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James B. Marchetti, CIMA ®

Name: James B. Marchetti, CIMA ®
Address: 1850 Mt Diablo Boulevard Suite 300, Walnut Creek, CA, 94596, US
Telephone: (925) 951-6320

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Financial Planner in Walnut Creek

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1850 Mt Diablo Boulevard Suite 300 Walnut Creek CA, 94596

(925) 951-6320

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General Description

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Walnut Creek, CA.