Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Phone: (408) 836-3858
All days/times - By Appointment only
Mon-Fri: 9:00 AM - 5:00 PM
Sat-Sun: As needed.
To schedule an appointment, please send an email to Sid@lightpathcapital.com, call (408) 836-3858 or visit my Calendly.com/sidjainmymoneymall.We offer in person, phone, or Zoom meetings whichever you prefer.