Your Wealth. Your Path. Your Purpose.
Premier Financial Consulting Walnut Creek CA Services
At Monvia Financial, we guide you on a clear financial path, aligning your wealth with your values so you can live a life of confidence and meaning.
What We Do: Strategies That Align Wealth With Purpose
Your wealth deserves more than management, it deserves meaning. Our fiduciary team designs personalized strategies that reflect what matters most to you.
Disciplined, values-driven investment strategies that balance growth, risk, and purpose..
Proven methods to reduce the greatest erosion of wealth, taxes, so you keep more of what you earn.
Who We Are
Monvia Means World + Path
Your financial life is a journey, and every decision shapes the path ahead. At Monvia Financial, our name reflects our mission: to help you navigate a complex financial world with clarity and confidence.
As fiduciary advisors based in Walnut Creek, CA, we deliver comprehensive financial planning, wealth management, and tax strategies tailored to your goals and values. Whether you’re planning for retirement, managing wealth, or navigating a major life transition, we help you create a roadmap for the life you want.
Why Partner With Monvia Financial?
We go beyond traditional financial advice. At Monvia, you’ll find:
Fiduciary Commitment: We always put your best interests first.
Values-Based Planning: Strategies built around what matters most to you.
Global Expertise: Specializing in cross-border planning for expats and global citizens.
Life Transition Guidance: Helping women in transition and business owners through major milestones.
Tax-Efficient Strategies: Protect and grow wealth through smart, compliant planning.
Who We Serve
Tailored Planning for Life’s Unique Journeys
Your financial path is personal, and so is our approach. We specialize in serving:
Global Citizens & Expats: Navigate international tax laws and protect cross-border wealth.
Women in Transition: From divorce to career changes, gain clarity and confidence for the next chapter.
Business Owners & Executives: Build wealth, reduce taxes, and plan for a successful exit strategy.
Michael works with
GLOBAL CITIZENS & EXPATS
✔ Concerned with protecting the wealth you’ve successfully built in the US or abroad?
✔ Want to learn how to avoid paying taxes in more than one country and minimize it?
✔ Do you know all the ways to structure your Estate plan to best serve you?
Pamela works with
WOMEN IN TRANSITION
✔ Are you considering a career change and need help understanding your options?
✔ Have you experienced a loss of a loved one and need guidance on how to move forward?
✔ Are you single again and need an experienced advisor to educate you on your next best step?
✔ Are you worried about what you don’t know and how that could influence your plan?
We Manage Assets for Individuals and Families, Providing Investment Management and Financial Planning Services
Members of:
Neither Monvia Financial nor its representatives provide tax services or legal advice. Clients should consult their tax or legal advisor concerning their specific situation. Member of FINRA/SIPC. Securities in your account are protected up to $500,000. For details, please see www.sipc.org.
Alternative Investments
If you’re the kind of person looking to make an IMPACT with the money you invest, we’re the firm to help you accomplish this.
H, we have helped facilitate seed funding for several exciting new start-ups listed below. Some of them are still raising capital for ongoing development.
The world’s only vodka crafted from pristine Tahoe water, a 3-vodka blend that finishes as clean and smooth as the lake it’s named for.
Tahoe Blue was voted #1 Unflavored Vodka in the World at the prestigious Ultimate Spirits Challenge in New York.
Happioh streamlines unproductive meetings into a source of real competitive advantage, enabling workers to connect, catch up at lightspeed, make better decisions, actually remember and act on deadlines, and grow professionally.
VeraScore™ is not a credit score - it’s a financial health score. Credit scoring companies only measure a fraction of relevant data points, making lending riskier and costlier than necessary.
These investments are for accredited investors only since they are considered risky.
For full disclosure, please contact us.
Comprehensive Financial Planning
Our financial advisors in Walnut Creek, CA provide:
Cash Flow Analysis: An understanding of the Bay Area cost of living and optimization of your financial situation.
Retirement Planning: Multiple scenarios created to encapsulate your ideal retirement.
Education Planning: Strategies for funding children's education in competitive Bay Area schools.
Estate Planning Coordination: Working with your legal team to ensure your estate is protected.
Insurance Review: Solutions to help protect your wealth against unforeseen circumstances
Call Today for an Initial Consultation
Our financial consulting team in Walnut Creek, CA, will begin with a comprehensive conversation about your Bay Area lifestyle, goals, and concerns. This complimentary meeting with our financial advisors helps determine if we're the right fit. Our team can offer services to help you build the Bay Area lifestyle you truly want.
Frequently Asked Questions
What makes Monvia Financial different from other financial advisors in Walnut Creek, CA?
Our financial consulting approach goes beyond traditional investment management. We specialize in values-based financial planning that aligns your wealth with what matters most to you. As fiduciary financial advisors, we're legally bound to put your interests first, never earning commissions from product sales. Our unique combination of global expertise, local Bay Area market knowledge, and personalized service sets us apart from other financial consulting firms.
Do you work with clients who have assets outside the United States?
Absolutely! Our financial advisors specialize in cross-border financial planning for American expatriates, global citizens, and Bay Area residents with international assets. Our financial consulting team has extensive experience with complex situations, including foreign bank accounts, international real estate, dual citizenship tax implications, FATCA compliance, and currency risk management.
What is your minimum investment requirement and fee structure?
Our financial consulting operates on a transparent, fee-only structure with no hidden costs or commission-based products. Our annual fee ranges from 0.75% to 1.25% of assets under management, depending on account size and complexity, with larger portfolios receiving reduced rates. This fee covers all aspects of our financial consulting services. We believe in complete fee transparency, so you'll always know exactly what you're paying and what services you're receiving from our financial advisors in Walnut Creek, CA.
How often will we meet and communicate about my financial plan?
Our financial advisors believe in building strong, ongoing relationships with regular communication and reviews. We typically schedule formal quarterly meetings to review your portfolio performance, discuss any life changes, and adjust strategies as needed. However, we also include more frequent touchpoints – you can expect monthly market updates, annual comprehensive financial plan reviews, and immediate communication during significant market events or when major life changes occur. We also provide 24/7 online access to your accounts and financial planning documents through our secure client portal, ensuring you always have current information about your financial progress.
Ready to Align Your Wealth With Your
Life’s Purpose?
Take the first step on your path with Monvia Financial.
Your trusted partner in financial growth and investment success, committed to securing your financial future.
