Begin at the beginning.

Like so much in life, it all starts with “hello.” Give us a call or send an email to share the hopes and concerns you have for a well-lived life. If it’s a match, we’ll schedule a complimentary conference to better understand what you’d like to accomplish and offer ways Narrate Wealth Partners can be of help.

Call: (415) 869.5974
Email: hello@narratewealth.com

NORTH OAKLAND (Rockridge) OFFICE:

Nancy Epstein, CFP®
(415) 869.5974
6012 Monroe Avenue
Oakland, CA 94618

WALNUT CREEK OFFICE:

Lev Mandel, AIF®
(925) 689.6103
1550 Parkside Drive, Suite 205
Walnut Creek, CA 94596