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  • Email: barbara.gray@lpl.com

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Pivotal Wealth Advisors

Clarity. Confidence. Financial Independence.

Talk to an Advisor Today

Pivotal Wealth Advisors

Clarity. Confidence. Financial Independence.

We believe everyone needs and deserves a quality financial plan and independent, objective advice. We create personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

Let’s Make a Plan

Pivotal Wealth Advisors

Clarity. Confidence. Financial Independence.

Personalized and comprehensive financial planning to empower your future.

Contact Us for a Complimentary Consultation

 

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About Us

At Pivotal Wealth Advisors we help our clients with their financial services and investment needs for today, tomorrow and well into the future. Our goal is to equip you with the knowledge and tools to effectively organize, prioritize and monitor all aspects of your financial life.

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Pivotal Wealth Advisors
 

We partner with each client—executives, small business owners, and women in transition—to develop strategies for navigating the pivotal times in their lives with the goal of providing them with confidence and financial independence.

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Barbara Gray, CFP®
 

Barbara Gray is a CERTIFIED FINANCIAL PLANNER™ professional and manages Pivotal Wealth Advisors, her San Francisco Bay Area based financial services and investment management advice firm, through LPL Financial.

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LPL Financial 
 

Barbara is backed by the strength of LPL Financial, the Nations #1 independent broker/dealer (based on total revenue as reported by Financial Planning Magazine June 1996-2016).

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Our Services

Extraordinary Service…Client Care…Experience You Can Trust

 
 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them.

 

Our Process

A strong planning process is  one of the best ways to create clarity and confidence in a more financially confident future and pave the way to financial independence.

 

Investments

Investments can play a key role in your financial plan for your future.

 

Insurance

Insurance is essential to any comprehensive financial  plan.

 

Charitable Giving

There are many reasons for gifting assets or a portion of income to charitable organizations. We honor our client’s desires by facilitating these donations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions. Each person’s plan is truly unique. We help you define, implement and monitor your plan.

 

Finances and Cash Flow

Managing your finances and cash flow are important components of any financial plan.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial risk profile and time horizon.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Latest News

Stay up to date with our latest financial news and events.

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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Pivotal Wealth Advisors on August 17th, 2017

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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How to Protect Your Finances While Traveling On Vacation

Submitted by Pivotal Wealth Advisors on August 17th, 2017

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.

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October Is National Financial Planning Month

Submitted by Pivotal Wealth Advisors on October 4th, 2016

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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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