Certified financial consultants in Alameda, California
17 results found
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Samantha N Dinh, CFP - PARAGON FINANCIAL PLANNING
● ClosedSamantha N Dinh, CFP - PARAGON FINANCIAL PLANNING is a reputable finance institution located at 550 Park Street in Alameda, California, United States. Led by Certified Financial Planner Samantha N Dinh, the institution offers expert financial planning services to help individuals and families achieve their financial goals. With a focus on personalized strategies and comprehensive advice, clients can trust in the expertise and professionalism of the team at PARAGON FINANCIAL PLANNING.
550 Park St #105, Alameda, CA 94501, United States -
Shum Financial Group - Cliff Shum, CFP
● ClosedShum Financial Group, led by certified financial planner Cliff Shum, is a trusted institution located at 1402 Park Street in Alameda, California. Specializing in finance, Shum Financial Group offers comprehensive financial planning services to help clients achieve their financial goals and secure their futures. With a focus on personalized solutions and expert advice, clients can trust Shum Financial Group to provide sound financial guidance and support.
1402 Park St STE E, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ is a leading financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Guy Ben Ari, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ for all your financial planning and investment needs.
1050 Marina Village Pkwy Suite 100, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Nirmal Rout, CFP®
● OpenEdward Jones - Financial Advisor: Nirmal Rout, CFP® is a reputable finance institution located at 2412 Central Avenue in Alameda, California, United States. As a Certified Financial Planner, Nirmal Rout provides expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on personalized service and long-term relationships, Edward Jones is dedicated to helping clients navigate the complexities of investing and financial planning. Visit their office today to start planning for a secure financial future.
2412 Central Ave, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Corey M Hayashi, CFP®|CSRIC®
● OpenEdward Jones - Financial Advisor: Corey M Hayashi, CFP®|CSRIC® is a reputable finance institution located at 2413 Webb Avenue, Alameda, California, United States. With a focus on providing personalized financial planning services, Corey M Hayashi, a Certified Financial Planner and Chartered SRI Counselor, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or build wealth for the future, Edward Jones is committed to providing tailored solutions to meet your individual needs. Contact Corey M Hayashi today to take control of your financial future.
2413 Webb Ave STE D, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™
● ClosedEdward Jones - Financial Advisor: Kirk Cowan, CRPS™ is a reputable finance institution located at 1336 Park Street in Alameda, California, United States. Kirk Cowan, a Certified Retirement Plan Specialist, offers expert financial advice and planning services to individuals and businesses. With a focus on personalized investment strategies and retirement planning, Kirk Cowan helps clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Kirk Cowan and Edward Jones are dedicated to providing tailored solutions to meet your financial needs.
1336 Park St STE D, Alameda, CA 94501, United States -
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Raegen - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, 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 Planners™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. 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 expert financial advice and guidance to individuals and businesses, ensuring their financial goals are met with professionalism and integrity.
1905 The Alameda, San Jose, CA 95126, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a variety of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, 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 range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, with a focus on ethical practices and comprehensive financial planning.
1905 The Alameda, San Jose, CA 95126, United States -
Edward Jones - Financial Advisor: Jacqueline Shohdy, CEPA®
● ClosedEdward Jones - Financial Advisor: Jacqueline Shohdy, CEPA® is a reputable finance institution located at 26440 La Alameda in Mission Viejo, California. With a focus on providing personalized financial advice and services, Jacqueline Shohdy is a Certified Exit Planning Advisor (CEPA®) who helps clients navigate their financial goals and plan for the future. Whether you are looking to invest, save for retirement, or plan for your estate, Jacqueline Shohdy and the team at Edward Jones are dedicated to helping you achieve financial success.
26440 La Alameda #380, Mission Viejo, CA 92691, United States -
Edward Jones - Financial Advisor: Jason E Brady, CEPA®
● ClosedEdward Jones - Financial Advisor: Jason E Brady, CEPA® is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. Specializing in comprehensive financial planning and wealth management services, Jason E Brady is a Certified Exit Planning Advisor (CEPA®) who is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Jason E Brady, CEPA® is a go-to destination for individuals and families seeking expert financial guidance and support.
26440 La Alameda #380, Mission Viejo, CA 92691, United States -
Koehler David R CPA
● ClosedKoehler David R CPA is a reputable accounting and finance institution located at 1541 The Alameda in San Jose, California, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch services and personalized solutions to meet the unique needs of their clients. Whether you need help with your taxes or financial strategy, Koehler David R CPA is here to assist you every step of the way.
1541 The Alameda, San Jose, CA 95126, United States -
Jeff Lewis CPA
● OpenJeff Lewis CPA is a reputable accounting and finance institution located at 1204 Lincoln Avenue in Alameda, California. With a team of experienced and knowledgeable certified public accountants, we offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit representation. Our commitment to providing personalized and professional service sets us apart from the rest. Whether you need help with your taxes or financial planning, Jeff Lewis CPA is here to assist you every step of the way.
1204 Lincoln Ave B, Alameda, CA 94501, United States -
Paul Lyon, CPA
● OpenPaul Lyon, CPA is a reputable accounting and finance institution located at 1361 Park Street in Alameda, California, United States. With years of experience and expertise in the field, Paul Lyon, CPA offers a wide range of financial services to individuals and businesses. Their team of certified public accountants provides personalized and professional assistance to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or business consulting, Paul Lyon, CPA is dedicated to providing top-notch services to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
1361 Park St UNIT 217, Alameda, CA 94501, United States -
Jon A Christensen CPA
● ClosedJon A Christensen CPA is a reputable accounting and finance institution located at 2000 Santa Clara Avenue in Alameda, California, United States. With years of experience and expertise in the field, they offer a wide range of accounting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and ensuring your financial success. Trust Jon A Christensen CPA to handle all of your accounting needs with precision and care.
2000 Santa Clara Ave, Alameda, CA 94501, United States -
John J. Capelli, JD, CPA
● ClosedJohn J. Capelli, JD, CPA is a reputable accounting and finance institution located at 2000 Santa Clara Avenue in Alameda, California. With a team of highly skilled professionals, including Certified Public Accountants and attorneys, the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, auditing, or financial consulting, John J. Capelli, JD, CPA is dedicated to providing top-notch expertise and personalized solutions. Trustworthy and experienced, this institution is committed to helping clients achieve their financial goals and success.
2000 Santa Clara Ave, Alameda, CA 94501, United States -
Koehler & Associates, CPA's Inc.
● OpenKoehler & Associates, CPA's Inc. is a reputable accounting firm located at 1541 The Alameda in San Jose, California. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and consulting. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of the ever-changing tax laws. Contact us today to learn more about how we can assist you with your financial needs.
1541 The Alameda, San Jose, CA 95126, United States
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