an 18-year track record of successfully managing the personal wealth of private clients in Silicon and the Bay Area. ClearPath's wealth management plan centers around a dynamic, comprehensive process initiative is based on the belief that a global, risk-managed approach delivers the best risk-reward profile.

Service: College strategies planning; Financial planning: fee-based and commission based available. Wealth management ; Risk management: life insurance,disability insurance, long term care insurance and more. We offer complimentary consultation during our first meeting.