Willow Creek is proud to announce that one of our Wealth Advisors, Eric Keating, CFP®, has just earned the Chartered Special Needs Consultant certification. We asked Eric to share with us a little more about this new designation and why he felt inspired to become an expert in this area of financial planning. I’ll start with […]
Read More… from Special Needs Planning and How a ChSNC® Can Help
Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]
Read More… from Seven Critical Questions to Ask a Financial Advisor
We are thrilled to announce that Willow Creek Wealth Management has been named to CNBC’s third annual FA 100 list! The FA 100 celebrates top Registered Investment Advisors that offer the most comprehensive financial planning services, and we are proud to be ranked among these standout firms. “After close to 40 years in business, we continue to focus our attention on the client experience,” said Timothy Admire, President […]
Read More… from Willow Creek named to CNBC’s FA 100 2021 List
Originally published in North Bay Business Journal Earlier this month, our Willow Creek team was thrilled to have been voted one of North Bay Business Journal’s Best Places to Work in 2021. As a newer member of the team, I have been so grateful to work with such seasoned advisors, especially following a decision I […]
Read More… from A Mid-Life Career Change and Finding My Best Place to Work
We are so proud that Willow Creek Wealth Advisor Rawson Gulick was included in North Bay Business Journal’s 26 views on how to safeguard your wealth portfolio amid coronavirus, economic turmoil. Thank you, North Bay Business Journal, for putting together this wonderful resource filled with great advice for navigating these chaotic times. Rawson Gulick, CFP® […]
We are proud to announce that Willow Creek Wealth Management has been named one of the Top 300 Registered Investment Advisers in the U.S. for the second year in a row by Financial Times, a leading financial news publication for over 100 years. The Financial Times methodology examines the database of RIAs that are registered […]
Read More… from Willow Creek Named Top 300 Registered Investment Advisors
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