
P (Nathen) Banneemail
Golden Summit Wealth & Insurance Solutions
6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566
Pleasanton, CA 94566
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Languages: English
Credentials: CFP®
Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, Charitable Giving, Estate Planning, College Funding Strategies, Business Succession Planning, Financial Planning, Student Loan Refinancing
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