Top-Rated Financial Advisors - Contra Costa County, CA

When it comes to tax filing or financial planning, there are so many variables to consider; laws and regulations change all the time and it’s easy to overlook important strategies that can save you money or keep you out of trouble. Chuck Putney, partner at the Contra Costa County firm Putney-Klein Associates in Walnut Creek CA understands this, and for 40 years has been both a financial planner and tax preparer for individuals and business owners, with a long track record of maximizing tax rebates safely, and achieving success and financial independence for clients as financial advisors and retirement planners. Over 100 Years of Experience Collectively at Putney Klein AssociatesFinancial planning and tax services proved to be a good fit for Chuck Putney, and over the years his client base expanded as he honed his expertise. 12 years ago, Ed Klein, himself a long-time, experienced tax preparer and accountant, joined Chuck and the two formed Putney-Klein Associates, Inc. Ed Klein has a degree in Business from Golden Gate University and completes 30 or more hours of continuing education each year. In addition, Dave Johnson, an Enrolled Agent (EA) and Certified Financial Planner (CFP) joined the Contra Costa County firm in 1990. Having worked in the tax field for more than 20 years as well as a stockbroker and insurance agent, Dave Johnson brings a wealth of knowledge and expertise to bear on creatively solving their clients’ tax and financial problems. "We decided to...