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portrait of Fred Steingraf
FINANCIAL ADVISOR

Fred Steingraf

ABFP™, AAMS™
1333 N California Blvd Ste 540, Walnut Creek, CA 94596opens in a new window
CallSend Me a Message

About Fred

Your financial goals - that's what is important to me. As an Edward Jones financial advisor, I believe it's important to invest my time in fully understanding what you're working toward.

No matter what stage of life you're in, I can help you build the bridge between where you are today and where you want to be.

I am the father of three amazing kids - my oldest daughter is a Pediatric Intensive Care Unit nurse at UCLA Medical Center, my second daughter is a third grad teacher in Boise and my son attends San Jose State University where he...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Sustainable investing
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Work History

  • Edward JonesJune 2017 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Marys College of CaliforniaMaster of Business Admin
  • Univ of California-DavisBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Cooking
  • Cycling
  • Movies & Entertainment
  • Traveling

Team Members

  • Shawn Hirabayashi
    Sr. Branch Office Administrator
  • Rachel Endo
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(925) 297-4200

Fax

(833) 880-1327

Office Address

1333 N California Blvd Ste 540
Walnut Creek, CA 94596opens in a new window

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