Walnut Creek Global Wealth Services
As a Global Wealth client, your personal Private Banker will coordinate a team of professionals with expertise in all facets of wealth management. This team approach – combined with the reach and resources of our global brand – results in your receiving trusted guidance customized to your specific goals.
Building and protecting your wealth are our main priorities. For those reasons, we take a balanced approach to your financial planning. One designed around your goals and investing personality.
See how our principles guide us in developing comprehensive financial plans that will help you achieve your dreams. We’ll introduce you to new exclusive experiences, including world-class dining invitations, backstage passes and exclusive sporting events.
“It’s just the best partnership. And it’s nice not to feel alone on this journey. Every second of every day they are trying to help us be successful and live a brighter future, and help our clients live a better future.”Watch Video Testimonial
“They’re actually very genuine; they are actually friends to us. So I think that’s important. They’re not trying to sell you products or services.”Watch Video Testimonial
“People in several levels of the bank know us, know what our needs are. And they’re very responsive.”Watch Video Testimonial
Out of 150 eligible financial institutions and wealth investment providers, BBVA received honors for Overall Satisfaction and Customer Service. As honored as we are to receive this recognition, we’re more honored to bring the age of opportunity to each and every client. Our goal is to help our clients fulfill their dreams, establish their legacy and create opportunities for generations to come.