Secure Your Financial Future with CHIDA AND COMPANY
Pleasanton's trusted financial partner for comprehensive wealth management and investment solutions
About Us
Your trusted financial advisors in Pleasanton for comprehensive wealth management and investment solutions
Expert Financial Advisory Services
At CHIDA AND COMPANY, we specialize in providing comprehensive financial solutions to help individuals and businesses in Pleasanton achieve their financial goals and secure their financial future.
Contact usWealth Management
Comprehensive wealth management strategies designed to preserve and grow your assets for long-term financial security
Investment Planning
Strategic investment planning to help you build diversified portfolios aligned with your financial objectives
Retirement Planning
Expert retirement planning services to ensure financial stability and comfort during your retirement years
Tax Optimization
Strategic tax planning and optimization strategies to maximize your after-tax returns and minimize liabilities
Satisfied Clients across Pleasanton and Bay Area
Investment Portfolios successfully managed
Hours Of Advisory dedicated to client success
Financial Experts ready to assist you
Our Services
Comprehensive financial solutions tailored to your unique needs
Portfolio Management
Professional investment portfolio management tailored to your risk tolerance and financial objectives
Retirement Planning
Comprehensive retirement planning strategies to secure your financial future and maintain lifestyle
Estate Planning
Strategic estate planning services to protect and transfer your wealth according to your wishes
Tax Strategy
Advanced tax planning strategies to optimize your financial position and minimize tax liabilities
Why Choose Us
Experience the CHIDA AND COMPANY difference with our comprehensive financial expertise
Transparent Fees
Long-term Focus
Expert Advisors
Custom Strategies
Diversified Approach
Proven Track Record
Secure Assets
Virtual Consultations
24/7 Portfolio Access
Local Expertise
Performance Focused
Bright Financial Future
Client Testimonials
Hear what our clients in Pleasanton have to say about their experience with CHIDA AND COMPANY
Michael Rodriguez
Tech Executive
CHIDA AND COMPANY helped us develop a comprehensive investment strategy that aligned with our long-term goals. Their expertise in wealth management is exceptional.
Sarah Chen
Business Owner
The retirement planning services we received from CHIDA AND COMPANY gave us complete confidence in our financial future. Their attention to detail is remarkable.
Maria Wilson
Retired Professional
As I approached retirement, CHIDA AND COMPANY provided invaluable guidance on estate planning and wealth preservation. Their team is knowledgeable and compassionate.
Mike Thompson
Medical Professional
The tax optimization strategies implemented by CHIDA AND COMPANY saved us significantly while maximizing our investment returns. Highly recommended!
David Martinez
Corporate Executive
Working with CHIDA AND COMPANY transformed our approach to wealth management. Their personalized service and financial expertise are unmatched in Pleasanton.
Our Team
Meet the financial experts dedicated to your financial success
Robert Johnson
Wealth Management Director
Jennifer Lee
Investment Strategist
Marcus Williams
Financial Planner
Amanda Garcia
Tax SpecialistFrequently Asked Questions
Get answers to common questions about our financial services
What types of financial services do you offer?
We offer comprehensive financial services including wealth management, investment planning, retirement planning, estate planning, and tax optimization strategies for individuals and businesses in Pleasanton and the Bay Area.
How do you charge for your services?
We believe in transparent fee structures. Our services are typically offered through asset-based fees, flat fees, or hourly consulting rates depending on the services required. We provide clear fee disclosures upfront and discuss all costs during our initial consultation.
What is your investment philosophy?
We believe in a disciplined, long-term investment approach focused on diversification, risk management, and evidence-based strategies. We tailor investment portfolios to each client's unique financial goals, time horizon, and risk tolerance.
Do you work with clients who have smaller investment portfolios?
Yes, we work with clients at various stages of their financial journey. We believe everyone deserves access to quality financial advice and offer scalable service options to meet different needs and portfolio sizes.
What makes CHIDA AND COMPANY different from other financial firms?
Unlike many financial firms, we provide personalized service from our Pleasanton office with a focus on building long-term relationships. Our team combines extensive financial expertise with deep understanding of local market conditions to deliver tailored solutions that align with your unique financial objectives.