The Best Financial Advisors in San Jose

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 San Jose Financial Advisor

C-J Advisory, Inc.

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.

Customized Financial Plan

Time and money are limited, we create a custom financial plan to ensure your money is working for you so you can spend time on things that matter most. Expect quick communication and updates to know you are on track to meet your goals.

What We Do

Investments
Insurance
Retirement Planning
Your Finances
Asset Allocation
Charitable Giving

2060 The Alameda San Jose

Concentrum Wealth Management

Our primary goal is to help our clients consider all of their possibilities and take the successes they’ve already achieved even farther. In order to do this effectively, when we first begin a new client relationship, we must first understand what is most important to the client. We then build a detailed personal financial profile, set appropriate financial, lifestyle, and work-optional goals that reflect what the clients are trying to achieve, and we also determine what milestones the clients wish to reach along the way. We then develop, refine and activate a focused, long-term financial plan designed to help span that unique distance. Below, you’ll find the steps we follow when we help clients take the success they’ve achieved even farther.

UNDERSTAND

When we start a relationship with a new client, it is imperative that we understand what is important to them. This is where we start. We need to understand what our clients are trying to achieve before any recommendations are made. This stage is all about learning about the clients’ financial, lifestyle, or work-optional goals.

DISCOVER

Once we understand the goals that are important to our new client, we then build an extremely thorough personal financial profile on them. This ‘deep dive’ on their financial situation gives us a complete understanding of our clients’ current circumstances, so we can be precise about our recommendations.

IMPLEMENT

Once we understand what the client wants to achieve, and after we’ve built a personal financial profile, we are now ready to implement. A comprehensive financial plan is put into place and shared with the client. Typically, we share a few different scenarios with the client at this stage and final adjustments are made before officially beginning implementation.

NAVIGATE

As we begin implementation, Concentrum will continually update the plan, as necessary, based on market conditions, government policy changes, or any circumstance that might necessitate a change in the plan. Clients will receive a Personal Financial Organizer that will track any changes that are made, so that they can always see exactly where they are on the journey to achieve their goals.

353 Piercy Road, San Jose, CA 95138

Johanson Financial Advisors, Inc.

At Johanson Financial Advisors, Inc., everything we do is centered around you and the life you want. Money is just the fuel. As clients have become our extended family, we take pride in helping them with their safe and meaningful journey.

We understand there are few things in life that bring more satisfaction and comfort to an individual than financial peace and security. There is also nothing more troublesome than to be worried about your financial future. This financial harmony can be difficult to achieve with the variable economic disruptions the financial markets can bring. Your financial freedom will come from having your heart and mind free from the worries, from those “what-ifs” of life.

We take great pride in taking inventory and assessing your financial situation and goals. We offer a comprehensive plan, along with continuous monitoring, for your financial independence. Our success is ultimately fulfilled as you come to gain greater clarity and visibility over a brighter future for yourself and your family.

Our Services

Financial Planning
Protection Planning
Tax Planning
Investment Asset Management
Retirement Planning
Estate Planning
Education Planning

2105 S. Bascom Ave. Suite 255 Campbell, CA 95008

Ken Prodger, CFP

Our firm offers a wide and diverse universe of product offerings to meet clients goals. Whether it is saving for your own retirement, your child’s education or to more complex alterative investments, we consider quality and choice for your investment needs.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Financial Services

We serve individuals and businesses in all areas of financial management, including:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Investment planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Tax management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management (Life, Long Term Care, Disability Insurance)

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages

4633 Old Ironsides Drive Suite 436 Santa Clara, CA 95054

KLN Financial Group

KLN Financial Group offers the tools and expertise you need to increase your comfort with financial planning and build your financial future. And as a fee-only financial planner, you can rest assured that your individual financial plan is based solely on your personal needs, circumstances and goals.

Our Financial Planning Philosophy

At KLN Financial group, we believe that financial planning is an interactive and ongoing process to help you achieve not only your financial, but also your non-financial, goals. We help you build a plan that is shaped around your personal financial lifecycle needs, such as child’s education, buying your dream home, supporting your aging parents, or preparing for your retirement.

Think of this process as you would think of your annual physical with your physician, dentist, or other health professional. Your health professional will collect relevant data from you, perform some tests, and use the results to determine the state of your health and make necessary recommendations. Obviously, the ideal is to find that you are fine but that you need to review this again next year and into the future. If your circumstances change, then you would talk to your physician immediately to determine an appropriate course of action.

200 Gateway Drive, #163 Lincoln, CA 95648

Mayer & Associates Advisory

Mayer & Associates Advisory, LLC, an independent wealth management firm, takes a personalized approach to financial planning, focusing on helping you and your family toward realizing your financial dreams. We are committed to fostering long-term client relationships. The key to building lasting relationships is developing a deep understanding of each client.

The better we understand you and what is important to you, the more effective we can be at helping you work towards your goals. With over 35 years of experience in working with families and individuals, our solutions are tailored to address the complexities of your situation. We are committed to always maintaining the highest standards of integrity and honesty.

We work with more than 100 individuals and families in both the Bay Area as well as around the United States, overseeing in excess of $150M in assets under management. We help ensure our clients’ financial goals are pursued in a responsible way, through the combination of financial planning and active portfolio management.

At Mayer & Associates Advisory, LLC, we focus on full service that’s completely customized to the client’s individual needs and objectives. As an independent firm, we’re objective about which products and services will address the clients’ needs. We take our fiduciary responsibility seriously, which means our clients come first. Serving clients in a fiduciary capacity, we act in accordance with the client’s overall objectives which is why you will find us going to great lengths to get to know each and every client. That requires good financial management and always keeping your goals at the forefront of our commitment.

4010 Moorpark Avenue, Suite 102 San Jose, CA 95117

Peter Mu CFP

No matter where you are in life, CFP® professionals deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

ChFC Designation

Advanced planning for every person, every need. That’s the promise of a ChFC® (Chartered Financial Consultant®) designation from The American College of Financial Services.

Vision

In a world where people struggle to feel confident in their financial future, we see an opportunity to produce a Path of Confidence(TM) for the individuals and families we serve. We endeavor to go beyond the common transactions that often leave people hoping for the best, and indeed offer leadership, education, and an uncommon financial perspective that involves the same confidence that comes from commitments and promises, one client at a time.

Values

Do the Right Thing
Elevate Community
Embrace Teamwork
Drive Improvement
Solve the problem

San Jose, CA 95110

Platinum Retirement Solutions

Platinum Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

YOUR DREAMS MATTER:

At Platinum Retirement Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

WE OFFER SERVICES IN THESE THREE AREAS:

GROW

Prepare for retirement by putting your hard-earned assets to work.

PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

GIVE

Provide for the people and causes you care about the most.

6379 Clark Ave., Suite 220 Dublin, CA 94568

Sequoia Wealth Advisors

Our objective is to make a significant difference in our client’s lives by helping them attain financial strength, independence and confidence through an innovative financial planning approach that takes our client’s entire life into account. This process includes not only building the financial and investment plan itself, but also regular follow ups to be sure we are on track to meet your goals. Our first priority is learning about you, your values, your goals, and what defines success, meaning and confidence for you and your family.

Sequoia Wealth Advisors was founded by Kristina Kuprina in 2007 with the purpose of finding a better way to provide financial advice and investment services. We began with just three advisors who shared her vision but have since grown to include twelve financial advisors and five assistants all dedicated to providing you with personalized service. As we have expanded, so have the services we offer and we continue to strive to find better ways to serve our clients, their families, and our community.

At Sequoia Wealth Advisors, long-term relationships that encourage open and authentic communication have been the cornerstone of our client’s success. In the spirit of communication we provide on-going education and economic updates for our clients and team. Our goal is to make a difference in people’s lives by helping them restore balance and reduce stress, whether that is financial stress or every day stress. The highest purpose of our work is to inspire and empower others to become SEMP-(Spiritually, emotionally, mentally, and physically) balanced.

In the traditional financial services model, a conflict of interest often exists for the individual or company who are offering financial advice because they benefit from selling you a proprietary product rather than advice. Our menu of services, offered by our independent professionals, allows the client to choose the exact services or advice they want and compensate us accordingly. Our focus is helping you to clearly define your goals and a clear path to achieve them though a personalized financial or investment plan. Because we are an independent firm we can take pride in the fact that we can offer objective assistance to all of our clients, so we truly have your best interest at heart. Our highest intention is to help everyone we serve to create the life they aspire to live!

99 Almaden Boulevard Suite 925 San Jose, CA 95113

Silicon Valley Wealth Advisors, LLC

Your Life. Your Goals.

We are your partners through all of your Wealth Stages.

We know you have options when it comes to financial planning and wealth management. It’s an important decision that shouldn’t be taken lightly. We agree. We are your partners, helping you achieve financial success so that your wealth becomes a catalyst for the accomplishment of your life goals. We want to help you reach further, dream bigger, and go beyond what you thought was possible.

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 the management of our firm.

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.

3190 South Bascom Avenue #210 San Jose CA

The Best Financial Advisors in San Jose

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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