David Bobrowsky, Certified Financial Planner

David Bobrowsky, Certified Financial Planner As a Certified Financial Planner® practitioner, I develop comprehensive financial planning strategies to help clients achieve their goals.

Financial Services in Walnut Creek

06/09/2026

Global wealth jumped nearly 9% to $98.3 trillion last year, led by growth in North America and Asia Pacific, according to a new report.

06/09/2026

Making a good first impression, promoting yourself in your community and staying positive help lay the foundation on which successful businesses are built.

06/08/2026

The pope and Anthropic Co-founder stood side by side in the Vatican to introduce a document about the future of humanity.

06/07/2026

You need at least $210,000 in annual income or at least $1.8 million in net worth to be in the top 10% of U.S. households. A 35-year-old needs around $372,000 of net worth to rank in the top 10% of their peers, while someone in their 50s needs over $1.9 million.

06/06/2026

Being data-driven isn't about having the best tools — it's about leaders acting on the right signals quickly and consistently.

06/05/2026

The oil markets spent months worrying about supply disruptions in the Middle East.

06/04/2026

Amazon closed an AI use leaderboard, and Uber's COO has questioned the ROI on token spending. GitHub is moving to usage-based pricing as AI bills come due for token-hungry companies. Some see it as a sign of an AI bubble. Others see it as a healthy recalibration.

06/03/2026

By layering depreciation, safe harbor deductions and cost segregation strategies, real estate investors can legally reduce taxable income and significantly increase the after-tax cash flow they keep from their rental properties.

06/02/2026

The rollout of AI into financial accounts highlights a growing tension around AI financial assistants: Consumers may like the idea of more personalized money guidance, but many remain uneasy about sharing sensitive financial information with conversational AI systems.

06/02/2026

It may be fun, but replying to “smishing” texts can confirm your number is active, expose personal details and make you a target for future fraud.

Address

1990 N. California Boulevard , 8th Floor
Walnut Creek, CA
94596

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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