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Pleasanton Financial Planners

Pleasanton financial planners assist residents of Pleasanton and the surrounding area with a variety of fiscal matters. From planning for retirement to saving for a home, getting out of debt or estate planning, Pleasanton financial planners provide an important service to their clients.

Become a Pleasanton Financial Planner

To be a successful advisor you should be one of two things; a people person or a numbers and business person. If you skew towards money and business, it would be most fitting to become a CFA or Chartered Financial Analyst. If you love people, fear not. You can still be one of the great financial planners. After all, the business is about helping people to achieve their financial goals, from sending their kids to college to California retirement and everything in between.

As a Pleasanton financial planner, you will be helping residents of Pleasanton, CA to achieve their financial goals. Listening skills and an ability to see the bigger picture are vital for success. A strong desire to help people is one characteristic that great financial planners possess.

One of the hats good planners wear is as a salesperson. Selling people on saving their money can be a tough row to hoe. Saving money is not necessarily sexy. Making someone see the need and actually save requires a bit of skill in the area of sales.

To be one of the great Pleasanton financial planners, a degree in accounting, economics, marketing, business, commerce or finance is a good start. These degrees would give you a leg up in the pool of home finance planners. Getting certified as a CFP, or certified financial planner, is another.

Getting certified as a CFP is as simple as completing a college course. There are over 200 colleges and universities that offer courses to prepare you for certification as a CFP. Getting the designation lends credibility to you as a Pleasanton financial planner. In addition to a course, three years of professional experience is also required for CFP certification.

Once you receive your certification, your education is not over. Continuing education is vital to your success. Staying current on industry trends, California laws, the economy and new products is crucial to your continued success.

What Being a Pleasanton Financial Planner Entails

As a fiscal advisor in Pleasanton, CA, your job is varied in scope. Helping clients plan for retirement is just the beginning. There are a number of topics on which you may be called to advise on.

In addition to retirement planning, Pleasanton, CA planners help their clients save for major expenses, like a first home or college, plan their estate or prepare taxes. Developing a plan to get clients out of debt or come up with an investment strategy are other areas where expertise may be needed.

Since money is involved, there are emotions and feelings at play. Planners who are good with people will excel in these areas. Since you would be helping people to achieve their fiscal goals, understanding the human connection to money will be important. Being a Pleasanton financial planner will be equal parts psychologist and money manager.

Knowledge of retirement savings programs, such as 401(k)'s and IRAs, and college savings plans, like 529s, is important for any advisor in Pleasanton, California. Having immediate knowledge of these plans will only help you succeed in your chosen career path. Keeping current on any and all requirements and regulations associated with the industry will also help.

Coming up with a plan to get someone out of debt or to plan to leave an inheritance or estate is another aspect of the job. Understanding taxes and tax free investing will come into play here. Getting your clients the most bang for their buck will ensure you referrals and repeat business.

Compensation is one of the first things anyone entering a new position is eager to understand. Advisors in Pleasanton may be compensated in a variety of ways. Money managers may charge a flat rate, an hourly rate or commission. While commissions may only be one to two percent, with a client with a lot of money to manage, that one to two percent can add up to some pretty hefty compensation. They may also be in charge of finding their own clients, depending on the company that they work for.

Becoming an advisor is one career path with an unlimited payout, both monetary and in good karma. Pleasanton financial planners have the rewarding job of helping people achieve their dreams. Helping people to understand the value of planning for their future expenses can be challenging at times, but it can also be extremely fulfilling. Just think about the good feelings of helping someone achieve their goals of retiring early or sending their kids to college without the burden of student loans.

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Financial Planners in Pleasanton

Mallory Dinis
Mallory Dinis
4301 Hacienda Drive, Suite 100
Pleasanton, CA 94588

George  Salter II, JD, MBA, CFP
George Salter II, JD, MBA, CFP
PO Box 125
Alamo, CA 94507

Robert Choy
Robert Choy
3945 Freedom Circle, Suite 950
Santa Clara, CA 95054

David Bobrowsky, CFP
David Bobrowsky, CFP
1261 Locust St.
Suite #60
Walnut Creek, CA 94596

Mark Palmer
Mark Palmer
2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596

Niagara Credit Income Fund
Niagara Credit Income Fund
400 S El Camino Real
Suite 1100
San Mateo, CA 94402

William Callahan
William Callahan
851 Irwin St Ste 201A
San Rafael, CA 94901

Kerry Lee
Kerry Lee
4040 Civic Center Drive
Suite 200
San Rafael, CA 94903

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