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Alan Silver
Business and Estate Planning at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Alan Silver, CLU</span>
Business and estate planning expert
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Location
Walnut Creek, California, United Stat...
Skills
- Customer Service
- Leadership
- Strategic Planning
- Public Speaking
- Management
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Bio
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Topline AI
Alan Silver is a seasoned business and estate planning expert with 59 years of experience, offering strategic planning, financial planning, and insurance services to clients in Hayward, CA. He holds a CLU certification from The American University.
Credentials
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CLU
The American University
Experience
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Alan Silver, CLU
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Hayward, CA
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Business and Estate Planning
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Mar 1965 - Present
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Hayward, CA
Working with my clients to insure that the assets that took them a lifetime to accumulate pass on to their heirs in a thoughtful and tax efficient manner. For the successful business owner making sure that proper planning is done especially when ownership is divided. Whether your business employs...
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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