John Nejedly
Wealth Management Advisor @Muirwood Private Wealth
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WORK HISTORY
Wealth Management Advisor @Muirwood Private Wealth
Walnut Creek, CA, US
Financial Planning -Net Worth – Assets and Liabilities -Income and Expense -Goals -Retirement Strategy -Education Expense Strategy -Beneficiary Review -Legacy and Estate Plan -Gifting and PhilanthropyInvestment Review -Personal Development -Strategy -Allocation and Risk -Performance -Income and Distribution -Markets Review -Education -Tax Reduction StrategyOther Muirwood Services -Mortgages and Line of Credit -Private Banking -529s -Trust and Fiduciary Services -Alternative Investments -Personal 401k Management -Family Office Services -Capital Markets -Professional References -Business Owner Services
EDUCATION
University of California, Davis
Bachelor's degree, Economics
Cuesta College
Associate's degree, Business Administration
De La Salle High School
High School Diploma
ABOUT JOHN NEJEDLY
Helping people feel confident about their financial future is what drives me in my role…
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