Financial Planning

Start planning today to enjoy a healthy and rewarding financial future.

At CB&T Wealth Management, strategic financial planning begins by developing clear ideas of the steps you should take to work toward your objectives. And over time, we work with you so you can remain confident that you're moving closer and closer to pursuing your goals.

We'll take the time to meet with you to understand your personal and business circumstances, then work with you to create a long-term plan that addresses your financial needs so you can realize your life's aspirations.

And as your needs change and evolve, your advisor — supported by experienced financial planning and investment strategists — will monitor and update your plan to help keep you on track.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and Advisory services offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. These products are not obligations of the California Bank & Trust and are not endorsed, recommended or guaranteed by California Bank & Trust or any government agency.

The investment products sold through LPL Financial are not insured California Bank & Trust deposits and are not FDIC insured. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

California Bank & Trust and CB&T Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California