Best Financial Advisors in San Jose

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Bay Street Capital Holdings logo

Bay Street Capital Holdings

460 Lassen St, Los Altos, CA 94022
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Bay Street is a black-owned local business catering to San Jose clients. It manages portfolios to maintain and increase total assets and income. The company prioritizes managing total risk and volatility. Its team holds several accredited designations, including CFA and AAMS. Founder William Huston is an accredited investment fiduciary. He has been recognized as one of the Top Financial Advisors in the US. Additionally, William serves as the Bay area president for the National Association of Securities Professionals.

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C-J Advisory, Inc. logo

C-J Advisory, Inc.

San Jose, CA 95126
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C-J Advisory, Inc. is a team of knowledgeable and caring financial planners that have been serving customer's needs for more than 35 years. No matter the customer's needs the company's experts are there every step of the 3wway to provide timely, in-depth advice and customized strategies for protecting, growing, and using wealth wisely. Services include personalized retirement, tax, and long-term healthcare planning, investment management, and wealth transfer management. The company also provides notary services, insurance needs analyses, and specialized services for entrepreneurs and business owners.

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Concentrum Wealth logo

Concentrum Wealth

353 Piercy Road, San Jose, CA 95138
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  • Estate Planning
  • Certified Financial Planner (CFP)

Concentrum Wealth is a financial advisory firm that serves clients in San Jose. It provides personalized financial plans on education, estates, retirement, and insurance. It also offers wealth management services and family law planning. Glenn Young, the firm's wealth advisor, has 20 years of experience in the financial services industry. The firm's financial associate, Lance Pieper, is equipped to assist clients with divorce-related financial issues. Concentrum Wealth supports nonprofit organizations, including the American Cancer Society's Relay for Life and Dress for Success San Jose.

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Flournoy Wealth Management logo

Flournoy Wealth Management

1165 Lincoln Avenue, San Jose, CA 95125
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  • Certified Financial Planner (CFP)

Flournoy Wealth Management is a financial planning firm operating in San Jose. It offers a wide range of services for individuals and families, particularly for women going through transition due to divorce or widowhood. The services include divorce financial planning, investment management, and comprehensive financial planning. Advisor Pam Flournoy is a Certified Financial Planner with 16 years of industry experience. She conducts consultations to help clients in developing a strategy for long-range financial planning and management.

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Jesse G. Dogillo, CFP logo

Jesse G. Dogillo, CFP

102 Persian Drive, Sunnyvale, CA 94089
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  • Estate Planning

Jesse G. Dogillo, CFP, is the founder of Bay Area Financial Advisers that serves clients in San Jose. He specializes in helping individuals and small business owners to achieve their financial goals through financial planning, wealth management, and estate planning. Jesse has more than 30 years of experience in the financial services industry. He has been tasked to promote financial literacy to U.S. military personnel by the Office of the Secretary of Defense. In addition, he specializes in the Blended Retirement System of the military.

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Johanson Financial Advisors logo

Johanson Financial Advisors

2105 South Bascom Avenue, Campbell, CA 95008
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  • Retirement Planning
  • Tax Planning

Johanson Financial Advisors, Inc., is an independent financial planning firm that serves clients in the San Jose area. It creates customized plans to meet customers' needs, whether they need help planning for a secure retirement or want strategic tax strategies to maximize returns. Its advisors also help chart financial progress and plan for changes in assets or liabilities. They also offer estate planning and protection planning services. Company founder Dave L. Johanson has been in the financial services industry since 1984.

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Ken Prodger, CFP, ChFC, ChSNC AIF logo

Ken Prodger, CFP, ChFC, ChSNC AIF

4633 Old Ironsides Drive, Santa Clara, CA 95054
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Ken Prodger CFP, ChFC, ChSNC AIF is a full-service financial firm that has been serving San Jose clients for more than 15 years. It assists businesses and individuals in a wide range of financial management areas including retirement planning, tax management, education funding, investment planning, and employee and executive benefits. Special needs financial planning is also available for trusts, letters of intent, life care planning, and preservation of need-based government benefits. The firm's Certified Financial Planner, Ken Prodger, also serves as a SmartVestor Pro.

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KLN Financial Group logo

KLN Financial Group

San Jose, CA 95129
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KLN Financial Group was founded to give customers from all walks of life the highest quality of tax and financial services. The company's experienced staff work with each customer to find the best solutions for their needs, including areas like full-service income tax preparation and strategic tax planning to maximize returns. The financial advisors also help customers craft solid plans for retirement, children's education savings, and estate protection and distribution. Customers can call or contact the company on the website to get started with a consultation.

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Mayer & Associates Advisory logo

Mayer & Associates Advisory

4010 Moorpark Avenue, San Jose, CA 95117
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  • Certified Financial Planner (CFP)

Mayer & Associates Advisory is a wealth management firm operating in San Jose. It assists individuals, families, and business owners in a wide range of financial planning areas including retirement, tax, estate, insurance, and college. Services are available in events such as the death of a family member, marital status change, job or career change, and purchase or sale of a business. One of the firm's Certified Financial Planners, Jacqueline Mayer, has written investment columns for different publications like The San Jose Business Journal and the Peninsula Times Tribune.

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Mayflower Capital logo

Mayflower Capital

Los Altos, CA 94024
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Mayflower Capital has earned the reputation as the place to go for personalized service, expert advice, and creative insights. The company's tax, investment, and financial experts give customers the tools, knowledge, and support they need to grow and protect wealth and plan for the future. Available services for individuals include strategic retirement planning, estate planning, and educational planning for children or grandchildren. The company also provides targeted assistance to business owners who need help selecting the best 401K and benefits plans for employees.

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Peter Mu, CFP CHFC logo

Peter Mu, CFP CHFC

910 East Hamilton Avenue, Campbell, CA 95008
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Peter Mu, CFP CHFC provides his services for clients based in San Jose. Mu is a Certified Financial Planner who helps individuals manage their financial health through asset protection, investment planning, retirement planning, college planning, and estate planning. He collaborates with business owners by prioritizing key employee retention, business continuity issues, cash flow maximization, or exit planning depending on their current needs. He also provides tax and financial planning for the LGBTQ community and sorts out planning issues for divorce and blended families.

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Platinum Retirement Solutions logo

Platinum Retirement Solutions

San Jose, CA 95128
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Platinum Retirement Solutions has been protecting customer wealth for more than 25 years. The company offers a range of professional service to individuals, families, and business owners, including custom-designed retirement, tax, estate, and long-term care planning. The goal at Platinum Retirement Solutions is to give customers the tools they need to have a secure financial future and make wise decisions through every stage of life, no matter their goals, needs, or income. Customers can email or call to schedule an appointment and learn about the company's informative seminars.

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Potentia logo

Potentia

1226 Lincoln Avenue, San Jose, CA 95125
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  • Private Wealth Advisor
  • Insurance Products

Potentia is a team of financial advisors who serve the San Jose community. They help clients achieve financial goals by providing guidance regarding investments, assets, debts, and financial status. It also provides wealth management, a process where clients' goals are matched with their risk appetite in order to identify suitable portfolios to achieve wealth accumulation and financial independence. Its CEO, Kevin C. Swanson, has been assisting individuals and families since 2003.

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Sequoia Wealth Advisors & Investment Management, Inc. logo

Sequoia Wealth Advisors & Investment Management, Inc.

99 Almaden Boulevard, San Jose, CA 95110
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  • Estate Planning

Sequoia Wealth Advisors & Investment Management, Inc., is a financial advisory firm catering to residents in San Jose and the surrounding communities. Kristina Kuprina started the company in 2007 to provide personalized financial advice and investment services. She and her team of advisors can assist clients in various financial concerns, including retirement planning, money management, real estate investments, stock options, and Social Security analysis. They have multilingual advisors on staff that can provide services in Spanish and Russian.

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Silicon Valley Wealth Advisors logo

Silicon Valley Wealth Advisors

3190 South Bascom Avenue, San Jose, CA 95124
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  • Estate Planning

Silicon Valley Wealth Advisors is a financial investment firm that helps clients in the areas of financial planning and investment management. Serving San Jose, the firm handles various aspects of financial planning, including insurance analysis, cash flow management, and retirement advice. It also has portfolio management services, which include investment strategy review, risk-reward analysis, personalized portfolios, and concentrated equity positions management. Silicon Valley Wealth Advisors has been in the investment management and financial planning business for more than 30 years.

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Tech Girl Financial logo

Tech Girl Financial

111 North Market Street, San Jose, CA 95113
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Tech Girl Financial in San Jose serves clients using a hands-on approach to financial planning. It offers services ranging from retirement plans to investment management. It focuses on the money management aspect when helping a client design a retirement plan. In addition, the company maintains ongoing communication to provide support and manage the client's financial plans as their circumstances change. Founder Kim Gaxiola has over 17 years of experience as a financial advisor. She participates in panels for the Wharton Club of Northern California.

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Wellspring Consulting logo

Wellspring Consulting

2635 North 1st Street, San Jose, CA 95134
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  • Certified Financial Planner (CFP)

Wellspring Consulting is an independent wealth management firm that helps families, businesses, and individuals in the metro area of San Jose. It provides a wide range of financial services, such as business succession and continuity planning, investment management, income tax planning and preparation, college funding, retirement planning, and estate planning and trust services. Its advisory team creates tailored strategies and guides customers throughout the entire financial planning process. Its owner and founder, Reuben K. Chen, has more than 30 years of industry experience.

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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).

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