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  • WALNUT CREEK
    2999 Oak Rd Ste 1030 Walnut Creek, CA 94597-1996 T: 925.944.5180 F: 866.467.4284 TF: 888.230.1647
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  • SAN JOSE
    150 Almaden Blvd. Suite 1375 San Jose, CA 95113 T: 408.279.1724
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  • SAN FRANCISCO
    575 Market Street Suite 3900 San Francisco, CA 94105 T: 415.538.5700
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  • SAN RAFAEL
    4000 Civic Center Dr. Suite 500 San Rafael, CA 94903 T: 415.870.2470
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  • SANTA ROSA
    3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403 T: 707.757.2150
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Spark Meaningful Family Conversations During the Holidays
11/18/2020
Find the right words to connect with loved ones and capture their stories.
Family & Life Events
3 Ways to Help Loved Ones During Uncertain Times
11/17/2020
Maximize your generosity in the current environment with these gifting strategies.
Estate & Giving // Family & Life Events
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Make Lasting Memories by Savoring Life's Simple Joys
8/31/2020
While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones.
Family & Life Events
4 Ways to Create a Meaningful Family Legacy
8/24/2020
Legacy planning that goes beyond finances can help us live with intention.
Family & Life Events
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
8/13/2020
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Life Events // Estate & Giving
Read
A Step-by-Step Guide to Hosting a Family Meeting
7/8/2020
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Life Events
Read
4 Priceless Money Lessons for Kids
6/15/2020
Financial literacy is a gift that lasts a lifetime.
Family & Life Events
Read
Loved Ones, Legacies and Life Insurance
5/27/2020
For some estate planning and financial goals, life insurance may be just the solution.
Family & Life Events // Estate & Giving
The Appeal (and Potential Risks) of At-Home DNA Tests
5/19/2020
These tests offer insight into your lineage and personal traits – but they can also pose privacy and insurance concerns.
Family & Life Events
Kid-Approved, Quarantine-Friendly Activities
5/14/2020
Being home doesn’t have to mean being bored.
Family & Life Events
Closing the Life Insurance Gender Gap
5/7/2020
The old rules for how much coverage you need may no longer apply.
Family & Life Events // Lifestyle and Technology
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Napper Wealth Planning logoNapper Wealth Planning logo
  • Napper Wealth Planning of Raymond James
  • WALNUT CREEK: 2999 Oak Rd Ste 1030 Walnut Creek, CA 94597-1996
  • T: 925.944.5180
  • F: 866.467.4284
  • TF: 888.230.1647
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN JOSE: 150 Almaden Blvd. Suite 1375 San Jose, CA 95113
  • T: 408.279.1724
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN FRANCISCO: 575 Market Street Suite 3900 San Francisco, CA 94105
  • T: 415.538.5700
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SAN RAFAEL: 4000 Civic Center Dr. Suite 500 San Rafael, CA 94903
  • T: 415.870.2470
  • Map & Directions
  • Map & Directions
  • Napper Wealth Planning of Raymond James
  • SANTA ROSA: 3558 Round Barn Blvd. Suite 200 Santa Rosa, CA 95403
  • T: 707.757.2150
  • Map & Directions
  • Map & Directions

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