David Ellman - Private Client Advisor

Bank of the West
Hours:
1333 N California Blvd suite sl 10, Walnut Creek CA 94596

Hours

Monday
8AM - 5PM
Tuesday
8AM - 5PM
Wednesday
8AM - 5PM
Thursday
8AM - 5PM
Friday
8AM - 5PM
Saturday
8AM - 5PM
Sunday
8AM - 5PM

From David Ellman - Private Client Advisor

As a Private Client Advisor with over 20 years of experience, I specialize in creating customized retirement and investment plans for affluent clients. You will get personalized attention that identifies your needs, plans the future and manages goals as they change along the way. Life is constantly ushering in new challenges. Its our goal to partner with you, so that you can greet each day knowing that a plan is in place to identify financial needs, opportunities and manage your future.

Nearest Bank of the West Stores