smart path wealth management

Independent, fee-only financial advisor
Pleasanton, CA

As someone who is not creative by any means, I decided to outsource my website design. Karin was the perfect person to work with. She has a thorough, well-drawn out process where she tries to understand me, my business, and my vision. Once she has that information, she runs with it and does the dirty work I don’t want to touch. The end result was awesome. Karin is highly responsive, gives valuable feedback, and is a pleasure to work with. I highly recommend her for your creative needs.

Financial Advisor

Smart Path Wealth Management