Q1 2025 Plan Participant Newsletter (Spanish)

Contact

Office: 925-267-7266

Mobile: 530-228-6268

350 Main Street

Suite H-1

Pleasanton, CA 94566

series 7, series 66, life & health insurance

dan@plantranfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Dan Beltran is a registered representative with, and securities and advisory services offered through LPL Financial,

a registered investment advisor. Member FINRA/SIPC

Dan Beltran I CA I 350 Main Street, Suite H-1, Pleasanton, CA 94566 I CA Insurance License #0E65057