- Financial Planners
- Financial Services
As a Financial Advisor in the San Francisco Bay area my goal is to be the resource of choice to professionals and their families when it comes to their financial future. Many of my clients are business owners, medical professionals, Chevron retirees and current employees.
Through education and empowerment I help both men and woman through all life stages including disruptive events such as divorce, passing of a loved one and employment transitions. My focus is on the client experience and I always put their interests first.
I'm involved in my local community through my contributions in the Rotary International Dougherty Valley chapter, and the San Ramon Chamber of Commerce.
Contact me by Email: Jalal.firstname.lastname@example.org, or phone (925) 830-9248
Whom to Contact
- Dr. Jalal AfifiAssistant Vice President Financial AdvisorPhone: (925) 830-9248Cell Phone: (925) 989-2228