Financial Planning @West

Next event (Monthly): August 17, 2017 - 3:00pm-4:30pm View all dates

All scheduled dates:

  • March 16, 2017 - 3:00pm-4:30pm (ended)
  • April 20, 2017 - 3:00pm-4:30pm (ended)
  • May 18, 2017 - 3:00pm-4:30pm (ended)
  • June 15, 2017 - 3:00pm-4:30pm (ended)
  • July 20, 2017 - 3:00pm-4:30pm (ended)
  • August 17, 2017 - 3:00pm-4:30pm 

Financial Advisor, Steven Chan with Morgan Stanley, will be available for one-on-one, brief meetings to help people meet their financial goals. 

This service is complimentary and free of commitment.  To schedule an appointment, please call 510-981-6270 the Wednesday night before this service.

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