(EMAILWIRE.COM, February 26, 2016 ) Oakland, CA -- Atul C. Dubal, a certified financial planner with Prudent Prospera Planning, LLC, participated in Oakland Financial Planning Day, the company has announced. Financial Planning Days are organized by the CFP Board in coordination with three national non-profit organizations. These include Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors.
The CFP Board is a non-profit
Learn more about CFP Board's special events and overall philosophy at http://www.cfp.net/public-policy/consumer-outreach/financial-planning-clinics/financial-planning-days.
FBA of the East Bay
Financial Planning Association of the East Bay, based in Clayton, CA, promotes the financial planning profession and Certified Financial Planner(TM) designation on a public level. Professional development services and financial advisors are available. A group of almost 400 members, the East Bay Chapter meets on the first Wednesday of the month.
For a calendar of events and the latest Chapter News, go to http://fpaeb.org/.
Atul C. Dubal
Mr. Dubal commented; "This is another example of the joy of giving. It was a pleasure to meet people in our community that were so appreciative. I am really looking forward to the next time we do one of these events".
Atul C. Dubal helps individuals prepare for retirement, obtain life insurance, and with ETF and annuity matters. A Certified Financial Planner, he is the owner of Prudent Prospera, a financial assets advisory firm. He is skilled in wealth management and retirement planning, and is well-versed in tax saving strategies. Dubal is also involved in 3rd party money management, IRA/401k rollover, and devising customized solutions for individuals and families. He holds a series 7 Registered Rep qualification and series 34 General Securities Principal and has worked at an NYSE brokerage firm, managed a branch office associated with Raymond James Financial Services, and worked for MetLife Insurance Company.
Learn more about Prudent Prospera and Atul C. Dubal's participation in Oakland Financial Planning Day by going to http://www.prudentprospera.com/.
About PRUDENT PROSPERA PLANNING LLC:
Offering a full range of financial advisory services, Prudent Prospera helps individuals and families with retirement planning, risk management, and also estate conservation. It focuses on the financial rewards of investment planning, which is often perceived by people as complex and confusing. The firm highly recommends working with CFP professionals because individuals must meet examination, experience, ethics, and education requirements to be a part of the program.
Atul Dubal takes the mystery out of investing, retirement planning, and risk management. The company works to help preserve client assets and assist them in pursuing their financial objectives. As a small firm, it is flexible while striving to be accessible to all clients in the local area.
PRUDENT PROSPERA PLANNING LLC
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