Samantha N Dinh, CFP - Paragon Financial Planning

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550 Park St Ste 105
Alameda, CA 94501
+1 (510) 227-5354
http://www.paragon-fp.com

Paragon Financial Planning is an independent wealth management firm located in Alameda, CA, dedicated to helping clients achieve their financial goals through a holistic approach. With a focus on exceptional service and thoughtful solutions, they empower clients with education and act as their financial advocate, striving to maximize their journey towards financial independence.

As a registered representative with LPL Financial, Paragon Financial Planning operates under the fiduciary standard, ensuring that their clients' best interests are always prioritized. With a team of experienced professionals, they offer a range of services including financial planning, investment advice, and collaboration, aiming to transform clients' financial visions into reality.

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5.051 reviews
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Ingrid C.
12/15/2025

Samantha has been managing my family's portfolio since 2018. This has been one of the best decisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our...

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Vinnie U.
12/9/2025

I have been a client of Samantha for many years now. She is amazing. I cannot imagine working with anyone else. She is highly knowledgeable. I can vouch for every 5 star reviews. Thank you Samantha.

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Gwen ..
5/2/2024

I have had a CFP for several years; however, when the time came to retire, I thought it would be wise to seek out a second and third opinion of how to manage my retirement savings. If you are in...

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Gerry G.
5/29/2024

Samantha is awesome. She not only takes care of our money (She has surpassed her promise to double our money every ten years.), she takes care of us by the thoughtful, knowledgeable, informative,...

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Don N.
3/26/2021

Samantha has been managing my portfolio for over 8 years now and I am more than100% happy with her! She diversified my funds in such a way that I have long term insurance, an annuity from which I...

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