Greg van Kesteren, CFP®

Welcome !  Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. You can access your account by clicking the blue box!

As a CERTIFIED FINANCIAL PLANNER™, I assist individuals and companies in providing comprehensive wealth management planning. This comes in the form of creating portfolios and planning strategies to help work towards specified financial goals, unique to each client. I have worked on behalf of clients for 25 years, both in a branch managerial role  and  as an advisor. As a CFP®, I assist clients in areas of:

Retirement Planning, Investment Planning, Income Tax Planning Strategies, Financial Planning, Company Retirement plans, Insurance Planning and Risk Management, (Annuity and Life Insurance reviews), Employee Benefits Planning and Estate Planning.

I graduated from the University of California at Davis. I am an NFLPA Registered Player Financial Advisor. If you have any questions on how I might be able to help you or your company, please feel free to contact me at your convenience at any of the numbers listed here or email me at

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Please be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.