Atul C. Dubal, CFP®

About Atul C. Dubal, CFP®

As a CFP® professional who previously has held separately a series 7 Registered Rep. qualification since 1987 and a series 24 (General Securities Principal) since 1989, I am confident and well experienced to provide education in areas of tax management, college funding, retirement planning, investment planning, estate conservation, insurance planning, and many ancillary subjects. Web Sites: | |
Office: 925.202.1452 | Prudent Prospera

The Case for Private Pensions

Can Private Pensions Be The Answer to Failing Corporate Pensions? David March had worked for a trucking company in Ohio for 33 years. He and his wife Sarah had saved and planned for their retirement, being a member of the blue color labor force has meant Dave and Sarah were planning on his company retirement [...]

By |2019-01-11T19:31:47+00:00January 10th, 2019|Retirement Planning|