Smart Path Wealth Management

Closed
yelp logo

(8)

Call
Website

Photos

4695 Chabot Dr Ste 200
Pleasanton, CA 94588
+1 (925) 267-8955
http://smartpathwm.com

Smart Path Wealth Management is a financial advisory firm based in Pleasanton, CA, catering to Bay Area tech professionals. Specializing in strategic financial planning and investment management, the firm assists clients in setting up their families for financial success. Their services include equity compensation planning, investment management, and college and tax planning.

With a focus on helping clients plan for a financially secure future, Smart Path Wealth Management offers comprehensive financial planning starting at $2,000. This service encompasses equity strategy, retirement planning, employee benefits, insurance, tax strategies, cash flow management, and estate planning, providing actionable steps towards achieving long-term financial goals.

Moreover, the firm provides investment management services starting at 1% of Assets Under Management. By developing a personalized investment strategy tailored to each client's unique goals, Smart Path Wealth Management aims to accelerate their path to wealth by investing in companies of the future.

Generated from the website content

Also at this address

Reviews

yelp logo
5.08 reviews
Photo of Marc K.
Marc K.
3/30/2021

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their financial goals. My wife and I couldn't be happier with our decision to work with Palbir. We...

Read more on Yelp
Rachel L.
12/14/2020

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I could afford to buy a house in the next few years (I'm 30). After multiple discussions, he also...

Read more on Yelp
Photo of Katie M.
Katie M.
11/3/2016

Paul has helped our young family take control of our finances. I always thought that financial planners were for the wealthy, not me, until a friend recommended Paul. We've been working with him...

Read more on Yelp
Glenn S.
2/19/2021

I have been with Palbir for a couple years now and he has been awesome! He understands what my goals were coming in and has helped immensely with my financial management and planning. 10/10!

Read more on Yelp
Kofi A.
8/31/2019

At the start of this year, I decided with a little trepidation, to engage a financial planner to discuss retirement and my financial goals. It turned out to be among the best financial decisions...

Read more on Yelp
Own this business?
See a problem?

You might also like

Monterey Private Wealth

2
"My wife and I definitely recommend Gary Alt and Monterey Private Wealth. We had looked into some of the newer "robo-advisors" and some other financial planning firms but what we found at MPW..."
Merrill Lynch Wealth Management
Financial consultant, Stock exchanges, Security brokers and dealers

Merrill Lynch Wealth Management

Welcome to Merrill Lynch in Pleasanton, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Gerald Gee-Morgan Stanley

In Pleasanton, CA, you'll find Gerald Gee-Morgan Stanley, a distinguished financial institution offering a range of services to clients worldwide. With a strong emphasis on innovation and sustainability, Gerald Gee-Morgan Stanley is dedicated to providing top-tier investment banking, wealth management, and investment management solutions to corporations, governments, institutions, and individuals alike. At Gerald Gee-Morgan Stanley, a diverse team of experts collaborates to develop cutting-edge financial strategies tailored to meet the unique needs of clients in the ever-evolving global markets. By harnessing advanced technology and a client-centric approach, Gerald Gee-Morgan Stanley stands out as a trusted partner in the realm of finance, striving to deliver excellence and value in every interaction. Generated using this brand's available information
United States›California›Pleasanton›Smart Path Wealth Management

Partial Data by Foursquare.