Steven L. Polaski, CFP® is a CERTIFIED FINANCIAL PLANNERTM practitioner serving clients in the Tri-Valley area and East Bay. He has been helping his clients plan their financial futures for over 10 years. Steve specializes in:
- Comprehensive retirement planning
- Educational funding for children and grandchildren
- Wealth management
- Legacy and estate planning
- Life Insurance and annuities
- Tax-free and tax-advantaged investments
