Financial resources management in San Jose, California

Prudential | Shelly Cen | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a strong focus on providing top-notch life insurance and financial services, our dedicated team is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for life insurance coverage or need assistance with financial planning, our experienced professionals are here to guide you every step of the way. Trust Prudential | Shelly Cen | Life Insurance & Financial Services for all your insurance and financial needs.

SFI Snarr Financial & Insurance Services, located in San Jose, California, offers safe-money retirement solutions and complete asset protection training for agents. Founded by Roy Snarr, a nationally-recognized authority on long-term care and asset protection, the institution provides expert advice on maximizing retirement portfolios and securing guaranteed retirement income. With a focus on educating clients and agents alike, SFI Snarr Financial & Insurance Services aims to prepare individuals for life's unexpected moments and provide top-notch financial solutions. Whether you're looking for advice on Social Security, long-term care, or asset protection, Roy Snarr and his team are dedicated to helping you make informed decisions and secure your financial future. Join the Snarr Agent Academy to expand your business and learn how to protect your clients' assets effectively. With a track record of success and satisfied clients, SFI Snarr Financial & Insurance Services is a trusted resource for all your financial and insurance needs.

Resource Business Partners Inc is a finance institution located at 20252 Viewcrest Court in San Jose, California, United States. We specialize in providing expert financial services and solutions to businesses of all sizes. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the business world. Whether you need assistance with accounting, tax planning, or financial consulting, Resource Business Partners Inc is here to help. Contact us today to learn more about how we can support your business.

The Bank of America Financial Center located at 99 South 4th Street in San Jose, California, is a leading bank and financial institution in the United States. Offering a wide range of banking and financial services, this center is committed to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, Bank of America provides customers with the tools and resources they need to manage their finances effectively. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the Bank of America Financial Center is here to assist you every step of the way. Visit us today to experience the exceptional service and expertise that sets us apart from the rest.

The Keller Graduate School of Management- San Jose Center, located at 2160 Lundy Avenue in San Jose, California, is a university offering a range of graduate degrees in business, technology, and healthcare. With a focus on digital skills and knowledge, the institution prepares students to thrive in diverse teams and make an impact in their fields. Whether you're interested in earning an MBA, a specialized master's degree, or a graduate certificate, Keller Graduate School of Management offers online programs designed for busy, working adults. With hands-on learning and experienced professors, students can choose from a variety of MBA specializations and graduate programs in areas such as accounting, human resource management, and information technology management. The institution also offers opportunities to apply qualifying credits earned in a graduate certificate program towards a future master's degree. With flexible online and hybrid formats, students can fit a graduate education into their lives and develop transferable skills such as critical thinking, time management, and leadership. To pursue a graduate degree at Keller, students must meet the institution's graduate admissions requirements, including having earned a bachelor's degree and demonstrating English-language proficiency. With the option to complete a master's degree in as few as 10 courses, students can accelerate their journey to advanced career opportunities. Financial aid options, scholarships, and grants are available to help students manage tuition costs. Overall, earning a graduate degree at Keller Graduate School of Management can provide numerous benefits, including higher earning potential and specialized skills for future career success.

O'Donnell Financial Group, located at 1535 North Main Street in Walnut Creek, California, is a finance institution dedicated to helping individuals make sense of retirement and achieve their financial goals. With offices in the Bay Area and throughout California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers comprehensive financial planning, investment advice, mortgage assistance, and insurance guidance. Their team of O'Donnell Financial Master Elite Advisors is ready to work with you to create a custom plan tailored to your needs. They offer a complimentary 90-minute consultation with no obligation, as well as a risk assessment test to ensure your investments are aligned with your unique risk score and retirement timeline.

The University of Phoenix - San Jose Learning Center is a branch of the prestigious University of Phoenix, located at 3590 North First Street in San Jose, California, United States. This institution offers a variety of degree programs for students looking to further their education. With eligible credits and relevant experience, students can save money and time on their undergraduate degree. The campus provides in-person educational experiences for students, allowing them to connect with faculty and peers. The center offers resources such as free wi-fi, computer labs, workshops, and networking events. Students can choose to study online or on campus, receiving the face-to-face support they need. With a focus on work-life balance, the University of Phoenix helps students achieve their educational goals while maintaining their personal and professional responsibilities. Enrollment representatives are available to answer any questions and provide guidance to prospective students. Visit the campus for a guided tour to see what the University of Phoenix has to offer. Experience the benefits of being a part of the Phoenix community through The College Tour series, showcasing the success stories of students and alumni. Join the University of Phoenix and start your journey towards a brighter future.

John F Di Palermo, Financial Professional at New York Life, is a trusted institution located at 1731 Technology Drive in San Jose, California. Specializing in finance and insurance, they provide expert guidance and personalized solutions to help individuals and families achieve their financial goals. With a commitment to integrity and excellence, John F Di Palermo and his team strive to provide top-notch service and support to their clients. Whether you are planning for retirement, protecting your assets, or securing your family's future, you can count on John F Di Palermo, Financial Professional at New York Life, to provide the expertise and resources you need.

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 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 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 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 Ted Moorhead, located at 560 South Winchester Boulevard, San Jose, California, United States, is a trusted institution with 27 years of experience in finance. Ted specializes in working with both working and retired business professionals, as well as parents who never retire, to help plan for their future. His focus is on helping clients meet their short and long-term goals through thoughtful planning and wealth management strategies. Ted is a dedicated member of the community, serving on the boards of organizations such as the Morgan Autism Center and Bay Area Housing Corporation. He is also a member of the Santa Clara Rotary Club, Sierra Club, and San Jose Bicycle Club. Ted believes in the importance of building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. He offers personalized financial plans tailored to each client's goals and priorities, helping them navigate life's changes and achieve financial success. Ted invites individuals seeking a goals-based approach to financial planning to connect with him to address their needs and achieve their financial goals.

Legacy Resources Group is a reputable finance institution located at 1141 Ringwood Court in San Jose, California, United States. With a team of experienced professionals, Legacy Resources Group provides top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Legacy Resources Group is dedicated to helping you achieve your financial goals. Trust in Legacy Resources Group for all your financial needs.

Merrill Lynch Financial Advisor Vivek V Thoppay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution is known for setting the standard for exemplary client service, with accolades such as Forbes “Best-in-State Wealth Management Teams” and Barron's "Top 1,200 Financial Advisors: State-by-State". Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's mission is to understand each client and what matters most to them, in order to design and implement a personalized financial plan to help them pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill works to get to know each client personally and develop a financial approach that reflects their unique needs and priorities. The institution offers a range of financial solutions and strategies to help clients achieve their goals, with a focus on staying on track regardless of market fluctuations. Merrill Lynch Financial Advisor Vivek V Thoppay is dedicated to providing one-on-one guidance and support to help clients live their best financial lives.

Merrill Lynch Financial Advisor Aaron Grant is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Aaron Grant, a dedicated financial advisor, takes a personalized approach to help clients improve, develop, and change their current financial picture. With a high-integrity approach, he listens to clients' goals and priorities to craft strategies that help achieve their desired results. Aaron offers a holistic approach that includes wealth management, investment management, banking services, and more, through Merrill Lynch Wealth Management and Bank of America. Born and raised in San Jose, Aaron is an honors graduate with a degree in business administration and finance. He is passionate about helping people understand their finances and building long-lasting client relationships. By using the Merrill Personal Wealth Analysis™, Aaron can create personalized financial plans centered around clients' goals. He believes in providing a path of clarity and custom-tailored strategies to help clients achieve their financial aspirations. Through the global resources of Merrill, Aaron's team is committed to providing personalized service and building strong client relationships based on trust. Whether clients are planning for retirement, saving for a home, or funding a child's education, Aaron works to understand their goals and priorities to develop a financial approach that aligns with their needs. By utilizing the Investment Personality Assessment, Aaron gains a deeper understanding of clients' investing preferences to customize their financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron helps clients manage, grow, and preserve their wealth. He regularly reviews clients' goals and financial progress, making adjustments to their financial approach as needed. Aaron's mission is to understand each client's unique financial situation and create a personalized plan to help them pursue their goals while managing investment risk. By staying in tune with clients' changing lives and financial markets, he aims to help clients achieve what matters most to them. Aaron Grant is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Martin Hsu is a renowned finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With a team of highly skilled professionals led by Martin Hsu, the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Martin Hsu is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.

Merrill Lynch Financial Advisor Jimmy Yip is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California. Specializing in finance, they offer expert advice and personalized financial solutions to help clients achieve their financial goals. With a reputation for excellence and a commitment to client satisfaction, Merrill Lynch Financial Advisor Jimmy Yip is a top choice for individuals seeking professional financial guidance in the United States.

Merrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.

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.

Hadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc. located at 550 South Winchester Boulevard in San Jose, California. Specializing in finance, the institution is dedicated to providing professional advisors with the knowledge and resources needed to make informed financial decisions for their businesses and families. With a focus on education and personalized service, Aval Financial aims to empower clients with the information they need to achieve their financial goals. At Aval Financial, clients can expect a tailored approach to their financial needs, whether it be estate planning, retirement strategies, or overall financial organization. Hadi Ahmadi Aval is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Advisor, Hadi Ahmadi Aval provides investment advisory services through Eagle Strategies, LLC.

Merrill Investment & Retirement Financial Center, located at 6490 Camden Avenue in San Jose, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced Merrill Financial Solutions Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest, save for retirement, or manage your wealth, Merrill has the tools and resources to assist you every step of the way. Additionally, the institution provides information on a variety of financial products and services, including banking products offered by Bank of America, N.A. and affiliated banks. With a focus on building relationships and providing exceptional service, Merrill Investment & Retirement Financial Center is dedicated to helping clients turn their ambitions into action.

True North Financial & Insurance Services is a reputable finance institution located at 1630 Oakland Road in San Jose, California. With a focus on providing comprehensive financial and insurance services, our team of experienced professionals is dedicated to helping clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, True North is committed to guiding you in the right direction towards achieving your financial goals. Visit us today to learn more about how we can help secure your financial future.

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.

Ameriprise Financial is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. As a trusted provider of financial services, Ameriprise offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or insurance services, Ameriprise Financial has the expertise and resources to help you navigate the complexities of the financial world. Additionally, Ameriprise Financial operates as an ATM for convenient access to cash and other banking services. Visit us today to discover how Ameriprise can help you secure a brighter financial future.

Merrill Lynch Financial Advisor Brandon Picone, located at 50 West San Fernando Street, San Jose, California, United States, is a prestigious finance institution supported by the global resources of Merrill. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. Recognized for their exemplary client service, Merrill advisors strive to understand each client's unique goals and priorities, providing customized financial strategies to meet their short and long-term needs. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can work with advisors to develop a personalized plan centered on their goals. With a focus on staying on track and adapting to life changes, Merrill Lynch Wealth Management Advisors are committed to helping clients achieve what's most important to them. By offering a breadth of potential solutions and premier customer service, Merrill aims to provide clients with the tools and resources needed to navigate the complexities of their financial lives.

Merrill Investment & Retirement Financial Center is a leading finance institution located at 5615 Snell Avenue in San Jose, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their investment and retirement goals. Whether you are looking to grow your wealth through strategic investments or plan for a secure retirement, our experienced professionals are here to provide personalized guidance and tailored solutions. Visit us today to learn more about how Merrill Investment & Retirement Financial Center can help you secure your financial future.

Merrill Lynch Financial Advisor Shayne Fleming is a prestigious finance institution located at 50 West San Fernando Street, San Jose, California, United States. This institution is dedicated to providing exemplary client service and personalized financial strategies to meet the specific needs of attorneys, business owners, entrepreneurs, high-net-worth individuals, and more. The team at Merrill is supported by global resources and is committed to building strong client relationships based on trust. By utilizing sound risk management principles and tax efficient strategies, they aim to help clients achieve their short and long-term financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding the unique priorities and goals of each client to create a personalized plan rooted in the complexities of their life. With the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing to customize their approach. The institution offers a breadth of financial solutions, premier customer service, and tools to help clients track changes in their financial approach as their life evolves. Merrill Lynch Financial Advisor Shayne Fleming puts clients first, offering personalized investment strategies and access to comprehensive financial solutions. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch advisors are dedicated to providing thoughtful analysis and guidance to help clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli, located at 50 West San Fernando Street in San Jose, California, offers insights, observations, and ideas to help clients pursue their financial goals. With a team supported by the global resources of Merrill, they provide personalized plans centered on each client's goals and priorities. Services include banking, lending, trust, fiduciary, and investment management. The team at Merrill Lynch Wealth Management focuses on understanding each client's needs and designing personalized plans to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment, they can tailor financial approaches to reflect each client's unique preferences and goals. The goal is to help clients achieve financial success by making informed investment decisions that align with their personal aspirations. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli aims to help clients achieve their financial goals and navigate the complexities of their financial lives.

NF Wealth Management - Ameriprise Financial Services, LLC is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management solutions, NF Wealth Management has the expertise and resources to assist you every step of the way. Trust in their proven track record of success and personalized approach to financial planning.