We Have Listed The Top 10 Financial Advisors In San Jose To Help You Choose The Best Professional For Your Needs.
Address: 44 Montgomery Street, Suite 2950 San Francisco, CA 94104
Phone: 925-659-0361
Website: https://www.myopenadvisors.com/
What sets us apart is our belief that individuals in all stages of life should have access to professional financial help. We back this up by requiring no minimums to work with us. Additionally, we charge flat fees. You shouldn’t be punished for success. As one of San Jose’s top financial firms, we only offer personalized plans because your financial plan should be one of a kind - like you. When you work with a financial advisor in San Jose, you’re choosing to make the most informed decisions for your future financial health. If you’re a professional, you’re busy, and can’t become an expert in all the important areas of life. It’s okay to depend on expert guidance, we do it for our health, our vehicles, and many other things we depend on. The most successful individuals do the same thing for their financial health. Put yourself in the best position for short and long-term financial success by partnering with an experienced financial advisor. Are you confident the way you’re managing your finances will get you to a comfortable retirement safely? A financial plan is like a detailed map that shows you your destination and all of the possible routes to get there. Without clarity as to where you are now, where you want to be, and how to get there, it’s certain your journey will not go smoothly. Your financial plan will change with you as your goals and preferences change, but always be the foundation to guide you in a realistic way so you’re not left with unwanted surprises late in life. Your financial plan will be comprehensive and include all areas that affect your financial health like taxes, investments, estate planning, accounting, and retirement. Creating and designing a plan is the first step, but actively managing it is the only way to make it work for you. Wealth management is a proactive approach and strategy that is designed to ensure you’re maximizing the full potential of every dollar you earn.
Address: 3190 South Bascom Avenue #210 San Jose, CA 95124
Phone: 408-688-0888
Website: https://www.svwadvisors.com/
As a fee-only financial planning firm, we have been serving clients for more than 30 years. Our professional financial advisors and investment specialists help individuals and families manage their investments and make educated financial decisions. We value our relationships with our clients and rely on honest feedback to continuously improve our firm’s operations. Our client advisory board, comprised of four or five clients from varying demographics with differing needs, is integral to our firm's management. We have a strong track record of client service satisfaction because we take the time to completely understand your financial life and goals. We also rely on our extensive network of leading industry specialists, tools, and resources and we put them to work for you. Our customized portfolios, based on your goals, objectives, and time frame, are designed to produce your desired outcome. The difference between effectiveness and efficiency can be summed up shortly, sweetly and succinctly – Being effective is about doing the right things, while being efficient is about doing things right. We strive to be both prudent and thrifty in our investment selections, demonstrating good value and avoiding unnecessary expenses and fees which can harm performance over time. Our strategic selection of investments is designed to provide the lowest level of risk possible for a given level of expected return. Effective means "producing a result that is wanted." Efficient means "capable of producing desired results without wasting materials, time, or energy."
Address: 50 W. San Fernando Street Suite 405 San Jose, CA 95113
Phone: 408-558-1660
Website: https://beaconpointe.com/
Beacon Pointe is a San Jose based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in San Jose focuses on full service financial planning and research driven investments. Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning. We look forward to connecting with you virtually or at our San Jose office to see how best we can assist you with your investment portfolio and financial planning needs. Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm (RIA) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.
Address: 2570 North First Street, Suite 200 San Jose, CA 95131
Phone: 408-728-4350
Gateway Financial Advisors is an Independent firm that focuses on comprehensive financial planning services and investment management for families and small business owners. Gateway Financial Advisors San Jose Branch, led by Brian Lombardo, CFP®, CPA, and teamed with David McCaman, CPA and Julie Ping He, MBA are here to help you plan and implement the right strategies to support your financial success. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our mission is listen and understand your financial situation and provide you with only the highest quality advice, services, referrals and recommendations to help you reach your financial goals. We utilize leading edge technology to improve your client experience and provide you the best available information to support important life decisions. We proudly utilize eMoney for financial planning and projections, BNA Tax Planner for up to date and highly precise income tax planning, and DocuSign eSignature for convenient document signature through email.
Since 1980, C-J Advisory has been offering consultation and advice on all components of financial planning. As an independent financial services firm, we are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. We believe that a holistic approach is the best way to assist our clients in realizing their financial and lifestyle goals. We strive to provide unbiased opinions, help you understand the impact of cash flow, managed income and estate taxes, know the true value of insurance coverages, and more to support your vision for the future. We’re here through career transitions and retirement planning to simplify and make sense of any challenges as they surface. We do this with the highest levels of trust, integrity, and respect while always collaborating using our proven team approach. C-J Advisory, Inc. is an investment adviser in San Jose, California. C-J Advisory, Inc. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. C-J Advisory, Inc. only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of C-J Advisory, Inc.’s current written disclosure brochure filed with the SEC which discusses among other things, C-J Advisory, Inc.’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.
Address: 100 Century Center Court, Suite 670 San Jose, California 95112
Phone: 408-436-09800
Website: https://www.parkworth.com/
At Parkworth Wealth Management, we are a fee-only financial advisor offering wealth management services to families and individuals in the tech industry throughout the San Francisco Bay Area and beyond. Our commitment to high standards means our customer service promise begins with our time and attention. Before we advise you, we ask a lot of questions about everything from your immediate to long-term goals. Lastly, with our conflict-free, client-centered business model, you will never have to wonder if we have your best interest in mind. At Parkworth Wealth Management, we are committed to earning your business. As a financial advisor in San Jose and Palo Alto, we want to be the team you turn to for all your questions, at all your life stages, in all areas of your finances. We’ll be here for you, providing advice that is objective and tailor-made for your situation. We have handpicked our wealth advisors for their commitment to our client-centered business model. Each member of your team is here for the long term, providing time and attention to help achieve your goals. Based in the heart of Silicon Valley, our financial advisory firm works with individuals and families in the tech industry. No matter what your circumstances are, we put your best interests first as your fiduciary Registered Investment Advisor. And our fee-only model helps ensure that you always receive conflict-free advice with one objective: to help you live your best financial life.
Address: 50 W San Fernando St Floor 16 San Jose, CA 95113
Phone: 408-283-3000
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals. If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey. Join us for an informational session to learn more
Address:
Phone: 408-963-2250
Website: https://www.ameripriseadvisors.com/team/nf-wealth-management/financial-advice-team/todd.ferreira/
Client Satisfaction Rating: Each client has the opportunity to rate an advisor based on the client’s overall satisfaction with the advisor, on a scale of 1 to 5. The advisor’s Client Satisfaction Rating is an average of all client responses for that advisor within a rolling 24-month period, and is updated daily. There is no minimum number of responses required for an advisor to receive a rating. Client experiences may vary, and working with any Ameriprise financial advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey rating a substitute for their own research and evaluation of a financial advisor's qualifications. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating. The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media. Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client. The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Premier Tax Advisors is the #1 rated accounting firm in Silicon Valley because we teach people valuable tax planning strategies to minimize their taxes and maximize their wealth. If you’d like the peace of mind to know you have a financial partner with your best interests in mind, give us a call. Does your CPA prepare your taxes, but not offer strategies to reduce your taxes? We help people shield as much money from the IRS as legally possible. Most of our clients are engineers, real estate investors, and business owners. Our mission is to help our clients accomplish their goals by providing the highest quality tax and financial services. We improve our clients’ financial situation by offering innovative tax strategies that most CPAs aren’t even aware of. Call me a financial nerd; I love numbers. As a kid I was a straight A student and read the Business section of the San Jose Mercury News, leading naturally to a B.A. in Economics at U.C. Berkeley. After working at a local accounting firm for a couple of years preparing taxes and performing audits, I got my CPA and IRS Enrolled Agent licenses. Since 2001, I’ve spent my days working on nearly all areas of taxation from individuals to non-profits to major corporations. Later in my career, I spent my nights studying Taxation in the Master’s program at San Jose State University. After being a W-2 earner for 12 years, I realized that my lifelong dream wasn’t to be an employee and that I was an entrepreneur at heart who is passionate about helping my clients lower their taxes and developing a road map to achieve their financial goals. (It doesn’t hurt that my father has run his own accounting firm since I was 12.) Do you have an experienced CPA that does more than just “prepare” your taxes? I specialize in helping engineers, real estate investors, and business owners who are frustrated with paying high taxes. Let me show you how to get additional tax deductions and tax-free income.
Address: 1101 Winchester Blvd, Suite A107-9 San Jose, CA 95128
Phone: 408-838-4544
Website: https://www.castellifinancial.com/
You’ve worked hard to get where you are, and your success has brought you great opportunities. But preparing for the future and maximizing your financial potential can be complicated, and you don’t want to make mistakes. You want to enjoy life now while making the right decisions to support your future, and that’s where we come in. At Castelli Financial & Insurance Services, our approach is like an Italian family dinner—personal yet sophisticated and completely unrushed. When you join our table, you become part of the family. No matter where you are in your financial life, we never pass judgment or rush you through the process. Instead, we take the time to review each part of your financial landscape and educate you on the options available to you—from minimizing your taxes to preparing for retirement and beyond. We give you time to digest the information and encourage you to ask questions before we move on to the next course because we know when you have clarity, you’ll have confidence in the path forward. At the end of the day, we care about your success, and you can rest assured that we’ll do whatever it takes to bring you the financial confidence you deserve. Welcome to the Castelli Financial family —we're honored to have you at the table. In Italy, we don’t just have family—we live and breathe for the people we care about. Our Founder, Juliette Castelli-Kolev, is a second-generation Italian American with roots in Rome, and her heritage greatly impacts who we are as a firm. To us, “family” doesn’t just refer to blood relatives—it means any person we come to know and care for. We treat each of our clients like one of our own, and when you work with us, you’ll receive the same care and attention we would give to our own blood. We help honest, hardworking people who want the best for their families and their communities. Our firm serves people of all ages and stages of life, and if we point you in a direction, it’s because that’s the same financial strategies we’d give our own family. Our clients come to us for a variety of financial solutions, from retirement preparation to life-long financial strategies. Whether you have a specific need or you’re looking for help organizing your entire financial picture, we’re here to help.