Estate planning is something that most people don’t want to think about, but it is a part of wealth management. The biggest problem with most estate plans is, quite simply, not having one. That’s why for people to make sure they have a will, an assigned healthcare power of attorney and financial power of attorney, and a living will. We provide professional advice to our clients, who can rely on in all market conditions. To perform our mission, we utilize our deep experience to deliver investment advice and financial planning services to clients and their families.

Victor Pantaleoni provides a full range of wealth and investment planning services to individuals and institutions. He offers a comprehensive team around your personal and financial situation and gives you what is needed to manage your wealth and achieve your long-term goals. https://www.youtube.com/watch?v=rjH1UAARgDU

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After receiving a business degree from Columbia College in Sonora, California, Victor Pantaleoni spent seven years working for the federal government before entering the private sector. A member of the Paralegal Association of Santa Clara County, Victor Pantaleoni has served the legal profession as a paralegal for almost 30 years, focusing on estate planning, trusts, estate taxes, and probate.

Victor Pantaleoni

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