Classification:

Financial Planning, Investment Management and Estate Planning

Address:

The Meniktas Group - UBS Financial Services

2185 N. California Blvd.,Suite 400

Walnut Creek, CA

925-746-0285

Profile:

The Meniktas Group manages over $250million in assets for individuals, businesses and non-profit organizations. We focus on comprehensive financial and estate planning for our clients with a goal of simplifying the complexities of their financial investments. I work with my brother Michael and father John. My brother and I are in the process of authoring a book on Personal Financial Planning. I have a MBA and BS from the University at California Berkeley, and hold a Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business. Bagaba Founding Member 2003, 2004, 2005, 2006, 2007, 2008.