Experience

Makes all the difference

The Kotarba Wealth Management Group offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. The very nature of personalized wealth management demands a process that begins with your current financial attitude, knowledge and position, then continues by guiding you purposefully through your life planning.

Ryan Kotarba

Senior Vice President–Wealth Management

A graduate from Saint Mary's College of California, Moraga, CA, Ryan earned a B.S. in business administration. He subsequently obtained Series 7, 31, 63, 65, and 66 securities licenses, as well as his life, health and long-term care insurance licenses. Outside of work, Ryan is active with and/or donates to the following organizations: Saint Mary’s College , Good Tidings Foundation, and the Monument Crisis Center. In 2006 Ryan founded the Diablo Valley Philanthropic Society.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • MA
  • MD
  • MN
  • NC
  • NV
  • NY
  • OH
  • OK
  • OR
  • TN
  • TX
  • UT
  • WA

Education

  • Saint Mary's College of California, Moraga, CA, B.S. Business Administration
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

Caroline Cherezian

Wealth Strategy Associate

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MN
  • NC
  • NV
  • NY
  • OH
  • OK
  • TN
  • TX
  • UT
  • WA
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me