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 234 147 17

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

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

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

111 North Market Street
San Jose, CA 95113


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