
Elly Chanemail
Golden Summit Wealth & Insurance Solutions
6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566
Pleasanton, CA 94566
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am licensed and registered to offer products and services in California.
CA Insurance License # 0687700
Languages: English, Chinese-Cantonese, Chinese-Mandarin
Credentials: CFP®, MBA
Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, Retirement Income Planning, Estate Planning, Business Owners, Financial Planning, College Funding Strategies, Business Succession Planning, Group Benefits
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