Smart Path Wealth Management Email Formats
Financial Services • 
Pleasanton, California, United States • 1-10 Employees
Smart Path Wealth Management Email Formats
Smart Path Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@smartpathwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@smartpathwm.com | 100% |
Key Contact at Smart Path Wealth Management
Palbir Nijjar
Founder/Wealth Advisor
Company overview
| Headquarters | Pleasanton, California, United States |
| Phone number | +19252678955 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Debt Management, Tax Planning, Small Business, College Planning, Investment Management, Employee Benefits Optimization |
| Employees | 1-10 |
| Socials |
About Smart Path Wealth Management
Smart Path Wealth Management is all about helping busy professionals and families navigate their financial life. For years, wealth management has been reserved for multi-millionaires. Typical beneficiaries of quality money advice were large institutions who move around billions of dollars per microsecond, or high-net-worth families who were trying to find the most tax-efficient way to pass money down to their heirs. Meanwhile, those who could truly benefit from financial advice were either going at it alone, letting robots manage money for them, or paying high commissions for products that helped the wrong person get rich. At Smart Path Wealth Management, my focus is on YOU. I don’t get paid a commission and my financial interests are aligned with yours. I am here to get you in the right investments for the next 1, 5, 10, and 20 years. I am here to help you achieve your financial goals such as purchasing a home, paying down debt, and paying for your children’s college education.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Smart Path Wealth Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Smart Path Wealth Management has never raised funding before.
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