WE’RE HERE TO HELP
Our Address
1211 Newell Ave. Suite 120
Walnut Creek, CA 94596
Our Contacts
Chris J. Held, CFP®
925.433.9533 ext.100
Cortland L. Golightly
925.433.9533 ext.101
Roy C. Jerrolds
925-300-4213
Chris Dominguez
925.433.9533 ext.104
Tiffany J. Shaver
925.433.9533 ext.102
Holly Dirks
925-390-0093
Ryan Chand
925.433.9533 ext.103
DROP US A MESSAGE AND WE’LL GET BACK TO YOU.
Investing involves risk, including possible loss of principal.
Element Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
MEET OUR TEAM
Chris J. Held CFP®, CRPS®
Managing Partner, Private Wealth Advisor
Cortland L. Golightly
Managing Partner, Private Wealth Advisor
Tiffany J. Shaver
Director of Client Services