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TOP 30 Financial wellness strategies in Pleasanton, CA
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Merrill Lynch Financial Advisor Douglas M. Robbins
e Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service. Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 4900 Hopyard Road in Pleasanton, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, Wells Fargo Advisors is dedicated to helping you succeed.
Merrill Lynch Financial Advisor Peter T. Torchia
Merrill Lynch Financial Advisor Peter T. Torchia is a finance institution located at 4900 Hopyard Road, Pleasanton, California, United States. With over 45 years of experience, Peter Torchia provides personalized financial planning services to help clients pursue their desired retirement lifestyle and ensure their assets last through their lifetime and beyond. He takes a dynamic, hands-on approach to investments, favoring well-managed companies and utilizing research from various sources to build client portfolios that balance risk. Peter values face-to-face interaction and timely communication with clients, offering monthly market updates and encouraging clients to reach out with any questions. Additionally, he works closely with clients' CPAs to minimize tax consequences and align strategies. Peter graduated with degrees in Mathematics and Economics from the University of Pittsburgh and has been a resident of California for many years. Committed to giving back, Peter is involved in various organizations that support fallen soldiers, police officers, and needy families. With a focus on building strong client relationships based on trust and personalized service, Peter and his team at Merrill Lynch Wealth Management work to understand clients' goals and priorities, helping them manage, grow, and preserve their wealth for the future. Through conversations and assessments, Peter helps clients identify and prioritize their financial goals, providing tailored solutions to help them pursue what matters most. By staying informed about clients' changing life circumstances and financial needs, Peter ensures their financial approach evolves to align with their evolving goals.
Andrews Consulting
Andrews Consulting, located at 6200 Stoneridge Mall Road in Pleasanton, California, is a top-rated institution specializing in accounting and finance services. Our team of experienced CPA's work closely with business owners to help them achieve their dreams by providing integrated financial, tax, and strategic management services for small to medium-sized enterprises. We are dedicated to identifying and solving challenges that may hinder your business's growth and progress. At Andrews Consulting, we offer expert guidance from a CFO at a fraction of the cost, as well as professional and innovative tax planning and preparation in today's complex tax environment. Our online apps make it easy to conduct business with us, and we emphasize the importance of utilizing the right technology to have a big impact on your small business.
Huebner CPA, Inc.
Huebner CPA, Inc. is a leading accounting and finance institution located at 4900 Hopyard Road in Pleasanton, California, United States. Our dedicated advisory services will help chart the course to success for your business, while taking the stress out of running it. We go beyond the numbers with deep analysis and strategic guidance, enabling you to make sound business decisions. Our business management services provide you with the financial information you need at the right time. We specialize in helping professional service providers build successful enterprises and focus on the wellness of your business, body, and mind. Learn effective strategies for managing business debt and balancing technology with personalized, human-centric approaches. With our guidance, your small business can survive supply chain disruptions and emerge stronger than ever. We also offer tips for curating a holiday feast to accommodate all dietary preferences and restrictions. Visit us online to access a selection of helpful apps for conducting business with ease.
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