Wealth by Design

Specialties

Everyone can benefit from purposeful design of their financial lives.

At Wealth by Design Financial Planning and Management we work individually with you to have your money support your quality of life today and for the rest of your life.

Financial Planning

Investment Portfolio Construction and Rebalancing

Life, Health, Long Term Care and Disability Insurance

History

Established in 1995.

Wealth by Design, LLC has specialized in helping Bay Area couples and women manage their financial lives to meet their goals.

Meet the Business Owner

Barbara Bachelder, CFP B.

Business Owner

Barbara offers financial consulting, comprehensive financial planning, and asset management and insurance services for individuals and couples of all ages.

Barbara is a founding member of Wealth by Design, LLC, a Registered Investment Advisor, maintains a FINRA General Securities License, (Series 7 and 63), and a Principal License (Series 24). She is also licensed as an insurance agent in California: 0B70341.

Barbara earned a Certificate for Personal Financial Planning at the University of California in Berkeley in 1998. She became a Certified Financial Planner in 1999.