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Atul D
CFP®, Series 63, Series 65, Series 66
Pleasanton, CA
Prudent Prospera Planning, Inc.
Atul Dubal is a financial advisor with Prudent Prospera Planning, Inc. in Pleasanton, CA, holding the CFP® designation and several securities licenses with 21 years of industry experience. He has been with Prudent Prospera Planning since 2015 and also operates as a licensed insurance agent through SaveOnTerms.com. Additionally, he spends time on tax planning activities in collaboration with CPA firms. Prudent Prospera Planning serves individuals, high-net-worth clients, and business entities by providing comprehensive financial and tax planning, insurance recommendations, and coordinating with independent third-party investment advisers. The firm emphasizes tailored asset-allocation strategies and ongoing client reviews while acting as a solicitor rather than directly managing client assets.
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