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Gyanesh Mathur CPA, CTRS, CTC, CHBC, FCA
Gyanesh Mathur CPA, CTRS, CTC, CHBC, FCA

Aeon CPA

3900 Newpark Mall, Third Floor.
Newark, CA 94560
510.257.4000
gmathur@aeoncpa.com
www.aeoncpa.com

Aeon CPA provides a wide range of services to all businesses and individuals in a variety of industries. At Aeon CPA, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

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Sonia Huang
Sonia Huang

the Loan Story
408.209.0154
sonia@theloanstory.com
www.theloanstory.com

Home Financing
Our service changes people's lives.

We built a company whose goal is to simplify the complexity of securing home financing. Loans are not just about price, they are about planning your life and looking into the future.

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Chris Lewis
Chris Lewis

MassMutual Northern CA
2150 N 1st st STE 500
San Jose, CA 95131
510-329-7393

Life | Disability | Long Term Care | Annuities

My team and I help individuals protect and preserve the things that matter most such as their lifestyle, assets, and loved ones.

Ideal Referrals:

Young Families- Families looking for proper financial protection to ensure their family is taken care in the case of any unforseen death or disability.

Pre- Retirees- Individuals planning for retirement  in10-20 years position and protect their assets in a manner that allows them to safely produce a higher income in retirement.

Retirees- Individuals getting close to or already in retirement who would like peace of mind knowing will not outlive their money and become a burden to their children in their later years.

Business Owners- Business Owners protect their assets from creditors and predators, retain key employees, and implement an exit strategy into retirement from their business.

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