Investment Management in Livermore, CA

Personalized investment strategies for individuals and families in Livermore, CA and the greater Tri-Valley area.

A pier with a sunset in the background

Goal-Aligned Investment Planning for Livermore Clients

Helping you grow wealth that supports your life in Livermore and beyond.

In Livermore, investing isn’t just about building a portfolio—it’s about building a life you believe in. Whether you’re managing assets from a career at Lawrence Livermore National Lab, diversifying real estate holdings, or planning for retirement while raising a family, your investment strategy should be personal and purposeful. At Pacific Wealth Planning, we help Livermore clients invest in alignment with their values, time horizon, and long-term goals. With our hands-on, tax-aware approach, you’ll have a portfolio that grows with you—adapting to life’s changes and grounded in a bigger plan.

Real-Life Investment Strategy, Built Around You

For Livermore professionals, families, and legacy-minded investors.

Tax-Sensitive Investment Management

Livermore clients benefit from tax-efficient strategies that maximize after-tax returns across accounts and asset types.

Real Estate-Inclusive Planning

For clients with vineyard property or rental holdings, we coordinate your investments with real estate cash flow and tax implications.

Personalized Portfolio Construction

We build diversified, risk-aligned portfolios that support your unique financial objectives and timeline.

Federal Benefit & Pension Integration

If you work at LLNL or in government, we help you align your TSP, pension, or other benefits with outside investments.

Ongoing Monitoring & Support

Your investment plan evolves with you. We provide regular rebalancing and proactive strategy updates based on market or life changes.

A row of palm trees on a sunny day with a blue sky in the background.

Investment Management FAQs for Livermore, CA

Helping Livermore clients make strategic, confident investment decisions.

  • Can you help me invest if I work at Lawrence Livermore National Lab?

    Yes. We work with LLNL employees to coordinate their TSP, pension, and supplemental accounts with personal investments. Many Livermore clients need help integrating government benefits into a broader plan, and we’re experienced in making those pieces work together. Our goal is to ensure your overall strategy supports both career and retirement outcomes.

  • I own real estate in Livermore—how does that affect my investment plan?

    Real estate plays a big role in wealth-building for many Livermore residents. We assess the role of your properties—whether income-producing or primary residence—and adjust your portfolio accordingly. That way, you’re not overexposed to one asset class and your investment strategy supports your full financial picture.

  • Do I need to be wealthy to start investment planning?

    Not at all. Our Livermore clients range from early-stage professionals to retirees with complex portfolios. What matters is having goals and wanting a clear, thoughtful plan. We’ll help you get organized, make informed choices, and start building wealth—no matter your current account size.

  • What kind of investments do you use?

    We primarily use low-cost ETFs and institutional mutual funds, but we adjust based on your needs. Some Livermore clients hold employer stock or legacy assets, which we evaluate and integrate thoughtfully. Everything we choose is based on purpose, not products.

  • How often do we meet to review my investments?

    At minimum, we meet annually—though many Livermore clients check in quarterly or semiannually. We also provide updates during major market shifts or whenever life changes impact your goals. You’ll never feel out of the loop—we’re always a call away.