David Mogannam - Financial Advisor
Business details
- Category
- Financial Services · Investment service, Financial consultant, Financial planner
- Address
- 39533 Paseo Padre Pkwy, Fremont, CA 94538
- Phone
- (510) 299-1038
- Website
- bankofthewest.com
- County
- Alameda County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Fremont, David Mogannam - Financial Advisor offers investment and financial planning services for families and individuals across the East Bay. We help clients think through their long-term goals, from building savings and growing investments to planning for retirement.
Our approach starts with understanding your full financial picture, so the guidance we offer fits your priorities and your timeline. We aim to make complex financial decisions feel clear and manageable, with plain-language explanations at every step.
Whether you are just starting to plan or looking for a second opinion on your current strategy, we are glad to talk through your options.
Learn more and get in touch through our website.
Our approach starts with understanding your full financial picture, so the guidance we offer fits your priorities and your timeline. We aim to make complex financial decisions feel clear and manageable, with plain-language explanations at every step.
Whether you are just starting to plan or looking for a second opinion on your current strategy, we are glad to talk through your options.
Learn more and get in touch through our website.