Broker Check

Let’s Start a Conversation

No pressure. No obligation. Just a simple first step.

If you have been thinking about getting more clarity around your finances, this is where it starts.

Whether you are ready to move forward, still exploring your options, or simply want to see if Soluna is the right fit, you are welcome here. There are no wrong questions and no pressure to have everything figured out before we talk.

Reaching out is the simplest thing you will do all day.

What Happens After You Reach Out

Once you book your intro call, you will receive a confirmation with everything you need. We will spend about 20 to 30 minutes getting to know each other, talking through where you are, what feels unclear, and what you are hoping for.

You will leave the call with a clear sense of whether working together makes sense, and what the next step would look like if it does.

No homework required. Just show up.

Ready to Book?

Ready to Book?

Meetings are available in person by appointment only at both locations, or virtually via Zoom.

San Ramon Office

3001 Bishop Drive, Suite 300
San Ramon, CA 94583


By Appointment Only

Walnut Creek Office

1600 S. Main Street, Suite 300

Walnut Creek, CA 94596


By Appointment Only

Mailing Address

Soluna Wealth Planning
C/O WeWork
3001 Bishop Drive, Suite 300
San Ramon, CA 94583