Thielen & Associates

Thielen & Associates, located at 591 West Hamilton Avenue in Campbell, California, is an institution specializing in accounting and finance. They offer personalized financial strategies to build and protect wealth for businesses, high-net worth individuals, and families. The team of tax, accounting, and financial planning professionals at Thielen & Associates are dedicated to helping clients minimize risks and optimize financial success through tax planning and wealth management strategies.

Many clients are drawn to ESG investing, which aligns portfolios with values and causes that they care deeply about. Managing partner and financial advisor Paula Thielen emphasizes the importance of retirement planning and the need to address the fight or flight response that can impact financial decisions.

Thielen & Associates is affiliated with Avantax, providing financial products and services through their representatives. While Avantax does not provide tax or accounting services, their representatives may offer these services independently. Clients are encouraged to consult legal or tax professionals for specific advice regarding their individual situations. Investments and insurance products offered through Avantax are not insured by the FDIC or guaranteed by the bank.