Neerja  Bhutani

Neerja Bhutani

| CFP®

Bhutani-Palmin Financial Planning, LLC

Fee Only Financial Planner Located in Walnut Creek, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

712 Bancroft Rd . # 752
Walnut Creek, CA 94598

Neerja Bhutani is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Neerja Bhutani CFP® , is a founder & principal of Bhutani-Palmin Financial Planning LLC, an hourly fee only financial planning and investment advisory frim with offices in Walnut Creek & Oakland, California. Bhutani-Palmin works with clients of all income levels ad stages of life: young people just starting out, families planning for college and retirement, retirees entering new and exciting phase of life.
Do you have questions about your financial life, but can't find answers you can trust? Have you contacted Financial Planning firms, only to be put off by high account minimums or advisors selling you products on commission?