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  • Phone: 925-246-7835
  • Email: barbara.gray@lpl.com

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About Us

Extraordinary Service…Client Care…Experience You Can Trust

We are dedicated to assisting our clients in pursuing their financial goals by providing investment management and strategic wealth planning to executives, small business owners, and women in transition

We serve as your financial advisor and personal CFO while partnering with each client to create a personalized strategy addressing their goals, needs and priorities.  Whether you are saving for retirement or a child’s education, want to honor a relative’s financial legacy or ensure the succession of a family business – each person’s plan is unique.

We value the client relationship and truly listen to clients and what is important to them. We help clients pivot effortlessly while keeping them well informed and guiding them through timely decisions.

About Us

  • Pivotal Wealth Advisors
  • Barbara Gray
  • LPL Financial

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Barbara L. Gray, CFP®
CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor
1355 Willow Way, Suite 275
Concord, CA 94520-8103

Phone: 925-246-7835
Cell: (925) 948-5938
Email: barbara.gray@lpl.com
CA Insurance License 0G56575

Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor and Member FINRA & SIPC.  The LPL Financial Registered Representative associated with this website may only discuss and/or transact securities business with residents of the following states: CA, OH and UT.

 

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