DeHaven Sanson has been in the financial planning industry for over 20 years.  DeHaven Sanson, Registered Investment Advisory (RIA) is a fee only advisory and registered with the State of California as a Registered Investment Advisor under the provisions of the Corporate Securities Laws of 1968.  DeHaven Sanson, RIA, enters into a new client relationship only after it provides and obtains certain information.  DeHaven Sanson, RIA will not provide any investment advice or supervision without a fully executed Investment Advisory Agreement.  DeHaven Sanson, RIA, is required by rule to adopt and enforce a code of ethics that establishes the standards of conduct expected of all employees and reflects our fiduciary duties.  A copy of our Ethics Policy and Disclosure Brochure will be provided to any client or prospective client upon request.

1993 DeHaven became a Certified Financial Planner™ (CFP®)
1996 DeHaven earned the Charted Life Underwriter (CLU) designation
2007 DeHaven earned the Chartered Federal Employee Benefits Consultant (ChFEBC™)

Cited as one of America's Best Financial planners, 2006, 2007, 2008 by the Consumers' Research Council of America*

DeHaven’s expertise is in Tax Management, Estate and Retirement Planning, as well as Investment and Portfolio Management.
DeHaven and his wife of 27 years, Melanie, live in the Walnut Creek area.  They are the proud parents of three children and proud grandparents of two.

CA license #0695116

* www.consumersresearchcncl.org        www.cfp.net