Special Notes:

New addresses:

Kerstin Eriksson-Splawn, EA, CFP: 14500 Big Basin Way, Suite E, Saratoga, CA 95070. Phone: (408) 741-8151, Fax (408) 741-8153

Barbara Bachelder, CFP: 3030 Bridgeway, Suite 109, Sausalito, CA 94965. Phone: (415) 332-1840, Fax: (415) 332-6895.

Introduction

Everyone can benefit from a well thought out design of their financial lives.

At Wealth by Design Financial Planning and Management we work individually with you to have your money support your quality of life today and for the rest of your life.

"We serve the middle market, clients who start out with less than one million. We can give these clients top-notch service while a brokerage house would give no service." -Wealth By Design, LLC

Kerstin Eriksson-Splawn, EA, CFP^® and Barbara Bachelder, CFP^®

With offices in Cupertino and Sausalito, CA we have over 20 years of experience in individual and family financial planning and investment management, Wealth by Design, LLC has helped hundreds of client's like you.

Please review our website to find out more about us and to find valuable resources to help you achieve your personalized financial design.