Laurels

Best Financial Advisors in San Jose
2021

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

Bay Area Financial Advisers

The team at Bay Area Financial Advisers uses the latest tools and years of experience to provide customers with the support they need to build a secure financial future. The company's advisors take a holistic approach to designing customized plans for each customer's needs and provide in-depth financial, retirement, and estate planning to ensure complete support for every stage of life. The company also serves business owners and provides targeted strategies to develop excellent employee benefit plans to help customers expand, increase profits, and attract the best quality of employees.

San Jose, CA 95112

Website

Concentrum Wealth Management

Concentrum Wealth Management is a team of experienced financial planners, advisors, and consultants committed to providing customers with the finest in personalized financial services. The company specializes in helping individuals, families, executives, and business owners make smart decisions to grow and protect wealth and plan for the future. Specialties include real estate, retirement, and investment management to meet every customer's needs, vision, and goals. The staff uses the latest tools and years of industry experience to create customized investment and asset protection plans to ensure financial security.

San Jose, CA 95138

Website

Ken Prodger, CFP

Ken Prodger, CFP is a professional financial advising firm that offers a range of expert services to help individuals and business owners make wise decisions for a secure future. The company's advisor gives customers the support, knowledge, and tools they need to plan for every stage of life, from choosing the best life insurance to creating a solid retirement strategy. When customers need to find a comprehensive employee benefits plan or reduce their future tax burden, the advisor works hard to design the ideal plan for their unique needs.

Sunnyvale, CA 94085

Website

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

Website

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

Website

Peter Mu CFP

Peter Mu CFP is a Certified Financial Planner with a commitment to giving customers the support they need to plan for a secure future. The company provides top-quality services tailored to the needs of individuals, entrepreneurs, and families, including LGBT, blended, and multi-generational families. NO matter the customer's needs and goals the experts at Peter Mu CFP have the skills and knowledge to help, from saving for a child's college to planning long-term medical care. Prospective customers can contact the company on the website to schedule a complimentary consultation.

San Jose, CA 95110

Website

Platinum Retirement Solutions

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.

San Jose, CA 95128

Website

Silicon Valley Wealth Advisors, LLC

The experienced financial planners and advisors at Silicon Valley Wealth Advisors, LLC know how complicated and overwhelming it can be to plan for the future. The company provides a range of services to help high-dollar individuals invest wisely, protect and grow wealth, and plan for a secure future for themselves and their families. The company is a fee-only firm, providing the highest quality of service without hidden costs or conflicts of interest. Prospective customers can learn about services on the company's website and call to request a consultation.

San Jose, CA 95124

Website

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

Website

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