Walnut Creek Branch

National strength, local spirit

When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing that support comes with the insight and experience of a hometown team.

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Welcome to the Walnut Creek Branch, where we put clients exactly where they belong – first.

We are financial advisors who put clients first, backed by a firm that does the same.

At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.

At a Glance

Staying Power

Raymond James has delivered 147 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors
$1.57 TRILLION in Client
Assets

* As of 9/30/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

In 1962, a different kind of financial services firm was founded.

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About Us

Partnership with Raymond James

Raymond James Advisors

When you work with one of our advisors, your financial well-being will be at the forefront of everything we do – exactly as it should be.

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In the Community

Raymond James associates giving back to their communities.

We work here. We live here. We give back here.

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Walnut Creek Branch

Meet Our Team

Gordon

Nathan Clakley,

MBA Northern California Complex Manager
Michael

Michael Ruttenberg

Complex Administrative Manager
Stephen

Stephen Robert Besse,

CFP® Senior Vice President, Investments
David

David Dunn

Senior Vice President, Investments
Richard

Rich Holine,

CFP® Vice President, Investments
Courtney

Courtney Irwin,

CFP® Financial Advisor

Nik Linton,

CFP® Financial Advisor
Jennifer

Jennifer I Napper,

CFP® Vice President, Investments
Margaret

Maggie O'Hearn,

CFP® Financial Advisor

Jeffrey Kragen,

CFP® Senior Vice President, Investments
Stephen

Stephen Kragen

Financial Advisor
Lynn

Lynn K.

Opp, CFP®, CRPC® Senior Vice President, Investments

Ben Rose,

CFP® Financial Advisor
Steven

Steven Peters

Financial Advisor
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Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

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Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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