Soluna Wealth Planning

  • Financial Planners
  • Financial Services
3001 Bishop Drive, Suite 300
San Ramon, CA 94583
(925) 308-5082

About Us

Soluna Wealth Planning is a San Ramon-based financial planning and wealth management practice serving women and families throughout the Tri-Valley and greater Bay Area, with a special focus on women… read more

  • About

    Soluna Wealth Planning is a San Ramon-based financial planning and wealth management practice serving women and families throughout the Tri-Valley and greater Bay Area, with a special focus on women business owners and professionals.

    We help clients bring the different pieces of their financial lives together through comprehensive planning that includes retirement, investments, cash flow, tax-aware strategies, risk management, and estate planning.

    For business owners, our planning also helps coordinate business and personal finances, plan for retirement, and intentionally build wealth outside of the business.

  • Highlights

    • CERTIFIED FINANCIAL PLANNER® professional
    • Comprehensive financial planning and wealth management for women and families
    • Special focus on women business owners and professionals
    • Retirement planning, investment management, cash flow, and tax-aware financial planning
    • Based in San Ramon and serving the Tri-Valley and greater Bay Area

  • Whom to Contact

    • Mackie Chaudhry, CFP®
      Founder & Financial Advisor
      3001 Bishop Drive, Suite 300
      San Ramon, CA 94583
      Phone: (925) 308-5082
      Send an Email