Charles Truong - Wealth Financial Advisor
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 15075 Farnsworth St, San Leandro, CA 94579
- Phone
- (510) 362-4677
- Website
- bankofthewest.com
- County
- Alameda County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: 8 AM–5 PM
- Sunday: 8 AM–5 PM
About
Clear financial planning, thoughtful investment guidance, and steady support for your long-term goals: that's what we offer at Charles Truong - Wealth Financial Advisor. As financial planners and consultants in San Leandro, we work with individuals and families across Alameda County and the East Bay to build a plan that fits their life.
Our focus is on understanding where you are today and where you want to go, then turning that into practical steps for saving, investing, and protecting what you've built. We take the time to explain each recommendation in plain language so you always know the reasoning behind the decisions we make together.
Whether you're planning for retirement, managing investments, or simply looking for a second opinion, we aim to bring clarity and confidence to the process.
You can learn more and get in touch through our website.
Our focus is on understanding where you are today and where you want to go, then turning that into practical steps for saving, investing, and protecting what you've built. We take the time to explain each recommendation in plain language so you always know the reasoning behind the decisions we make together.
Whether you're planning for retirement, managing investments, or simply looking for a second opinion, we aim to bring clarity and confidence to the process.
You can learn more and get in touch through our website.