Greg van Kesteren, CFP®

Managing DirectorNFLPA RegisteredPlayer Financial Advisor

Greg van Kesteren has been serving the needs of his clients for over 25 years.  He was Branch Manager and Corporate Vice President with A.G. Edwards in Napa, CA for 16 years. In 2008, he joined RBC Wealth Management also acting as Branch Manager and First Vice President for the Walnut Creek Branch in California.

Greg, graduated from The University of California, Davis in 1993 with a degree in International Economics.  He maintains the Series 7, 8, 31 and 63 registrations through LPL Financial, the Series 66 registration through LPL Financial and Strategic Wealth Advisors Group, and holds life insurances in California, Texas, Oregon, Washington, North Carolina, and Florida and carries his long-term care designation. In addition, he has obtained the CERTIFIED FINANCIAL PLANNER designation. In order to earn this designation he has completed extensive coursework in financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance. 

Greg van Kesteren is a NFLPA Registered Player Financial Advisor.

Previous membership with The Financial Planning Association.

PERSONAL

Friends and family are important to me; I enjoy sports, outdoor activities and international travel. I am a lifetime member of Alumni Association of U.C. Davis.  I am an active alumnus at both the scholastic and fraternal levels.  I believe in charitable giving.  As both of my parents are cancer survivors, my philanthropic focus is on the efforts of the American Cancer Society and the fight for a cure.


Phone 925-233-4172
Mobile Phone 707-704-7744