Who is Desmond Wealth Management?
Gregory Desmond, CPA/PFS, CFP® is the founder of Desmond Wealth Management, Inc., a well established, private firm located in Walnut Creek, California. Recognizing a growing need for more sophisticated retirement planning and investing solutions, we created our specialized financial planning Wealth Management Program and Values-Based Financial Planning™ which is the firm’s compelling process about simplicity and clarity connecting financial goals and your answer to the questions, “What’s important about money to you?” – An experience focused on implementing your priorities and developing a chronological list of steps that move you closer toward achievement of milestone dates of your goals.
