Best Financial Advisors in San Jose

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.