The Best Certified estate planner in Santa Clara, California

Douglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California. Specializing in providing expert legal representation in estate planning, probate, and trust administration, our boutique law firm caters to clients in Santa Clara County, Silicon Valley, and throughout California. Lead attorney Judith Douglass, a certified Estate Planning, Trust & Probate Law Specialist, brings a wealth of experience and a strong commitment to offering high-quality legal services. With a client-centered approach, we offer a range of services tailored to protect your assets and ensure a seamless transition for your loved ones.

Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Phuong Pham holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Phuong Pham's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Phuong Pham is dedicated to providing high-quality financial advice to clients in San Jose and beyond.

James Motteler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street, San Jose, California, United States. James Motteler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. James Motteler is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 225 West Santa Clara Street, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and continuing education for its advisors.

Pamela Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Pamela Matthews is dedicated to providing comprehensive financial services to her clients.

Davin Lundgren is an Associate Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. The institution offers a range of financial services and certifications to ensure the highest level of expertise and professionalism. Davin Lundgren holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to providing comprehensive and specialized financial advice. With a focus on asset management, retirement planning, estate planning, and investment strategies, clients can trust Davin Lundgren for expert financial guidance.