TOP 10 Investment consultancy in San Jose, California

Clifton Santikul - RBC Wealth Management Financial Advisor is a reputable financial institution located in the heart of San Jose, California. With a focus on providing expert financial advice and wealth management services, Clifton Santikul is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest, plan for retirement, or build a diversified portfolio, Clifton Santikul and his team are committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.

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.

Jonathan Stoft, Financial Advisor at Commonwealth Central Credit Union, is a trusted and experienced professional located in San Jose, California. With a focus on providing personalized financial advice and guidance, Jonathan helps clients navigate the complexities of their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Jonathan Stoft is dedicated to helping you achieve financial success. Visit him at 3075 Union Avenue for expert financial advice tailored to your unique needs.

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.

CoPilot Financial is a finance institution located at 560 South Winchester Boulevard in San Jose, California. As a trusted financial partner, CoPilot Financial offers a range of services to help individuals and businesses navigate their financial journey with confidence. Whether you need assistance with budgeting, investing, or planning for the future, our team of experienced professionals is here to provide personalized guidance and support. Visit us today to discover how CoPilot Financial can help you reach your financial goals.

Merrill Lynch Financial Advisor Anthony Barnao is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. This institution offers insights, observations, and ideas to help individuals pursue their financial goals. With a focus on personalized wealth management strategies, they provide access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, they strive to understand and prioritize the goals of their clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they create customized financial plans centered on individual goals and preferences. With a commitment to helping clients navigate changes in life and markets, they offer ongoing support and advice to help achieve financial success. By getting to know each client personally, they design and implement tailored plans to address financial needs and manage investment risk. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors aim to help individuals build a customized investment approach to pursue their goals. Through a one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. Anthony Barnao is registered to do business in multiple states and offers the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Tannen & Associates is a renowned finance institution located at 6069 Bluering Court in San Jose, California, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, financial planning, retirement planning, and wealth management. Our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Hathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States. Founded with a passion for helping people invest wisely, plan for the long term, and retire comfortably, Hathaway Financial is a fiduciary and fee-only Registered Investment Advisor. Unlike many financial advisors, Hathaway Financial does not receive kick-backs from funds or institutions where your money is invested. The institution offers comprehensive advice, planning, and no conflicts of interest. Hathaway Financial provides access to sophisticated software for tracking cash flows and investment analysis, without charging extra for financial planning. The institution builds diversified, tax-efficient portfolios for long-term success, using index funds from reputable firms like Schwab, Vanguard, and BlackRock. With a transparent fee structure and real-time consultation, Hathaway Financial ensures that its interests are aligned with yours.

Monica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

John Plaza is a reputable finance institution located at 835 Blossom Hill Road in San Jose, California, United States. With a commitment to providing top-notch financial services and solutions, John Plaza is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at John Plaza is here to help. Trustworthy, reliable, and customer-focused, John Plaza is your go-to destination for all your financial needs.

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.

LPL Financial is a leading finance institution located at 1735 North First Street in San Jose, California, United States. With a focus on providing comprehensive financial services and investment solutions, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offer personalized guidance and expertise to assist clients in navigating the complexities of the financial world. Whether you are looking to plan for retirement, manage your investments, or secure your financial future, LPL Financial is committed to providing top-notch service and support to help you succeed.

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.

Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC is a highly reputable finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a trusted advisor, Robert Adams provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Robert Adams offers expert guidance on investment strategies, retirement planning, estate planning, and more. Clients can expect tailored solutions and a commitment to delivering exceptional service at Ameriprise Financial Services, LLC.

James Motteler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street, San Jose, California, United States. James Motteler 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 James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. James Motteler is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Sami Najafi Shaeghi - Wealth Financial Advisor is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Services offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals, focusing on helping you reach them through personalized investment management strategies. With a team of experienced professionals, they make key decisions based on asset allocation, risk evaluation, and manager selection. They offer access to a range of investments, including alternative options like ESG funds. Open Monday through Friday, they are dedicated to providing tailored wealth management solutions to meet your needs. Partnered with BMO Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company, they offer a comprehensive range of services to help you achieve your financial goals.

Cherene Wong - Financial Advisor at Ameriprise Financial Services, LLC is a leading financial institution located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment management services, Cherene Wong and her team are dedicated to helping clients achieve their financial goals and secure their financial futures. With a commitment to excellence and a wealth of industry experience, clients can trust Cherene Wong and Ameriprise Financial Services, LLC to provide expert guidance and support in navigating the complexities of the financial world.

Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.

Mark Haq - UBS Financial Services Inc. is a renowned financial institution located at 355 Santana Row, San Jose, California, United States. With a strong reputation for providing top-notch financial services, Mark Haq - UBS Financial Services Inc. offers a wide range of financial solutions and expertise to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, retirement planning, or any other financial service, Mark Haq - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

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.

Darren Poots - UBS Financial Services Inc. is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. Specializing in providing a wide range of financial services, including wealth management, investment banking, and asset management, the institution is known for its expertise and commitment to helping clients achieve their financial goals. With a team of experienced professionals, Darren Poots - UBS Financial Services Inc. offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, this institution is dedicated to providing top-notch financial services and guidance.

Hynek Financial Adviser's is a leading finance institution located at 333 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial experts, we provide personalized financial advice and solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, our dedicated team is here to help you every step of the way. Trust Hynek Financial Adviser's to guide you towards financial success and security.

Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 1 South Almaden Boulevard 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. Whether you are looking for retirement planning, investment management, or estate planning, Pollard, Cooper, Kabitsis & Associates can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to help clients navigate the complexities of the financial world with confidence and peace of mind.

Papadoyannis & Associates - Ameriprise Financial Services, LLC is a reputable financial institution located at 1 South Almaden Boulevard in San Jose, California. Specializing in a wide range of financial services, including wealth management, retirement planning, investment strategies, and more, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized solutions and expert advice, Papadoyannis & Associates is a trusted partner for individuals and businesses looking to secure their financial future.

Kessler Financial Services is a trusted finance institution located at 45 East Julian Street in San Jose, California. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need assistance with investments, retirement planning, or wealth management, Kessler Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Ting O'Connor Private Wealth - UBS Financial Services Inc. is a premier financial institution located in San Jose, California. As a part of UBS Financial Services Inc., we offer personalized wealth management services to high-net-worth individuals, families, and businesses. Our team of experienced financial advisors provide tailored investment strategies, retirement planning, estate planning, and more to help our clients achieve their financial goals. Visit us at 50 West San Fernando Street to learn more about how we can help you secure your financial future.

Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 225 West Santa Clara Street, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate 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 cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and continuing education for its advisors.

Lincoln Financial Securities is a reputable finance institution situated at 1042 West Hedding Street in San Jose, California, United States. With a focus on providing top-notch financial services, Lincoln Financial Securities is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced professionals at Lincoln Financial Securities are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Lincoln Financial Securities is your go-to institution for all your financial needs.

Pamela Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. She 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Pamela Matthews is dedicated to providing comprehensive financial services to her clients.

Mariner Wealth Advisors is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor in the finance industry, they offer comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced professionals, Mariner Wealth Advisors provides personalized solutions tailored to each client's unique needs. Whether it's retirement planning, investment management, or estate planning, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit Mariner Wealth Advisors in San Jose to start building a secure financial future today.