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.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
10/05/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
10/02/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
09/28/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
09/25/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Are you planning to work after taking Social Security benefits? Know the rules.
09/21/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/18/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
09/14/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
09/07/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/04/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

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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