Atul C. Dubal,  CFP<sup>&reg;</sup> - Financial Advisor

Atul C. Dubal, CFP®

Financial Advisor

Prudent Prospera Planning Inc

5506 Sunol Blvd, Ste 205
Pleasanton, CA 94566
(866) 900-8376
(925) 523-3459

General

Atul Dubal is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudent Prospera Planning Inc in Pleasanton, CA and the surrounding communities.

Financial Advisor Overview

Retirement Income, Life Insurance, Annuity Asset Management (Flat Fees), Tax-Aware strategies, IRA/401k Rollover.

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Financial Advisor Experience

I am a seasoned and accomplished financial service rpvoder, and am the owner of Prudent Prospera Planning, Inc. I have over 25 years of experience serving clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Business Taxes, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources