Expertise.com

Best Financial Advisors in Milpitas

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
39899 Balentine Dr. Suite 200, Newark, CA 94560
Newark, CA 94560
  • Certified Financial Planner (CFP)
  • Financial Planning

Abundance Wealth Planning LLC serves clients in Milpitas. It helps clients achieve their financial goals through financial planning. The firm creates personalized programs based on the financial situations, challenges, opportunities, beliefs, values, and objectives of clients. It also reviews clients' goals, incorporates new life experiences, and monitors their progress. The owner, Joseph Kuo, is a Certified Financial Planner and a board member of the San Francisco chapter of the Financial Planning Association.

39899 Balentine Dr. Suite 200, Newark, CA 94560
Newark, CA 94560

Website(510) 933-8347

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

1165 Lincoln Avenue #330, San Jose, CA 95125
San Jose, CA 95125
  • Financial Planning

Flournoy Wealth Management provides women clients in Milpitas with independent and objective advice on how to handle their financial affairs. Its financial planning process involves checking the individual's current finances and cash flow. The firm's advisors offer guidance in making retirement, tax, and education planning. They deliver divorce financial planning investment management assistance. Pam Flournoy has CFP and CDFA designations. She participates in charitable giving to the 100 Women Charitable Foundation and Second Harvest Food Bank.

1165 Lincoln Avenue #330, San Jose, CA 95125
San Jose, CA 95125

Website(408) 271-8800

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

2570 North First Street, Suite 200, San Jose, CA 95131
San Jose, CA 95131
  • Business Formation

Gateway Financial Advisors customizes strategies to help achieve individuals' financial goals in Milpitas. It supports clients who need guidance in retirement, education, business, estate, and legacy planning, offering details on charitable strategies and multi-scenario analysis. Its advisors handle investment management for customers, informing them about risk tolerance and tax-efficient strategies. In addition, the advisors offer life, health, and property insurance services. Brian Lombardo is a CPA in Tennessee and California. He obtained his CFP certification in 2011.

2570 North First Street, Suite 200, San Jose, CA 95131
San Jose, CA 95131

Website(408) 728-4350

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1764 The Alameda, San Jose, CA 95126
San Jose, CA 95126
  • Financial Planning

Global Wealth Partners Inc. is a wealth planning firm that serves clients in the Milpitas metro. Its group of financial planners has more than 100 years of combined industry experience. Its wealth management programs include financial, retirement, and estate planning, and asset and risk management. The company also assists in business development involving real estate investment trusts and private real estate funds. It also conducts background checks on brokers via FINRA. Its founder, Lou Naser, has over 30 years of experience in the financial services industry.

1764 The Alameda, San Jose, CA 95126
San Jose, CA 95126

Website(408) 236-7630

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

333 W. Santa Clara St. Suite 604, San Jose, CA 95113
San Jose, CA 95113
Instagram
  • Retirement Planning
  • Wealth Management

Heckman Financial & Insurance Services, Inc., offers financial advice to help Milpitas residents achieve their retirement goals. Its advisors address clients’ specific needs through a broad range of investment and insurance products. Looking at the financial situations of clients, the advisors develop strategies for boosting retirement income, preserving assets, and planning their legacies. They also help individuals with the implementation of plans, updating them when necessary. Company president Eric Heckman founded the non-profit Financial Knowledge Institute. He is the author of “Worry Less Wealth.”

333 W. Santa Clara St. Suite 604, San Jose, CA 95113
San Jose, CA 95113

InstagramWebsite(408) 297-9800

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2005 De La Cruz Blvd. #120, Santa Clara, CA 95050
Santa Clara, CA 95050
  • Tax Planning
  • Retirement Planning

J.R. Financial & Insurance Services has been serving residents in Milpitas and the surrounding areas since 2008. It creates financial plans by reviewing the clients' current position, determining the status of their assets, and identifying issues that need to be addressed. The firm provides financial advice in areas such as retirement planning, long-term care, tax planning, and charitable work. Its president, James Rukstalis, is a Certified Financial Planner who has also worked with federal employees and football workers.

2005 De La Cruz Blvd. #120, Santa Clara, CA 95050
Santa Clara, CA 95050

Website(408) 642-1322

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2105 S. Bascom Ave. Suite 255, Campbell, CA 95008
Campbell, CA 95008
  • Financial Planning

Serving the Milpitas area, Johanson Financial Advisors is headed by David L. Johanson, a Certified Financial Planner. His firm offers financial, tax, retirement, estate, education, and protection planning solutions. It also performs investment asset management and takes into consideration its clients' unique financial objectives, risk tolerance, income needs, and tax situation. In addition, its financial planners factor in their personal goals and financial status prior to creating and implementing a plan that is monitored and adjusted through the course of their life.

2105 S. Bascom Ave. Suite 255, Campbell, CA 95008
Campbell, CA 95008

Website(408) 404-0009

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

900 E Hamilton Ave. Suite 100, Campbell, CA 95008
Campbell, CA 95008
  • Estate Planning

Leal Financial Planning is a company that helps Milpitas clients with their financial planning and management needs. The firm offers services like cash flow analysis and budgeting, debt management, investment and savings assessment, and employee benefits maximization. It also helps plan financially for a clients' education, retirement, and insurances. Karl Leal, the owner of this firm, is a member of the Garrett Planning Network, which is an international group of financial advisors. He also teaches saving strategies to foster youth.

900 E Hamilton Ave. Suite 100, Campbell, CA 95008
Campbell, CA 95008

Website(408) 679-3354

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

5201 Great America Pkwy #350, Santa Clara, CA 95054
Santa Clara, CA 95054
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

NRI Wealth Management is a firm established in 2003. It offers estate planning, portfolio management, life insurance, tax filing, retirement planning, and investment supervision services to clients in Milpitas. The company also provides services to non-resident Indians. It handles their personal and corporate accounts involving trusts, estates, retirement plans, and charitable foundations. Laddi Jhuty, the company's principal advisory, is a Certified Financial Planner in California. His experience includes working for MetLife, Securities America, MassMutual, and Woodbury Financial.

5201 Great America Pkwy #350, Santa Clara, CA 95054
Santa Clara, CA 95054

Website(510) 818-1424

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1525 Mccarthy Blvd., Suite 1000, Milpitas, CA 95035
Milpitas, CA 95035
  • Finance Planning

SJ Accounting Consulting, Inc. CPA CFP offers a variety of services to support clients in Milpitas in achieving their financial objectives. Sung (Sean) Lee assists individuals in developing and continuing to follow strategies that preserve and enhance assets and wealth. His firm provides advice and recommendations to families and individuals with substantial wealth and profit-generating assets on dealing with accounting and tax matters. Lee has over 20 years of experience in the financial, accounting, and tax industry.

1525 Mccarthy Blvd., Suite 1000, Milpitas, CA 95035
Milpitas, CA 95035

Website(408) 430-7326

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

39 (Best)

Score Consistency:

Consistent (Best)

2105 South Bascom Avenue Suite 110, Campbell, CA 95008
Campbell, CA 95008
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Wealth Management

Wade Financial Advisory is a Campbell-based company that serves clients in Milpitas. It offers a broad range of solutions, including retirement planning, risk management, tax planning, and investment management. The company helps corporate clients through the process of designing executive benefits packages. It also collaborates with attorneys to provide estate planning documents, like powers of attorney, trusts, and wills. The company's founder, Rodney Wade, has been featured in multiple media outlets, including the Investment Advisor Magazine and Financial Services Weekly.

2105 South Bascom Avenue Suite 110, Campbell, CA 95008
Campbell, CA 95008

Website(408) 369-7399

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

800 West El Camino Real Suite 201, Mountain View, CA 94040
Mountain View, CA 94040
  • Certified Financial Planner (CFP)

Wealth Architects is an independent Registered Investment Advisor that serves clients in Milpitas. It provides investment management and financial-life planning services to families, individuals, and professionals, including corporate executives, doctors, engineers, tech entrepreneurs, and professors. Its process involves checking the clients' background, creating a blueprint of their finances, and building a detailed plan for managing their investment portfolio. The firm's CEO and founder, Mark Johnsen, has over 24 years of experience in the wealth management industry.

800 West El Camino Real Suite 201, Mountain View, CA 94040
Mountain View, CA 94040

Website(650) 325-9044

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2635 North 1st Street Suite 201, San Jose, CA 95134
San Jose, CA 95134
  • Estate Planning
  • Tax Planning
  • Retirement Planning

Founded in 2001, Wellspring Consulting is an independent wealth management company that serves clients in and around Milpitas. It offers financial services, including investment management, retirement planning, college funding, income tax planning, and trusts services and estate planning. It also handles business-related matters, such as philanthropic decision-making, advisory services, and business succession and continuity planning. One of its financial advisors, Howard Cheng, is multilingual who speaks fluent Cantonese, Shanghainese, and Mandarin. He has more than two decades of experience in the financial field.

2635 North 1st Street Suite 201, San Jose, CA 95134
San Jose, CA 95134

Website(408) 435-1668

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you