BEST Retirement Planners in Pleasanton, CA

From the Business:With over 15 years of experience, Giri Lankipalle - Financial Services in Pleasanton, CA offers a comprehensive range of financial and taxation services. Catering to the unique needs of our tech-professional-dominated city, we specialize in estate planning, life insurance, retirement planning, and more. Our services also cover personal and business tax planning, ensuring your finances align with the specificities of California's regulatory environment. From cash flow management to college planning, trust us to guide you to financial security.Read more

From the Business:Hima Kongara Financial Professional is committed to helping individuals, families, and business owners build a strong financial foundation through personalized financial planning and wealth protection strategies. With a client-first approach, Hima provides guidance on retirement planning, life insurance, wealth management, estate planning, education funding, tax-efficient strategies, and long-term financial goal planning. By understanding each client's unique financial aspirations and risk profile, Hima develops customized solutions that help protect assets, grow wealth, and create lasting financial security with confidence and peace of mind. Hima also shares practical financial education focused on smart investing, wealth protection, and long-term financial planning.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Financial Advisor, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Retirement Planning, Wealth Management, Trust Services, Business Planning, Annuities, and Life insurance as a member of Morgan Stanley's Napa Harvest Group, Jyoti Sharma brings a holistic perspective to financial planning, encompassing a 360-degree view of all aspects of a client’s economic life, to help formulate a customized, values-based strategy and guide each client toward confident, educated decisions. Based in our Pleasanton office, Jyoti frequently works with key employees and executives in the technology sector and is fluent in the complex language of equity compensation and stock options. She also has a wide range of experience working with women facing transitional situations. Since 2006, Jyoti has earned clients’ trust through close collaboration on investments, tax harvesting, estate planning strategies, life insurance, and long-term care, in coordination with their attorneys and tax advisors as needed. Jyoti earned a B.S. in Business, magna cum laude, from CSU East Bay. She and her husband Jai Kumar, a tech executive, have two children: Ayushi, a medical student, and Karan, a data analyst. An avid traveler, Jyoti also loves bicycling and cooking world cuisines. She is an active supporter of the nonprofit organization Narika.Read more

From the Business:Sid Paruthi Financial advisor prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in Pleasanton, CA. I specialize in Financial Advisor,Accountant Services,Auditing Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,Compilation Services,Finance & Accounting Training,Financial Planning,Financial statement Analysis,Income Tax Filing,Incorporation Service,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

From the Business:Over Twenty-five years of extensive, Accounting, Audit, Taxation and management services experience. As an individual contributor, performed Financial Analysis, Accounting, Audits, and prepared quarterly and yearly tax forms (Tax Preparation, payroll tax and compliance, Sales Tax, and form-571L). Over 15 years of experience working with Small to mid-size companies, and start-ups with their accounting, taxes, tax planning and CFO services. Looking forward to serving community with my knowledge and experience.Read more

From the Business:Ronak Bhatt, CPA, MBA, is the visionary founder and principal of Milestone Certified Public Accountants. With a robust background in accounting and finance, Ronak has dedicated his career to guiding clients toward financial success through personalized and strategic solutions. Ronak's professional journey includes significant roles at prominent firms such as CliftonLarsonAllen, Carr Riggs & Ingram, and Sueba Real Estate where he honed his expertise in tax planning, financial reporting and analysis, and business advisory services. His experience spans various industries, including healthcare, agriculture, real estate, technology, and service-based businesses, enabling him to offer tailored insights that drive growth and profitability. Holding both a Certified Public Accountant designation and a Master of Business Administration, Ronak combines technical proficiency with strategic acumen. His commitment to staying abreast of evolving tax laws and financial regulations ensures that clients receive the most current and effective advice. At Milestone CPAs, Ronak leads a team dedicated to proactive communication, precision, and client success. He believes in building long-term relationships with clients, serving not just as an accountant but as a trusted partner in their financial journeys. Outside of his professional endeavors, Ronak is passionate about community engagement and continuous learning. He frequently participates in local business seminars and workshops, sharing his knowledge to empower others in the Pleasanton community and beyond. With Ronak Bhatt at the helm, Milestone CPAs is committed to guiding clients through the complexities of accounting, business, and finance, helping them achieve their personal and professional milestones with confidence.Read more

From the Business:Kailash Chander is an experienced financial advisor who provides expert guidance and tailored financial planning services to individuals and businesses. With a focus on building long-term financial security, he specializes in investment strategies, retirement planning, tax management, and wealth preservation. Kailash takes a personalized approach, understanding each client's unique needs and goals to offer customized solutions that help them achieve financial success. Known for his integrity and in-depth knowledge, Kailash Chander is committed to supporting clients in making informed decisions, navigating the complexities of financial markets, and securing their financial future. His client-first mentality ensures that every recommendation is aligned with the best interests of those he serves.Read more

From the Business:Krishna Tax Services is a professional tax consultancy firm that specializes in providing comprehensive tax-related services to both individuals and businesses. The firm offers a wide range of services, including tax preparation, tax planning, audit support, and financial consulting. With a focus on minimizing tax liabilities while ensuring full compliance with tax laws, Krishna Tax Services works closely with clients to develop personalized tax strategies. Whether assisting with individual tax filings, business tax returns, or addressing complex tax situations, the firm prides itself on offering reliable, accurate, and efficient services. Dedicated to staying up-to-date with the latest tax regulations and best practices, Krishna Tax Services helps clients navigate the often-complex world of taxation, providing peace of mind and financial security.Read more

From the Business:

Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me. Thanks

From the Business:Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me. Thanks Read more