Founded in 1995, Herzog Kistner Shaw Financial Partners is an independent, fee-only wealth management firm based in Walnut Creek, California. The company operates as a fiduciary, focusing on providing personalized financial planning and investment management services to individuals, families, and business owners. Their mission is to help clients achieve financial independence through a disciplined and comprehensive approach that includes retirement planning, estate planning, risk management, and customized investment strategies.

Founded in

United States