Duet Advisory Services LLC

About

Financial Planner - Pleasanton, CA | Cents & Sensibility Home" /> Focus On What Matters Most We ll help guide your financial journey so you can live a life you love each day. Let's Talk Services How Can We Help You? We offer a wide variety of services all geared to help you with your financial goals. Retirement We want to help you build a retirement strategy that is sure to keep you excited for what s to come. Learn More Investment Management We ll create an investment strategy that s tailored to your risk tolerance, time horizon, and goals. Learn more Tax Strategy We'll help make sure that we're considering the tax implications of our investments decisions. Learn more Lifestyle Strike the perfect balance between work and leisure. Learn more Cash Flow We'll analyze your cash flow situation to calculate if you are on track for retirement. Learn More Legacy Estate Let us help you secure your legacy for future generations. Learn more See All Services Meet Our Team Ali Gardner Client Relationship Manager (925) 225-1135 ali@centsinc.net Jacqueline Almeida Financial Advisor & Operations Manager (925) 225-1135 jacqueline@centsinc.net Lynda Kiikvee Client Relationship Coordinator (925) 225-1135 lynda@centsinc.net Mayna Bressler Client Relationship Coordinator (925) 225-1135 mayna@centsinc.net Sharon Almeida Founder & CEO (925) 225-1135 sharon@centsinc.net Sharon s Story Read about what inspires our founder Sharon in her own words I love to travel, meet new people, and share their exp

Key Contact

Geographic Focus