As a fellow San Ramon Chamber of Commerce member, I'd love the opportunity to connect!
I'm Mackie Chaudhry, CFP®, founder of Soluna Wealth Planning. I provide comprehensive financial planning for women and families, specializing in women business owners and professionals.
I work with clients to help them make confident, informed financial decisions, from building personal wealth and managing investments to planning for retirement and navigating life's transitions.
As a special benefit for fellow Chamber members, I'm offering a complimentary 30-minute Financial Clarity Conversation.
Whether you're a business owner looking to better align your personal and business finances, a professional planning for your future, or simply wondering if you're on the right financial path, I'd love to connect.
No pressure, no obligation. Just a genuine conversation about where you are, where you'd like to go, and how financial planning might help.
To schedule your conversation, reach out by email or visit my website. I look forward to connecting!
This introductory conversation does not include a comprehensive financial plan or individualized investment recommendations.
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 3001 Bishop Drive, Suite 300, San Ramon, CA, 94583.
