Mercer Putney Financial Advisors

 

  • Estate Planning
  • Financial Planners
  • Financial Planners & Asset Management
  • Financial Services
  • Tax Preparation
1243 Alpine Rd. #219
Walnut Creek, CA 94596
(925) 932-4700
(866) 531-7651 (fax)
Hours:
Monday - Friday 10:00am - 4:00pm

About Us

Mercer Putney Financial Advisors gives you personal guidance with a unique and collaborative approach. We start with your dreams. We listen to your financial concerns and take the time to understand read more
  • About

    Mercer Putney Financial Advisors gives you personal guidance with a unique and collaborative approach. We start with your dreams. We listen to your financial concerns and take the time to understand what matters to you and your family. We then create the plan designed to help you realize your goals, and work steadfastly, over time, as your trusted financial advisor to aim to ensure the best outcomes.

    Whether it’s growing your business, planning for retirement, traveling the world or leaving your legacy, we’ll be at your side, providing advice and insights every step of the way, helping you work toward the life you’ve always wanted.

  • Highlights

    • Financial Planning
  • Media

  • Whom to Contact

    • Donald Faul
      Certified Financial Planner
      1243 Alpine Rd. #219
      Walnut Creek, CA 94596
      Phone: (925) 932-4700
      Fax: (866) 531-7651
    • Karla McQuain
      Director,Client and Community Services
      1243 Alpine Rd. #219
      Walnut Creek, CA 94596
      Phone: (925) 932-4700
      Fax: (866) 531-7651
  • Directions

    From Highway 680 North, take the Olympic Blvd. exit. Follow Olympic to Alpine Road. We are located at 1243 Alpine Road on the corner of Olympic and Alpine. Second floor, Suite 219.