Skip to main content

Pivotal Wealth Advisors

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

Pivotal Wealth Advisors

  • Home
  • About Us 
    • Pivotal Wealth Advisors
    • Barbara Gray
    • LPL Financial
  • Services
  • Resources 
    • Useful Websites
    • Calculators
    • Articles
    • Videos
  • Contact Us

 

    You are here

  1. Home
  2. About Us
  3. Pivotal Wealth Advisors

Pivotal Wealth Advisors

Clarity. Confidence. Financial Independence.

At Pivotal Wealth Advisors we help our clients with their financial planning 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.

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. 

 

About Us

  • Pivotal Wealth Advisors
  • Barbara Gray
  • LPL Financial

Contact Us for a Complimentary Consultation

Newsletter Subscription

  • Sitemap
  • Legal, privacy, copyright and trademark information

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.

 

© 2021 Pivotal Wealth Advisors. All rights reserved.

Website Design For Financial Services Professionals