Randi  Bednarczyk,  CFP<sup>&reg;</sup> - Financial Advisor

Randi Bednarczyk, CFP®

Diamond Oak Wealth Partners

700 YGNACIO VALLEY RD, Ste 140
Walnut Creek, CA 94596-8235
FINANCIAL ADVISOR'S WEBSITE
(925) 478-5524 CONNECT WITH Randi
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General

Randi Bednarczyk is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Diamond Oak Wealth Partners in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

Female Owned and Operated, focusing on holistic planning for individuals and small businesses. Key focus on divorce and charitable giving strategies.

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Financial Advisor Experience

17 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: _All_States

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Cross-border Planning, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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