Financial Advisors - San Jose, California |

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Financial Advisors in or around San Jose, California

WiserAdvisor >  Financial Advisors >   California >   San Jose 

Kevin Logan, Financial Advisor from San Jose, California
(33 views)

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and... read more>>

Robert Galindo, Financial Advisor from San Jose, California

Independent Financial Planner specializing in the areas of Investment Management, Retirement Planning, Estate Planning, Business Planning and Insurance Planning. Securities Licenses: Series 7... read more>>

Brad Frederickson, Financial Advisor from San Jose, California
(40 views)

For almost three decades, Frederickson Capital Management Group of Wells Fargo Advisors has actively managed separate accounts for individuals, families, trusts, retirement funds, and institutions. ... read more>>

Dirk Gilliard, Financial Advisor from San Jose, California
(258 views)

We are an independent financial advisor, financial planner, and investment advisor in the San Francisco Bay Area managing approximately $700 million for individuals and families. As a Registered... read more>>

Jared Elson, Financial Advisor from San Jose, California
(33 views)

Speakers and retirement income planning professionals Don B. Bergis and Jared M. Elson make up the executive team at Regent Wealth Management. For more than 10 years, they have helped provide their... read more>>

Kevin  Logan, Financial Advisor from San Jose, California
(38 views)

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and... read more>>

Nickalus Ketcham, CFP®, Financial Advisor from San Jose, California

Service offerings :  

  • Risk management
  • Tax Planning & Mitigation
  • Wealth Management

Ketcham Capital is committed to helping successful individuals and families make the most of their time and money. They offer fresh perspectives and creative thinking, backed by cutting-edge... read more>>

Michael Lahl, Financial Advisor from San Jose, California
(147 views)

Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that asist our clients in the pursuit of their financial... read more>>

Kevin Logan, Financial Advisor from San Jose, California
(9 views)

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and... read more>>

Zain Griffith, Financial Advisor from San Jose, California
(278 views)

Expect More From Your Financial Advisor((Dash Investments is a privately owned, fee-only independent investment advisor. The firm manages private client accounts for individuals and families across... read more>>

Barbara  Rosenblum /Michael Stephens , Financial Advisor from San Jose, California
(160 views)

*Women owned firm*Team approach to management*Fee based independent Registered Investment Advisor*Multi-cap growth*Customize portfolios individual equities and fixed income securities*Balanced or all... read more>>

David Kim, Financial Advisor from San Jose, California
(138 views)

Vision Capital Investment Management is a Registered Investment Advisor that has been providing investment advice and management services for over fifteen years. We serve investors all over the... read more>>

Paula de Vos, CFP®, Financial Advisor from San Jose, California
(87 views)

Our Mission is to partner with you to establish and achieve your financial goals through objective planning and management of resources. Our purpose is to help build, manage and preserve your wealth.... read more>>

UBS Financial Services, Inc., Financial Advisor from San Jose, California
(10 views)

Dave Samuels, Financial Advisor from San Jose, California

The mission of Corinthian Wealth Management LLC a registered investment adviser is to assist you in defining and achieving your financial goals while providing a level of service that is unique in... read more>>

Joanne D. Mungall, CFP®, Financial Advisor from San Jose, California
(12 views)

Joanne D. Mungall (CA Insurance License#0E50987) is a Registered Representative and Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial... read more>>

Dana L. Crosby, CFA, Financial Advisor from San Jose, California
(103 views)

Global Portfolio Dimensions, Inc. provides independent, objective, fiduciary investment counsel and strives to help investors compound wealth more efficiently. We design portfolios for investors... read more>>

Nancy Knight, Financial Advisor from San Jose, California
(253 views)

Service offerings :  

  • Financial Planning for Businesses
  • Financial Planning for Individuals

Financial Freedom Starts with Individualized Planning. Nancy Knight is a Registered Principal at LPL Financial with over 20 years of extensive experience in the field of financial management. As an... read more>>

John Moore, EA, Financial Advisor from San Jose, California
(61 views)

Service offerings :  

  • Education Funding & Planning
  • Estate Planning & Trusts
  • Financial Planning for Individuals
  >>

Service offerings:

  • Education Funding & Planning
  • Estate Planning & Trusts
  • Financial Planning for Individuals
  • Insurance Planning
  • Tax Planning & Mitigation
  • Wealth Management

We specialize in providing comprehensive, fee based financial planning & wealth management for individuals and families in all phases of their financial lives. Our services include financial... read more>>

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