Virginia Duan

I understand that a lot of people are worried about the stock market and the economy right now. Either their financial advisor isn’t calling them, or they have no one to answer their questions and address their concerns.

In addition, I realize that you’re having all sorts of conversations with your friends and family about the markets. If I can help them, let me know. They do NOT have to have an account with me to ask me any questions or get a second opinion. Here’s my direct line: 925-327-1011. Or, you can email me.

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My partner and I help:

1) Simplify your financial life.
2) Get the retirement income you deserve.
3) Create a legacy for the people and causes you care about.

We do this by:

1) Listening and analyzing your past, present and future financial and living situations.
2) Crafting a plan to help realize your dreams and goals that require assets.
3) Executing, monitoring and making appropriate changes to the plan.

If you know someone who has recently left their job and has no idea what to do with their old 401(k), I'd appreciate you letting me know.

Specialties:
- IRAs
- Roth IRAs
- 401(ks)
- IRA Rollovers
- 529 Plans
- Lending
- Life Insurance
- Long Term Care