Broker Check

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.

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