Prudent Prospera Planning, Inc.

Prudent Prospera Planning, Inc. (CRD# 175416) is a financial advisory firm headquartered in Pleasanton, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Prudent Prospera Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Atul C. Dubal
CRD#: 1734157
5506 Sunol Blvd, Suite 205, Pleasanton, CA 94566

Atul Dubal (CRD# 1734157) is an Investment Advisor Representative working at Prudent Prospera Planning, Inc. in Pleasanton, CA and has over 30 years of experience in the finance industry. Atul Dubal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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