Smart Path Wealth Management 4695 Chabot Drive, Pleasanton, CA 94588
About the Business
Smart Path Wealth Management is a finance institution located at 4695 Chabot Drive in Pleasanton, California, United States. We are dedicated to helping Bay Area tech professionals set their families up for financial success. Our services include strategic financial planning, investment management, equity compensation planning, college planning, and tax planning. Our goal is to help you plan for a secure financial future, make work optional, and create a lasting legacy for future generations. Increase your wealth with our money-making tips on equity compensation, financial planning, and investing. Download The Tri-Valley Tech Professional’s Ultimate Guide to Wealth for free and start your journey to financial success today.
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Location & Phone number
4695 Chabot Dr Suite 200, Pleasanton, CA 94588, United States
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Palbir manages the bulk of my retirement savings; he uses a steady hand to target long term growth. Stays away from hyper volatile, flashy stocks and markets. Provides timely updates. Responds to questions within a day. Highly recommend Smart Path Wealth Management."
"Financial lessons I taught my sons: keep more than you spend, maintain excellent credit, develop a good relationship with a banker, use a great accountant, and seek help from a fincial manager early in your career. The last point took me years to realize it's importance. I have been investing my retirement money for decades riding highs and extreme lows. The amount of stress was amazing. What I learned is that I did not know what I was doing. I have been very fortunate to find Paul. Phenomenally intelligent, caring, and always available. It feels as though I had a great burden removed from my shoulders knowing Paul is managing my account. I highly recommend Paul . Dr. Bob Harvey"
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