Abundance Wealth Planning, LLC

I am a certified financial advisor and planner for attorneys, executives, and entrepreneurs.
As a fee-only fiduciary, I work solely in your best interests. I do not sell or receive commissions on any financial products such as insurance policies or investment funds.

Money can stress us regardless of how much of it we have. Born into a family business, I received many mixed money messages while growing up:

  • Money is supposed to provide safety and freedom, yet everyone seems to be chained to their businesses.
  • We should work hard to build wealth so we can have a great future for our families, yet no one knows what that actually looks like.
  • We want that great future for our loved ones, but we're so busy working we have no time for them.

It's not just about wealth, it is about well-being. If you have achieved success and wealth, but have financial questions or still feel that something isn't right, I can partner with you to:

  • Clarify the goals that motivate you and uncover your “whys”.
  • Design a robust plan to grow your business, protect your family, and help you navigate the changes that life throws at you.
  • Use your finances and wealth as resources to help you achieve personal and financial well-being for you and your loved ones.
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Advisors at this Office

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This Office

39899 Balentine Dr Ste 200 Newark, CA 94560-5361 Phone: (510) 933-8347

Primary Office

39899 Balentine Dr Ste 200 Newark, CA 94560-5361 Phone: (510) 933-8347