Walnut Creek Financial Advisors

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  • Walnut Creek Office

    1220 Oakland Boulevard
    Suite 200
    Walnut Creek, CA 94596

Wealth Management Services

The Walnut Creek financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:

  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Family Office
  • Professional Athlete services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting

Located in the East Bay region of the San Francisco Bay Area, the Walnut Creek office was established in 2023 as an expansion of Ronald Blue Trust’s Orange County office, which has been providing individuals and families in California personalized services and custom solutions to meet their financial needs and goals since 1993 and operates under the leadership of  managing director, Mike Haddad. Senior private wealth advisor, David Sylvester, provides local management to the Walnut Creek financial advisors and brings over 25 years of experience from the financial services industry. Their desire is to see individuals and families in California receive personalized services and custom solutions to meet their financial needs and goals.

Meet our Walnut Creek Financial Advisors

  • See Bio

    Hilary Disher

    Hilary Disher, CFP®, CPA (Inactive)

    Walnut Creek, CA

  • See Bio

    David Sylvester

    David Sylvester, CFA®, CFP®

    Walnut Creek, CA