PlanTran Financial

PlanTran Financial PLANTRAN Financial is a financial advisory firm serving Pleasanton, CA. https://go.oncehub.com/DanBeltran Member FINRA (finra.org) / SIPC (sipc.org).

We offer full-service wealth management including estate planning, insurance review, tax planning, investment management, and retirement planning. Dan Beltran is a registered representative with, and
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/02/2026

Does AI pose a threat to your life savings and if so, how can you protect yourself?

With markets constantly reacting to economic data and global events, perspective matters. Take a few minutes to review t...
09/30/2026

With markets constantly reacting to economic data and global events, perspective matters. Take a few minutes to review this week’s update, and reach out if you’d like help connecting current market developments to your personal financial plan: https://www.plantranfinancial.com/weekly-market-commentary-file

09/25/2026

Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901.

Today we recognize the accomplishments of women in business and the positive impact they make in workplaces, communities...
09/22/2026

Today we recognize the accomplishments of women in business and the positive impact they make in workplaces, communities, and industries across the country.

Thank you to the trailblazers, mentors, and rising leaders who continue to push boundaries and create opportunities for future generations.

🌟 Happy American Business Women's Day!

You've spent years building your business. Have you spent enough time planning your exit?Retirement for business owners ...
09/21/2026

You've spent years building your business. Have you spent enough time planning your exit?

Retirement for business owners involves more than just saving money. It requires a clear timeline, a succession strategy, and a plan for life after work.

Use this checklist to see if you're truly retirement ready.

09/18/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

What is your trusted source for market updates and information? 🔔 Our Weekly Market Commentary, written by the LPL Finan...
09/16/2026

What is your trusted source for market updates and information? 🔔

Our Weekly Market Commentary, written by the LPL Financial Research team, is your one-stop shop for the latest and best thoughtful insight on market news. Read the latest edition here: https://www.plantranfinancial.com/weekly-market-commentary-file

09/10/2026

Money can be a difficult conversation, especially if parents don’t feel totally comfortable with the topic themselves. But Jennifer Seitz, director of education at Greenlight, a family personal finance app, said that’s starting to change.

Address

350 Main Street Suite H-1
Pleasanton, CA
94566

Website

Alerts

Be the first to know and let us send you an email when PlanTran Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category