DCN Wealth Management

DCN Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from DCN Wealth Management, Financial planner, 39199 paseo padre pkwy, Fremont, CA.

*Investment products and services are offered through Sorrento Pacific Financial, (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
08/31/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

You face sequence of returns risk. Know what it is?
08/28/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/24/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

How prepared are you for retirement?
08/21/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
08/17/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Your credit score may impact what you pay for auto and home insurance.
08/14/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Preparation can sometimes be all you need to make the impossible, possible.
08/10/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Do your kids have the right stuff for college?
08/07/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
08/03/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Address

39199 Paseo Padre Pkwy
Fremont, CA
94538

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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