Paul Dines, Financial Advisor located in San Jose, CA

Financial Advisor
Paul A Dines

MS, CFP®
2397 Forest Ave Ste A, San Jose, CA 95128opens in a new window
Referrals Only
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Hiking
  • Reading
  • Sailing
  • Spending Time with Family

Team Members

  • Naira Masri
    Sr. Branch Office Administrator
    FPQP®
  • Katherine Overhouse
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(408) 984-4729

Fax

(866) 532-4716

Office Address

2397 Forest Ave Ste A
San Jose, CA 95128opens in a new window

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