Charles Saunders, Financial Professional, Golden Summit Wealth

Charles Saunders, Financial Professional, Golden Summit Wealth Charles is committed to helping employers, business owners and individuals achieve their long-term f

Many women buy solo or co‑buy with family. Whatever your path, a clear plan can help clarify your approach and build con...
04/21/2026

Many women buy solo or co‑buy with family. Whatever your path, a clear plan can help clarify your approach and build confidence. Let’s meet to review the numbers together.

Allocate your tax refund with purpose. Schedule a conversation to discuss a plan that aligns with your life, priorities,...
04/07/2026

Allocate your tax refund with purpose. Schedule a conversation to discuss a plan that aligns with your life, priorities, and timeline.

Happy International Women’s Day to all. Together, let’s honor the progress made and keep building a more supportive, int...
03/08/2026

Happy International Women’s Day to all. Together, let’s honor the progress made and keep building a more supportive, interconnected world.

Need help understanding the complexities of tax planning? Looking to make informed decisions about your tax options? Let...
03/03/2026

Need help understanding the complexities of tax planning? Looking to make informed decisions about your tax options? Let’s make sure you’re prepared. Reach out now to set up an appointment.

Let’s celebrate the legacies and leadership of women past and present. Together, we can pave the way for a future of gre...
03/01/2026

Let’s celebrate the legacies and leadership of women past and present. Together, we can pave the way for a future of greater opportunities.

You’ve built so much — now it’s time to help safeguard it. Wondering if your life or disability coverage is enough? Let’...
02/17/2026

You’ve built so much — now it’s time to help safeguard it. Wondering if your life or disability coverage is enough? Let’s connect to help your coverage align with your needs.

As we step into a new year, take a moment to review your budget and your savings plan, and consider new strategies or po...
02/03/2026

As we step into a new year, take a moment to review your budget and your savings plan, and consider new strategies or policies. Reach out now to schedule a meeting to help make sure you’re on track.

Let your values help shape your lasting legacy. Discover how your financial plans can support your financial future whil...
01/20/2026

Let your values help shape your lasting legacy. Discover how your financial plans can support your financial future while helping build a legacy that can live on long after you.

Start the new year off with a new vision for charitable giving. I’m here to help you create that plan while also securin...
01/06/2026

Start the new year off with a new vision for charitable giving. I’m here to help you create that plan while also securing your own financial future. Just reach out to get started.

Health care costs can impact financial security, especially for women.Plan ahead with a savings strategy. Let’s talk — s...
12/09/2025

Health care costs can impact financial security, especially for women.
Plan ahead with a savings strategy. Let’s talk — schedule a meeting today.

Each new season of your life brings new priorities and challenges for your finances. Let’s chat about how best to naviga...
10/21/2025

Each new season of your life brings new priorities and challenges for your finances.
Let’s chat about how best to navigate this exciting new chapter.

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San Jose, CA
95110

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

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