Pleasanton is a town in California with a population of approximately 80,000 people. It is located in Alameda County and is judged as one of the best places to live in California. With over 60% of its population having a bachelor’s degree or higher, and s median household income of $150,000, Pleasanton is very wealthy.
As a result of this affluence, there are a lot of organizations and individuals in the area that offer financial services. However, as a person with high net worth, you need to be careful about who you trust to handle your wealth. The Ultimate Guide was designed in part to help you understand everything it means to ‘trust’ someone with your wealth. You aren’t just trusting them to not be a crook. You’re trusting them to not be incompetent, or self-serving, or have conflicts of interest. Most of all, you’re trusting them to use a proven process for creating customized portfolio plans for high net worth investors like you.