Shyamali Mukherjeeemail
Golden Summit Wealth & Insurance Solutions
6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566
Pleasanton, CA 94566
Professional Story
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.
Education
Ms Computer Science, UC Davis, CA (2015-2017) MS Finance, St. Mary's College, CA(2020-2021)
Hobbies
Classical music and gardening
Affiliations & Memberships
BNI, Girls Gotta Have Funds, Narika.org
Community Involvement
Various South Asian Women's communities in Bay Area
Languages: English
Credentials: MS
Specialties:Business Owners, Special Needs, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Financial Education, Financial Planning, Student Loan Refinancing, Estate Planning
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