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Frontier Wealth Strategies LP

4.6
(11 reviews)

Business Details

1990 North California Boulevard, Walnut Creek, CA
94596, United States
(925) 255-0004
http://www.frontierwealthstrategies.com

About

Financial PlanningFinancial PlannerFinancial ConsultantInvestment Service
Our belief and passion are to serve you in a fiduciary capacity, which embodies our role as Certified Financial PlannersTM. We feel the responsibility to sufficiently understand and then consider all the various options available in this complex world is an unfair burden to you, when in reality, this is probably not your current profession. This is why we are obsessive about educating and collaborating with you on all the options available, so you have a true understanding of how flexible your plan can be as changes in your life happen.

Location

Frontier Wealth Strategies LP
1990 North California Boulevard, Walnut Creek, CA
94596, United States

Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Reviews

4.6
11 reviews
5 stars
10
4 stars
0
3 stars
0
2 stars
0
1 star
1
  • JD
    Jeanne DeAngelis
    Aug 20, 2026
    5.0
    Michael and his team have assisted us since before 2009. He is very helpful in all areas of our financial planning. Many times he was able to solve our challenges or refer us to one of his associates who also stepped up. We highly recommend him and his company for your financial needs.
  • MM
    Mette McCall
    Aug 10, 2026
    5.0
    Michael Hansen at Monvia Financial has been my trusted financial advisor for several years now - and I cannot recommend him enough. He is always quick to respond to any questions I might have, and is good at explaining fairly complex concepts when it comes to investing. As an added bonus, he sends me regular market reviews and always adds valuable perspectives on current affairs.
  • MM
    meremusik2010
    Aug 9, 2026
    5.0
    Michael and the team are very professional and provide a great service. Always available to answer questions and support in any way needed.
  • JS
    Jane Sharninghouse
    Jul 29, 2026
    5.0
    I've been working with Michael for almost 15 years. I appreciate that he is always responsive and available to talk through decisions that affect my investments and general financial plan. And, I especially appreciate that I can feel confident in his advice.
  • CM
    Catherine Merlo
    Jul 24, 2026
    5.0
    We are grateful for Michael’s expertise in cross-border wealth management and financial planning. As a globally mobile family with a young child, this advisory is rare to find and critical to have. Michael is able to meet us where we are culturally - as Californians, immigrants, residents of Denmark, and most crucially as parents. If you’ve been hesitant to reach out to him and his team, let this be your sign to send the email.

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Certified August 30, 2026Yext Knowledge Graph
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