Steven L. Polaski, CFP® is a CERTIFIED FINANCIAL PLANNERTM practitioner serving clients in the Tri-Valley area and East Bay. He has been helping his clients plan their financial futures for over 10 years. Steve specializes in:
- Comprehensive retirement planning
- Educational funding for children and grandchildren
- Wealth management
- Legacy and estate planning
- Life Insurance and annuities
- Tax-free and tax-advantaged investments
Are you curious if you’re on the right track to meeting your financial goals? Do you have questions regarding your current portfolio? Contact Steve today for a free, no-obligation consultation.

Retirement Planning
A solid plan is the foundation for a successful retirement. Contact us for a free no-obligation appointment to discuss your situation today.