Best Financial Advisors in San Jose

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored San Jose Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 235 148 18

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

SmartAdvisor by SmartAsset FEATURED

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

San Jose, CA


KLN Financial Group

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.

San Jose, CA 95129


Mayflower Capital

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.

Los Altos, CA 94024


Tech Girl Financial

Tech Girl Financial is an innovative financial services firm dedicated to serving high-value women in the technology sector. The company's creative and experienced financial experts work with customers to devise wise strategies for a secure financial future, all designed to suit each customer's unique goals, vision, and career path. Customers begin with an in-depth consultation so the planners can establish a framework for future success, security, and wealth management. The company's website also features free, informative tools and articles and a blog that provides useful tips and financial strategies.

San Jose, CA 95113


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