Pleasanton Financial Center - World System Builder

  • Financial Services
7031 Koll Center, Suite 150
Pleasanton, CA 94566
(925) 216-6122
Hours:
Call me at 925-216-6122 to set up appointment

About Us

I am a business owner. I help families building and protecting their wealth through financial education and financial solutions. I work with my clients to understand their needs including tax saving,… read more

  • About

    I am a business owner. I help families building and protecting their wealth through financial education and financial solutions. I work with my clients to understand their needs including tax saving, asset transfer, retirement, long-term care, business owner benefits, I am also a speaker for a non-profit organization called The Society of Financial Aware (SOFA) where I bring financial education to companies at no cost.

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    https://www.google.com/maps/place/7031+Koll+Center+Pkwy,+Pleasanton,+CA+94566/@37.6611164,-121.9035462,566m/data=!3m2!1e3!4b1!4m6!3m5!1s0x808fe9804064c605:0x7cb7d00edf9cd1aa!8m2!3d37.6611122!4d-121.90