TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

shan

shan

Corporate office, walnut creek

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Min. Assets
Languages
English, Spanish
License
Validated

Areas of Expertise

retirement

Client Reviews (7 reviews)

😊
7 Happy
😞
0 Unhappy
🤔
0 Neutral
Reviewer
Anya Gupta
April 1, 2026

Very good

Reviewer
Anya Gupta
May 12, 2020

good

Reviewer
Anya Gupta
May 12, 2020

goood

Advisor
shan
Response from advisor

thank you

Reviewer
Sam Prescot
May 12, 2020

Great guy, helped me with getting my 401k and IRA done

Reviewer
Changing Our Futures
April 26, 2020

Excellent advisor