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    Preparing for a Successful Retirement: Start Now

    Oct 8, 2019 Heather Belli

    Posted in Articles, Featured

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    North Bay Business: Interview with Bruce

    Sep 19, 2019 Willow Creek Wealth Management

    Posted in Featured, In the News

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    Explore Family Charitable Giving Options

    Aug 14, 2019 Willow Creek Wealth Management

    Posted in Articles, Featured

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    Market Commentary: Summer 2019 - the Value Premium

    Jul 16, 2019 Willow Creek Wealth Management

    Posted in Featured, Market Commentary

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    The Realities of Sustainable Investing as a Wealth Strategy

    Jun 17, 2019 Jake Weber

    Posted in Articles, Featured, Sustainable Investing

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    Congratulations Jake and Heather!

    May 24, 2019 Willow Creek Wealth Management

    Jake Weber, Associate Advisor at Willow Creek Wealth Management, Sebastopol, recently received his Certified Financial Planner (CFP®) designation and Heather Belli, CFP® was recently awarded her Chartered Advisor in Philanthropy (CAP®) certification.

    Posted in In the News

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    Your Best Money Moves for 2019

    May 3, 2019 Willow Creek Wealth Management

    Posted in Articles, Featured

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    Market Commentary: Spring 2019 - Lottery Odds

    Apr 16, 2019 Willow Creek Wealth Management

    Posted in Featured, Market Commentary

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    To Roth or Not to Roth?

    Feb 5, 2019 Dave Homan

    Posted in Articles, Featured

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    Willow Creek Supports SR Symphony's "It's Elementary"

    Jan 18, 2019 Willow Creek Wealth Management

    Posted in Featured, In the News

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    Talk with us

    707-829-1146 (Sebastopol)
    415-925-1388 (Marin)
    800-696-8096 (Toll Free)
    [email protected]

    Visit Us

    825 Highway 116 North, Suite 5
    Sebastopol, CA 95472
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    Sebastopol Office Hours:
    8-5 M-Th, 8-4 F

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