A real relationship Helping you pursue your life's goals
Dean J. Meniktas, CIMA®
Senior Vice President - Wealth Management
925-746-0285
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.
It all comes down to delivering advice that is relevant to your life and your financial success.
My perspectives
Insights