Wealth by Design, LLC, founded by Barbara Bachelder and Kerstin Eriksson-Splawn in 2003, offers personalized comprehensive financial planning and investment management services to clients in the San Francisco Bay Area. Specializing in serving the middle market, the firm prioritizes the best quality of life for individuals and couples of all ages, providing expert advice in areas such as insurance, tax, and estate planning.
Barbara Bachelder, a Certified Financial Planner, and Kerstin Eriksson-Splawn, an Enrolled Agent, bring their unique expertise to help clients achieve their life goals through tailored financial solutions. Operating with principles of integrity and client-centric focus, Wealth by Design, LLC educates and empowers clients to make informed financial decisions while seeking the best value for their investments.
Generated from the website