Financial Advisors - San Jose, California

Congratulations!

WiserAdvisor has qualified financial advisors serving the San Jose, California area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors

  • Complete the form to the right and click ‘Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specified needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

sevenreasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-207-9676
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
Privacy Policy | Terms & Conditions

San Jose, California Financial Advisors

WiserAdvisor >  Financial Advisors >   California >   San Jose 

Kevin Logan, Financial Advisor from San Jose, California
(98 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
(379 views)

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>>

Dirk Gilliard, Financial Advisor from San Jose, California
(274 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>>

Mallory Dinis - Senior Vice President - Investments, Financial Advisor from San Jose, California
(72 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>>

George  Salter, Financial Advisor from San Jose, California
(248 views)

George helps business owners, corporate executives, and other successful individuals grow, protect and transfer their assets. Consistent with his sustainable background, George is an advisor who... read more>>

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

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

Zain Griffith, Financial Advisor from San Jose, California
(320 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>>

Dave Samuels, Financial Advisor from San Jose, California
(53 views)

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>>

Dana L. Crosby, CFA, Financial Advisor from San Jose, California
(117 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>>

(84 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>>

(304 views)

Your individual needs, goals and risk tolerance should be the unique factors that drive every financial decision you make. We can help you make the most of your choices. By taking a global... read more>>

Colin Higgins, Financial Advisor from San Jose, California
(169 views)

Golub Group offers investment management and financial planning for individuals, families, registered investment advisors, foundations, and select institutions. Our value-based investment approach... read more>>

Diane Johnson, Financial Advisor from San Jose, California
(39 views)

(53 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>>

Henri Moudi, Financial Advisor from San Jose, California
(114 views)

Mission Creek Capital Partners provides customized investment management, advisory and planning services on a discretionary basis for private and institutional clients. Our mission is to preserve,... read more>>

Popular Articles :

What the Oil (over)Supply Means for the Markets

Oil prices are down due to an oversupply, but this time it isn't all good news. By Anna B. Wroblewska   The stock market is having the worst January on record. At the same time, oil prices are... more

How China's Stock Market Affects US Indexes

The recent chaos in China's markets seem to have taken global centerstage. What does all this have to do with U.S. markets, and, more importantly, what should an individual investor do about all... more

Are We Already in a Bear Market

The onset of 2016 saw the market having its worst start in recorded history. We may be in for a 'bad year', but here's what you need to know to get through it. By Anna B. Wroblewska   This... more

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only