirement Savings Accounts

    Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.

    Read the article

  • July 22, 2026

    Quarterly Outlook: The Fed Turns Hawkish as Growth Cools

    What should investors keep in mind as growth cools and the Fed takes a more hawkish tone? Our latest Quarterly Outlook looks at the key trends shaping the second half of the year, including resilient consumer spending, signs of cooling in the labor market, inflation pressures, and ongoing geopolitical uncertainty.

    Read the article