Samantha N Dinh, CFP - Paragon Financial Planning

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550 Park St Ste 105
Alameda, CA 94501
+1 (510) 227-5354
http://www.paragon-fp.com

Paragon Financial Planning is an independent wealth management firm located in Alameda, CA, dedicated to helping clients achieve their financial goals through a holistic approach. With a focus on exceptional service and thoughtful solutions, they empower clients with education and act as their financial advocate, striving to maximize their journey towards financial independence.

As a registered representative with LPL Financial, Paragon Financial Planning operates under the fiduciary standard, ensuring that their clients' best interests are always prioritized. With a team of experienced professionals, they offer a range of services including financial planning, investment advice, and collaboration, aiming to transform clients' financial visions into reality.

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5.049 reviews
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Clinton L.
2/12/2020

Samantha helped me acquire a life insurance policy after being denied coverage with several of the new online-only providers (ladder, haven). The problem was that I was an active rock climber when...

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Gwen ..
5/2/2024

I have had a CFP for several years; however, when the time came to retire, I thought it would be wise to seek out a second and third opinion of how to manage my retirement savings. If you are in...

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Gerry G.
5/29/2024

Samantha is awesome. She not only takes care of our money (She has surpassed her promise to double our money every ten years.), she takes care of us by the thoughtful, knowledgeable, informative,...

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Don N.
3/26/2021

Samantha has been managing my portfolio for over 8 years now and I am more than100% happy with her! She diversified my funds in such a way that I have long term insurance, an annuity from which I...

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John P.
7/18/2023

I am in no way a regular Yelper and it takes an exceptional experience to move me to action. Exceptional is exactly how it felt when my sisters and I received actionable advice during the free 30...

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