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Principal Financial Group

  • Financial Advisors
500 Ygnacio Valley Road
Suite 150
Walnut Creek, CA 94596
(925) 906-4600
(925) 906-4601 (fax)
Principal Financial Group
Hours:
To ensure each client receives the quality attention they deserve, please schedule an appointment.

About Us

Make YOUR investment dreams a reality.

Whether you’re a business, an institutional investor, or an individual preparing for the future, we can help you reach your goals through our best in class… read more

  • About

    Make YOUR investment dreams a reality.

    Whether you’re a business, an institutional investor, or an individual preparing for the future, we can help you reach your goals through our best in class retirement services, insurance solutions, and asset management services.

    Our offerings are based on experience—not quick wins or fads. Because we know that integrity, honesty, and comprehensive expertise are the right way to go—and the surest path to helping you reach your long-term financial stability goals.

  • Media

  • Whom to Contact

    • Denise Easterby
      Financial Representative
      Phone: (925) 906-0174
      Send an Email
    • Thomas Keaney
      Financial Representative
      Phone: (925) 906-4608
      Cell Phone: (415) 906-7023
      Fax: (925) 916-4601
      Send an Email
    • Betty Lee
      Managing Director/Senior Financial Representative
      Phone: (925) 906-4602
      Fax: (925) 916-4601
      Send an Email

  • Directions

    Two hands on the wheel, do not text and drive.