TOP 30 Financial advisor near me in San Jose, California

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Merrill Lynch Financial Advisor Jackson Thoreson is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. The team at Merrill Lynch is dedicated to understanding your values and goals for your assets, with a focus on planning for your individual and family lifetimes. Jackson Thoreson, a resident of San Jose and a graduate of Saint Mary's College of California, leads the team with a background in professional baseball and a passion for helping clients navigate important life transitions such as retirement and job changes. The team at Merrill Lynch is committed to helping clients achieve their financial goals at every stage of life, with a personalized approach that takes into account individual priorities, risk tolerance, and long-term objectives. With a focus on communication and education, Merrill Lynch Financial Advisor Jackson Thoreson is dedicated to helping clients achieve their financial goals and secure a legacy that can last beyond their lifetime.

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.

Investy Financial Services is a leading finance institution located at 919 Story Road in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management services, Investy Financial Services has got you covered. Visit us today to start planning for a brighter financial future.

Cetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.

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.

Harshad Shah Financial Services is a leading accounting and finance institution located at 2690 South White Road in San Jose, California, United States. Our services include financial consulting, tax preparation, year-round bookkeeping, corporation set-up, payroll services, real estate assistance for both home and business properties, and property management. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your financial needs.

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.

Sequoia Wealth Advisors and Investment Management, Inc. is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. With a team of experienced financial advisors, they offer a range of services including investment management, financial planning, and wealth management. Their goal is to help clients achieve their financial goals and secure their financial future through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sequoia Wealth Advisors is dedicated to providing top-notch financial guidance and support.

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.

Merrill Lynch Financial Advisor Daryl W Dehn is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. With years of experience and expertise in the financial industry, Daryl W Dehn provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merrill Lynch Financial Advisor Daryl W Dehn is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.

David Kirst, CPA is a trusted tax preparation expert located in San Jose, California. With years of experience in accounting and finance, David Kirst offers professional services to help individuals and businesses navigate the complexities of tax preparation. Located at 675 North First Street, David Kirst, CPA is dedicated to providing personalized and reliable assistance to ensure clients meet their financial goals. Trust David Kirst, CPA for expert tax preparation services in San Jose.

Robert Galindo, LPL Financial is a reputable finance institution located at 3880 South Bascom Avenue in San Jose, California, United States. With a focus on providing top-notch financial services and investment solutions, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert Galindo, LPL Financial offers personalized and expert advice to meet your needs. Trust in their experienced team to guide you through the complexities of the financial world and assist you in making informed decisions.

Yoshihara Financial Group is a leading finance institution located at 161 Jackson Street in San Jose, California, United States. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including investment planning, wealth management, and retirement planning. With a commitment to excellence and personalized service, Yoshihara Financial Group is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.

Merrill Lynch Financial Advisor Timothy J Mosley is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. With a focus on providing personalized financial advice and guidance, Timothy J Mosley offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Timothy J Mosley and his team are dedicated to helping you navigate the complexities of the financial world with confidence and expertise. Trust in Merrill Lynch Financial Advisor Timothy J Mosley for all your financial needs.

Merrill Lynch Financial Advisor Namrata Agrawal is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With years of experience in the financial industry, Namrata Agrawal provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Namrata Agrawal is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Dione Luu-Wong is a dedicated and experienced finance professional located at 560 South Winchester Boulevard in San Jose, California. Dione is committed to building strong relationships with her clients and helping them make important financial decisions with confidence. With a focus on long-term relationships, Dione offers personalized wealth management strategies tailored to each client's individual needs and goals. She is fluent in Cantonese, Mandarin, and Vietnamese, and is dedicated to providing comprehensive financial services including portfolio management, retirement planning, estate planning, tax minimization, and more. Dione's goal is to help clients achieve financial success and reach their life goals through a customized approach that reflects their unique priorities and situations. Contact Dione Luu-Wong at Merrill Lynch Wealth Management for personalized investment strategies and comprehensive financial solutions.

investment product. Clients are advised to consult with their financial advisor before making any investment decisions. Merrill Lynch Financial Advisor Randall P Bane located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping clients manage their wealth and achieve their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Randall Bane offers personalized wealth management strategies tailored to each client's unique needs.

Meriwest Wealth Advisors is a finance institution located at 5615 Chesbro Avenue in San Jose, California, United States. Our team of experienced advisors specializes in providing personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Meriwest Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start building a brighter financial future.

Business Financial & Tax Services LLC is a reputable accounting and finance institution located at 5533 Snell Avenue in San Jose, California, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, payroll services, and financial planning. We pride ourselves on delivering personalized and efficient solutions to help our clients achieve their financial goals. Whether you are a small business owner or an individual seeking financial guidance, Business Financial & Tax Services LLC is here to support you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

U.S. Bancorp Investments in San Jose offers a team of experienced financial advisors dedicated to helping clients achieve their financial goals. Located at 2875 The Villages Parkway, San Jose, California, this institution provides a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a commitment to personalized service and expert advice, U.S. Bancorp Investments is a trusted partner for individuals and businesses looking to secure their financial future.

Merrill Lynch Financial Advisor John H. Pham is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California, United States. Specializing in finance, our team of experts led by John H. Pham provides personalized financial advice and services to help clients achieve their financial goals. With a commitment to excellence and integrity, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Silicon Valley Financial Group is a leading financial institution located at 950 South Bascom Avenue in the heart of San Jose, California. As a trusted name in the finance industry, we offer a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, Silicon Valley Financial Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you reach your financial objectives.

Merrill Lynch Financial Advisor King Wong is a trusted finance institution located in San Jose, California. With a focus on providing top-notch financial advice and services, King Wong and his team are dedicated to helping clients achieve their financial goals. From investment strategies to retirement planning, Merrill Lynch Financial Advisor King Wong offers personalized solutions to meet the unique needs of each individual. Visit their office at 560 South Winchester Boulevard to start your journey towards financial success.

Leeward Financial and Insurance Services is a reputable finance and insurance agency located at 1046 West Taylor Street in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of financial and insurance services to meet the needs of our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, our dedicated team is here to help you navigate your financial future. Contact us today to schedule a consultation and learn more about how Leeward Financial and Insurance Services can help you achieve your financial goals.

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.

The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor John R Kettmann is located at 560 South Winchester Boulevard in San Jose, California. John Kettmann is a Senior Financial Advisor and Managing Director with over 20 years of experience in the finance industry. He specializes in retirement benefits consulting and offers a range of investment options for clients, including traditional fund lineups and self-directed investments. John and his team provide personalized financial planning services tailored to each client's individual needs and goals. They work closely with clients to create a comprehensive wealth management strategy that encompasses investments, tax planning, and retirement assets. With access to the resources of Merrill Lynch Wealth Management and Bank of America, John is dedicated to helping clients achieve their financial objectives and secure their financial future. Contact Merrill Lynch Financial Advisor John R Kettmann for personalized financial advice and wealth management services.

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 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.