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TOP 30 Change management in San Jose, CA
47 results found
Search for local businesses, places and services near you
Jose Ramos - State Farm Insurance Agent
Jose Ramos - State Farm Insurance Agent is an insurance agency located at 4004 Panama Lane in Bakersfield, California. Situated at the corner of Panama Lane and Akers Rd, next to Metro PCS and Terrio Physical Therapy, our agency is dedicated to providing efficient and professional service to customers in Bakersfield and surrounding areas such as Arvin, Lamont, Taft, Frazier Park, Tehachapi, Shafter, Wasco, Delano, and the San Joaquin Valley. Since 2017, we have been helping individuals, families, and business owners with all of their insurance needs. Our agency offers auto insurance, life insurance, health insurance, pet insurance, and business insurance, among others. With over 15 years of customer service and management experience, our team is committed to building life-long relationships with our customers and ensuring that they are properly protected from every life-changing event.
Tate Chang Therapy
Tate Chang Therapy is a leading health institution located at 3880 South Bascom Avenue in San Jose, California, United States. Our dedicated team of therapists provides personalized and comprehensive therapy services to help individuals overcome physical and mental health challenges. With a focus on holistic wellness and individualized care, we strive to empower our clients to achieve their health goals and live their best lives. Whether you are seeking relief from chronic pain, managing stress and anxiety, or improving your overall well-being, Tate Chang Therapy is here to support you on your journey to better health.
Jackie Chang Therapy
Jackie Chang Therapy is a leading health institution located at 1174 Lincoln Avenue in San Jose, California. Our dedicated team of professionals is committed to providing high-quality therapy services to help individuals improve their physical and mental well-being. Whether you are seeking relief from pain, managing a chronic condition, or simply looking to enhance your overall health, Jackie Chang Therapy offers personalized treatment plans to meet your unique needs. With a focus on holistic healing and patient-centered care, we strive to empower our clients to achieve optimal health and wellness. Visit us today and experience the transformative benefits of Jackie Chang Therapy.
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel Chang is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Daniel provides personalized wealth management solutions to individuals, retirees, small business owners, and high net worth clients. His commitment to ongoing education and training ensures that he stays up-to-date on the latest financial trends and strategies to help his clients achieve their financial goals. Whether you are looking for retirement planning advice, estate planning services, or investment management solutions, Daniel Chang is a trusted advisor who can help you navigate the complexities of wealth management.
Evans Wealth Management Group - Ameriprise Financial Services, LLC
Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.
Team Allied Distribution
Team Allied Distribution is a one-stop destination for all your car repair and maintenance needs. Located at 1718 Stone Avenue in San Jose, California, our team of skilled technicians is dedicated to providing top-notch service to keep your vehicle running smoothly. Whether you need a simple oil change, tire rotation, or more extensive repairs, we have the expertise and resources to get the job done efficiently and effectively. Visit our store today and experience the exceptional service that sets Team Allied Distribution apart from the rest.
Wheeler's Fleet Works
Wheeler's Fleet Works is a top-notch car repair and maintenance store located at 701 Kings Row in San Jose, California, United States. Our team of skilled technicians is dedicated to providing high-quality service for all types of vehicles, ensuring that your car is running smoothly and safely on the road. Whether you need a simple oil change or a more complex repair, Wheeler's Fleet Works is here to help. Visit us today and experience the difference our expertise and dedication can make for your vehicle.
Auto International Insurance
Auto International Insurance Agency, located at 1070 South White Road in San Jose, California, is a trusted insurance agency specializing in auto, home, motorcycle, and commercial insurance. Our dedicated team works tirelessly to ensure that you have the peace of mind knowing that your assets are properly covered. We take the time to discuss each policy and available options to make sure you are protected effectively. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are crucial for managing finances and achieving profit goals. As you consider home renovations during National Rebuilding Month, it's essential to understand how these changes can impact your insurance coverage.
Leiva Law Firm
Leiva Law Firm, located at 1990 North California Boulevard in Walnut Creek, California, is a team of highly skilled and professional immigration lawyers dedicated to helping clients navigate the constantly evolving U.S. immigration laws. With offices in San Francisco and Walnut Creek, their experienced attorneys are committed to staying up-to-date on the latest immigration news and changes to make the immigration process easier for each client. If you and your partner are planning on applying for a marriage or fiancé(e) visa, Leiva Law Firm can provide the experienced guidance needed to ensure a smooth process without any unexpected issues. Their client-centric approach focuses on achieving the best possible outcome for clients and their families. With a flat fee legal rate or agreed-upon payment plans, there are no hidden charges or costs.
Weight Loss & Skin Care Clinic
The Weight Loss & Skin Care Clinic, located at 88 Tully Road in San Jose, California, is a premier health institution led by Dr. Milliardaire Syverain, MD, a Stanford University School of Medicine graduate. Specializing in effective medical weight loss management, the clinic serves clients in Silicon Valley and surrounding cities such as Palo Alto, Redwood City, and Mountain View. Dr. Syverain offers personalized weight loss plans, physician-supervised programs, and treatments with proven results. Services include non-surgical weight loss, nutritional counseling, lifestyle changes, and hormone replacement therapy for both men and women. The clinic also provides skincare services to address acne, wrinkles, and emotional eating habits. With a track record of success, Dr. Syverain and his team are dedicated to helping clients achieve their health and wellness goals. Schedule a free consultation today to start your journey towards a healthier lifestyle.
Shasa Medical Group
Shasa Medical Group, located at 88 Tully Road in San Jose, California, is a premier health institution founded by Dr. Milliardaire Syverain, MD, a Stanford University School of Medicine graduate. Specializing in medical weight loss management, the clinic serves clients in Silicon Valley and surrounding cities, offering personalized weight loss plans, physician-supervised programs, and safe, effective treatments. With a focus on rapid results, nutritional counseling, and lifestyle changes, Dr. Syverain and his team provide expert guidance to help clients achieve their weight loss goals. Additionally, the clinic offers services such as skincare treatments, hormone replacement therapy, and assistance with emotional eating. Schedule a free consultation today to learn more about how Shasa Medical Group can help you transform your health and achieve long-term wellness.
Civic Plaza Apartments
Located at 1495 Don Avenue in Santa Clara, California, Civic Plaza Apartments is a stunning community offering spacious one- and two-bedroom apartment homes. Situated just minutes away from San Jose Airport, Santa Clara University, and Santa Clara City Hall, this prime location is perfect for those looking for convenience and accessibility. Residents can enjoy walking to the nearby Franklin Square Farmer's Market on Saturdays or taking a bike ride to explore local shops and restaurants. The property features a small park, playground, and picnic area with gas barbeques, all set amidst beautifully landscaped grounds. With amenities such as on-site management, a fitness center, patio/balcony, recreation room with kitchen, and reserved parking, Civic Plaza Apartments provides a comfortable and convenient living experience. Don't miss out on the opportunity to call this community home - schedule an appointment today. Please note that pricing is subject to change and all square footage is an estimate.
Auto International Insurance
Auto International Insurance Agency, located at 1745 Story Road in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that you are properly covered. We work with you to create a comprehensive portfolio of policies tailored to your needs, so you can have confidence in your coverage. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are essential for managing finances and achieving profit goals effectively. We are here to help you understand the fundamentals of financial literacy and how they apply to your business.
Excite Credit Union
Excite Credit Union, located at 265 Curtner Avenue in San Jose, California, is a full-service financial institution offering banking and finance services. In addition to traditional services such as ATMs and loans, Excite Credit Union provides individualized advising through BALANCE with coaches who speak Spanish. These coaches can help with creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union is committed to helping all members build a financially stronger future. They offer products designed to save members money and are owned by their members. Rates for services such as loans are subject to change without notice, with APR and APY clearly disclosed to ensure transparency. Join Excite Credit Union today to start on the path to financial wellness and security.
Excite Credit Union
Excite Credit Union, located at 848-A Blossom Hill Road in San Jose, California, is a bank and financial institution that offers individualized advising through BALANCE with coaches who speak Spanish. These coaches can discuss a variety of topics including creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union aims to help everyone build a financially stronger future by designing products that save you more money. As a credit union, Excite is owned by its members, ensuring that the institution always has their best interests in mind.
Law Offices of Berge & Berge LLP
The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.
University of Silicon Valley
Welcome to the University of Silicon Valley (USV), located at 191 Baypointe Parkway in San Jose, California. As one of California's top Game Design Schools, USV offers real-world education, industry mentors, and a vibrant community atmosphere to help students turn their passions for gaming, audio, and animation into life-changing opportunities. At USV, our hands-on approach keeps students ahead of industry trends, helping them build impressive portfolios that catch the eye of employers. With top-notch training in gaming, audio, and animation, students at USV benefit from a curriculum that evolves rapidly to prepare them for success in the ever-changing world of technology.
Rocketship Alma Academy
Rocketship Alma Academy is a primary school located at 198 West Alma Avenue in San Jose, California, United States. Since its opening in 2012, the institution has been driven by a strong sense of community spirit, which remains a core part of its identity. Rocketeers at Alma Academy are encouraged to become change makers in their community, dedicated to pursuing equity and excellence. With a commitment to service at its core, Rocketship Alma Academy offers education for grades TK through 5th, with an enrollment of 532 students. The school is led by Principal Abel Ibarra and Office Manager Marisol Urias, who can be contacted via email at alma@rsed.org or by phone at 408-931-6838. Rocketship Alma Academy is dedicated to providing a solid educational foundation for its students, ensuring that they are prepared for success in college and beyond. Join the California Leadership Organizing Committee and apply for the school's lottery today to become a part of this vibrant and caring community.
Auto International Insurance
Auto International Insurance Agency, located at 1160 East William Street in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and provide them with confidence in their coverage. In addition to our insurance services, we also offer resources and information on financial literacy for small business owners. We believe that understanding the fundamentals of financial management is crucial for success, and we are here to help our clients navigate budgeting basics and other essential financial concepts.
Merrill Lynch Financial Advisor Mason McKown
Merrill Lynch Financial Advisor Mason McKown is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Mason works with clients to create personalized financial plans to achieve their goals and instill confidence in their family's financial future. With a focus on professionalism and ethics, Mason builds trust and loyalty with his clients by understanding their unique needs and looking out for their best interests. As a Certified Financial Planner, Mason helps clients navigate changes in employment, family, or lifestyle to manage and grow their assets. By leveraging the resources of Merrill Lynch Wealth Management, clients can enjoy more time with their families and pursue their passions, while Mason guides them towards financial success. The institution offers personalized financial planning services centered on clients' goals and priorities, helping them achieve what matters most to them. With a focus on understanding clients' aspirations and providing tailored solutions, Mason helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, Mason ensures clients stay on track to achieve their goals despite changes in their lives or the financial markets. As a Merrill Lynch Wealth Management Advisor, Mason is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merrill Lynch Financial Advisor Michelle Yeh
Merrill Lynch Financial Advisor Michelle Yeh is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Michelle Yeh is dedicated to helping clients attain their financial goals and improve their quality of life. With a background in personal banking and wealth management, Michelle offers a customized wealth management approach that is flexible and tailored to each client's needs. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Michelle addresses various aspects of clients' financial lives. She is passionate about delivering excellent service and helping clients pursue their goals. Michelle is actively involved in the community and volunteers with organizations in the Bay Area. She believes in building personalized plans centered on clients' goals and priorities, and she utilizes the Merrill Personal Wealth Analysis™ to help clients achieve their aspirations. Through thoughtful conversations and understanding of clients' preferences, Michelle develops financial approaches that align with clients' values and objectives. She believes in staying connected with clients to adapt their financial approach to reflect changes in their lives and the market. Michelle's mission is to help clients manage, grow, and preserve their wealth while working towards their financial goals. As a Merrill Lynch Wealth Management Advisor, Michelle focuses on building a customized investment approach to address clients' needs and pursue their aspirations. Michelle is registered to do business in multiple states and holds the ChFC® designation from The American College of Financial Services. She encourages clients to consult with their legal and tax advisors before making any financial decisions. With a commitment to personalized service and a focus on helping clients achieve their goals, Michelle Yeh is dedicated to guiding clients along their financial journey.
Merrill Lynch Financial Advisor C Shawn Warthen
Merrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
Merrill Lynch Financial Advisor Elaine Zhang
Merrill Lynch Financial Advisor Elaine Zhang is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Elaine Zhang specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By offering access to Merrill's investment insights and Bank of America's banking solutions, Elaine helps clients pursue their financial objectives while managing investment risks. With a focus on building strong client relationships based on trust and personalized service, Elaine and her team are dedicated to helping clients achieve financial success. Through the Merrill Personal Wealth Analysis™, clients can develop a personalized plan centered on their goals and aspirations. By understanding each client's unique needs and priorities, Elaine works to create a financial approach that reflects their personality and helps them navigate changes in the market and in their lives. As a Chartered Retirement Planning Counselor™, Elaine is committed to providing comprehensive financial solutions to address the evolving needs of her clients. With a focus on personalized investment strategies and access to the latest insights and tips, Merrill Lynch Financial Advisor Elaine Zhang is dedicated to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Dahn Lincoln
Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.
Merrill Lynch Financial Advisor Paul J Lukas
Merrill Lynch Financial Advisor Paul J Lukas is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. Their mission is to understand each client's family, goals, and priorities, adapting to changes over time. By asking thoughtful questions and listening carefully, they aim to create personalized plans to help clients pursue financial goals while managing investment risk. They believe in a goal-focused financial approach that turns aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on goals and achievements. The advisors strive to help clients stay on track, making adjustments to their financial approach as needed. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. The institution is committed to putting clients first, offering a dedicated one-on-one relationship for personalized investment strategies and comprehensive financial solutions. They hold various certifications in financial planning and wealth management, ensuring the highest level of expertise and service.
Hedge Trackers
Hedge Trackers is a leading finance institution located at 1190 Saratoga Avenue in San Jose, California, United States. Specializing in hedge accounting and risk management solutions, Hedge Trackers helps businesses navigate complex financial markets and optimize their hedge strategies. With a team of experienced professionals and cutting-edge technology, Hedge Trackers provides tailored solutions to meet the unique needs of each client. Whether you are a multinational corporation or a small business, Hedge Trackers is committed to helping you achieve your financial goals and mitigate risk in today's ever-changing economic landscape.
Stock & Option Solutions
Stock & Option Solutions is a leading stock plan administration outsourcing firm located in San Jose, California. Our team of dedicated experts specializes in providing tailored solutions for companies looking to optimize their stock plan management. With our services, you can streamline your stock administration team with flexibility, secure your stock plan management with full-time dedicated experts, and remove the struggle of keeping up with changing stock plans and regulations. We also offer services to optimize tax compliance and reporting efficiency, manage complex projects, and provide 6039 reporting outsourcing. Our commitment to professional growth and continuous development ensures excellence in performance and value to our clients.
Merrill Lynch Financial Advisor Judy Y Klink
Merrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
Merrill Lynch Financial Advisor Tom Nguyen
Merrill Lynch Financial Advisor Tom Nguyen is located at 560 South Winchester Boulevard in San Jose, California, United States. As a finance institution, Tom Nguyen focuses on managing your wealth by creating personalized strategies tailored to your financial goals and priorities. By offering access to investment insights from Merrill and banking solutions from Bank of America, Tom Nguyen helps clients pursue their goals through personalized wealth management strategies. Tom Nguyen believes in building strong relationships with clients, starting with a conversation to understand their aspirations and financial needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Tom Nguyen helps clients develop customized financial plans that reflect their unique needs and preferences. With a focus on long-term financial success, Tom Nguyen helps clients navigate changes in life and the financial markets to stay on track towards achieving their goals. As a Certified Financial Planner, Tom Nguyen is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Kevin 'Johnny' Chen
Merrill Lynch Financial Advisor Kevin 'Johnny' Chen is located at 560 South Winchester Boulevard, San Jose, California, United States. As a Senior Financial Advisor, Kevin provides personalized financial strategies for High Net Worth Individuals, Professionals, Business Owners, Startup Companies, and Multi-Generational Families. He offers services such as personal portfolio management, retirement income planning, estate planning, and endowment fund management. Kevin also specializes in ESG investing, corporate benefit plans, and liability restructuring. With a passion for helping startup companies and founders, Kevin guides clients through the entire business cycle. He believes in understanding each client's goals and priorities to create a customized wealth management strategy. Through the Merrill Personal Wealth Analysis™, Kevin helps clients build and document personalized plans centered on their aspirations. By staying informed of life changes and financial market fluctuations, Kevin ensures that clients stay on track to achieve their goals. With a focus on building a strong client-advisor relationship, Kevin is dedicated to helping clients pursue financial success and wealth preservation.
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