Soluna Wealth Planning

  • Financial Planners
  • Financial Services
1600 S. Main Street, Suite 315
Walnut Creek, CA 94596
(925) 308-5082

About Us

Mackie Chaudhry is a CFP® Certification Candidate and the founder of Soluna Wealth Planning, a boutique financial planning practice based in San Ramon. She specializes in helping women business owners… read more

  • About

    Mackie Chaudhry is a CFP® Certification Candidate and the founder of Soluna Wealth Planning, a boutique financial planning practice based in San Ramon. She specializes in helping women business owners gain clarity, structure, and confidence around their financial lives.

    Mackie supports attorneys, CPAs, consultants, real estate professionals, and other service-based entrepreneurs by coordinating their business and personal finances into one clear, strategic plan. Her approach is warm, organized, and highly personalized — giving clients the guidance and support they need to make confident decisions for themselves, their families, and their businesses.

    Mackie is an active member of the local community and passionate about supporting the growth and success of women-led businesses throughout the Tri-Valley.

  • Highlights

    • CFP® Certification Candidate
    • Founder of Soluna Wealth Planning, a boutique financial planning firm
    • Specializes in financial planning for women business owners
    • Expertise in tax-efficient strategies and retirement planning
    • Collaborates with attorneys, accountants, and other professionals

  • Whom to Contact

    • Mackie Chaudhry
      Financial Planner
      Phone: (925) 308-5082
      Send an Email