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Nik Linton, CFP®, CFA®

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  • Nik Linton, CFP®, CFA®
    2999 Oak Rd Ste 103 Walnut Creek, CA 94597-1996 D: 925.952.5260 F: 866.467.4284 TF: 888.230.1647
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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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Nik Linton, CFP®, CFA®

Raymond JamesRaymond James
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  • 2999 Oak Rd Ste 103 Walnut Creek, CA 94597-1996
  • D: 925.952.5260
  • F: 866.467.4284
  • TF: 888.230.1647
  • Map & Directions
  • Map & Directions

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