Wealth Management Solution

View our client video (2 minutes in length) to learn about our Wealth Management System

View a sample case by clicking “Client Access” below

To view our sample clients, Gordon and Katie Boldin, please login with the following information:

The username is: BoldinKG
The Password is: Pa33word

You will be asked one of three security questions, when you are prompted for and answer it please check the “don’t ask me again from this device” box at the bottom of that screen.

The security questions and answers are:

Favorite Pet? Norman
First Car? Buick
Favorite teacher? Welch

Client Access

The Furstner Group, Inc.

3003 Oak Road, Suite 250
Walnut Creek, CA 94597

Eric Furstner, Wesley Yamada and James Diehl are registered representatives of and offers securities and investment advisory services through MML Investors Services LLC,. Member SIPC (The Furstner Group, Inc. 3003 Oak Road Ste 250 Walnut Creek, CA 94597, phone: 925-979-2305).  The Furstner Group, Inc. is not affiliated with MML Investors Services or its affiliated companies.

Eric Furstner offers Fee-based financial planning through The Furstner Group, Inc., a Registered Investment Adviser.

Wesley Yamada and James Diehl are not affiliated with the Registered Investment Adviser.



We employ the Lifetime Economic Acceleration Process (LEAP) to assist clients in analyzing the efficient use of their cash flows as part of our insurance planning practice. The LEAP process can help and identify existing resources to fund the products that can help them meet those objectives.

It is important to note that the LEAP process in not intended to and will not provide clients With a comprehensive financial plan, nor does it make recommendations regarding the purchase, sale or holding of variable products, mutual funds or other securities.