TOP 10 Financial advisor training in San Jose, California

The Silicon Valley SBDC at San Jose State University is a valuable resource for entrepreneurs looking to turn their business ideas into reality. Located at 210 North 4th Street in San Jose, California, our expert advisors provide confidential and free guidance on a variety of business needs, from access to capital to marketing strategies. Whether you are just starting out or looking to expand your business, our team can help you navigate the challenges of the market and plan for success. Our online trainings and workshops offer practical advice and real-world information to help you grow your business. Visit our calendar to see upcoming events and read inspiring stories from other SBDC clients who have achieved success. As part of the Northern California Small Business Development Center program, we are dedicated to supporting small businesses in the Silicon Valley area.

Empowerment Financial Guidance, LLC is a finance institution located in San Jose, California, United States. Our mission is to empower individuals and businesses to achieve financial success through personalized guidance and strategic planning. With a team of experienced financial experts, we offer a range of services including investment management, retirement planning, and debt management. At Empowerment Financial Guidance, LLC, we are dedicated to helping our clients navigate the complexities of the financial world and reach their goals with confidence and ease. Visit us at 4030 Moorpark Avenue to start your journey towards financial empowerment today.

CalCPA Silicon Valley San Jose Chapter is a professional organization dedicated to serving the accounting and finance community in the Silicon Valley region. Located at 1710 Gilbreth Road in Burlingame, California, this institution provides networking opportunities, educational resources, and professional development for its members. Whether you are a seasoned professional or just starting out in the field, CalCPA Silicon Valley San Jose Chapter offers a supportive community to help you thrive in your career. Join today and connect with like-minded individuals in the accounting and finance industry.

Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.

Lisa Koppanyi is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 South Almaden Boulevard, San Jose, California, United States. Lisa 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 Lisa's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Lisa specializes in asset management, retirement planning, estate planning, investment strategies, and risk management. As a Certified Military Financial Advisor®, Lisa is also trained to serve veterans and active duty military personnel. With a strong focus on ethical practices and continuing education, Lisa is dedicated to helping clients achieve their financial goals and secure their financial future.

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.

Lesley 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.

Dinesh 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.

Nancy Ubaldi - UBS Financial Services Inc. is a reputable financial institution located at 355 Santana Row in San Jose, California. Specializing in providing top-notch financial services, Nancy Ubaldi - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to clients in the United States. With a team of experienced financial advisors, the institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Visit Nancy Ubaldi - UBS Financial Services Inc. today for expert financial advice and personalized service.

C & S Income Tax and Bookkeeping is a reputable institution located at 2680 South White Road in San Jose, California, United States. Specializing in accounting and finance, they offer Tax Preparation and Financial Services for both personal and business matters in a responsive and accurate manner. Their Payroll Services make it easy to pay employees quickly and efficiently, while their comprehensive bookkeeping and accounting services ensure that businesses operate at maximum potential. At CS Tax Service Group Inc, they are dedicated to assisting the community of San Jose with their tax return and planning needs, as well as offering additional services such as Bookkeeping, Payroll, and Notary services. With a focus on building strong client relationships, they provide close, personal attention and pride themselves on their years of advanced training, technical experience, and financial intelligence.

Bollinger and Wunderlich is a bustling transit station located in the heart of San Jose, California, United States. This modern facility serves as a hub for commuters and travelers, offering a convenient and efficient transportation option for those looking to navigate the city and beyond. With a range of transportation services available, including buses, trains, and shuttles, Bollinger and Wunderlich is a vital link in the city's transportation network. Whether you're heading to work, school, or exploring the sights and sounds of San Jose, this transit station is the perfect starting point for your journey.

New York Life Insurance Company - Alvin Barnett is a finance and insurance agency located at 1731 Technology Drive, San Jose, California, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small business owners. They have a diverse and welcoming workplace culture and are committed to giving back to their communities through charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, you can become a financial advisor with the support of a Fortune 100 company and the opportunity to build your own practice.

New York Life Insurance - Tran Minh Thao is an insurance agency located at 550 South Winchester Boulevard, San Jose, California, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance in creating investment strategies and estate plans. They offer insurance options for employees, executives, business owners, and individuals, as well as charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, Minh-Thao Thi Tran aims to help individuals become financial advisors and build successful practices with the support of a Fortune 100 company. The institution offers training, education, and benefits for financial professionals, with opportunities for personal and professional growth. New York Life is committed to diversity and equality in the workplace, providing flexibility and industry-leading tools for their team members.

The Amerian Trust Institute is a reputable institution located at 2055 Junction Avenue in San Jose, California, United States. Our institute is dedicated to providing top-quality education and training in the field of trust management and financial planning. With experienced instructors and a comprehensive curriculum, we strive to equip our students with the knowledge and skills needed to succeed in the competitive world of finance. Join us at the Amerian Trust Institute and take the first step towards a successful career in trust management.

U.S. Bank's Wealth Management Banker, Yung Le, offers personalized financial services at their location on 1399 Foxworthy Avenue in San Jose, California. As a trusted professional in the finance industry, Yung Le provides expert guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, U.S. Bank's Wealth Management Banker is dedicated to providing top-notch service and support. Visit their office today to start on the path to financial success.

Sally White & Associates, Inc. is a reputable institution located at 4595 Cherry Avenue in San Jose, California, United States. Specializing in providing top-notch consulting services, they offer a wide range of expertise in various industries. With a team of experienced professionals, Sally White & Associates, Inc. is committed to delivering high-quality solutions and innovative strategies to help clients achieve their goals. Whether you are looking for business consulting, marketing services, or financial advice, this institution is dedicated to providing personalized and tailored solutions to meet your specific needs. Visit Sally White & Associates, Inc. today and discover how they can help you succeed.

Romero Tax Service is a reputable accounting and finance institution located at 1927 Decatur Drive in San Jose, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Romero Tax Service for all your accounting and finance needs.

Fitzpatrick & Tucker Inc. is a reputable accounting and finance institution located at 4040 Moorpark Avenue in San Jose, California. Our team of experienced professionals takes the time to understand the unique needs of each client and provide high-quality, personalized service. We offer a wide range of services, including tax preparation and planning for individuals and businesses, accounting and financial reporting, QuickBooks services, and estate and trust services. At Fitzpatrick & Tucker Inc., we prioritize competence, timeliness, and cost-effectiveness to ensure our clients receive the best possible outcome. Visit our Tax Center for valuable resources and information on tracking refunds, tax tips, and more. Trust Fitzpatrick & Tucker Inc. for all your accounting and financial needs.

R.L. Miller Tax Service is a reputable accounting and finance institution located at 2716 Nicasio Court in San Jose, California. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, our experts are here to help you navigate the complexities of the tax system. Trust R.L. Miller Tax Service for all your accounting and finance needs in the San Jose area.