The Kotarba Wealth Management Group is a team of experienced financial advisors based in Walnut Creek, CA. They offer insight-based advice and personalized strategies to help clients achieve their financial goals. With a focus on developing long-term relationships and providing quality client service, their mission is to be the primary source of financial advice for their clients.
Led by Senior Vice President Ryan Kotarba, who holds multiple securities licenses and has a background in business administration, the team is dedicated to understanding their clients' priorities and concerns. They work together to create customized strategies tailored to each client's needs. In addition to their professional expertise, the team is actively involved in philanthropic organizations, demonstrating their commitment to making a positive impact in the community.
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