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. Services

Services

  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.

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