Munshi & Caminos is a financial services firm that has been serving the Bay Area community for more than four decades from offices in Fremont, San Francisco, and San Mateo. The advisory team has assisted multiple generations of business owners, families, and individuals. Individual offerings include retirement planning, wealth management, asset protection strategies, estate planning, financial planning, disability, and long term care needs planning, charitable contribution strategies, life insurance options, and annuities. For business owners, typical services involve buy/sell agreement funding, deferred compensation funding, employee benefits design and implementation, key person insurance, life insurance, and succession planning.
Fremont, CA 94538