Financial Advisors in San Jose, California (Santa Clara County)

Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

Fee-only comprehensive financial advice for new parents and growing families.

Catherine Hawley, CFP
Providing objective, practical & as-needed advice to answer your personal financial questions.I founded my personal financial planning practice to serve people seeking help with their financial questions. I saw a need for affordable, objective, and customized advice that is frequently sought but often difficult to find. To make my services accessible, I charge an hourly or project fee. Regardless of current circumstances, I seek to assist my clients to continually improve their finances. My aim is to help clients gain clarity and confidence so they can pursue their definition of financial success.... See More

Gifford Lehman, CFP, MBA
Our clients have all acquired some measure of wealth and are now faced with the ongoing and increasing complexity of managing their financial lives. Our clients typically fall into one or more of the following categories: 1) they have realized that their financial leverage lies in making money, not managing the money they have already made, 2) they recognize that their accumulated wealth is important to them and they may not have all the necessary knowledge or skills or discipline to manage it well themselves, or 3) they have decided that regardless of their personal capabilities, managing their wealth is not how they want to spend their time and energy. The common element in each of these categories is that they place a high value on the PEACE OF MIND that comes from working with a competent and objective advisor who can create clarity out of complexity.... See More

Comprehensive fee-only financial planning for new parents and young families.

Brian Pon, CFP, EA
We believe each journey begins with a plan of what you want your future to look like. Many of our clients are approaching retirement while others have already made the transition.
We offer the following services: Ongoing Investment Management that includes financial planning, retirement coaching, tax planning, Medicare and long-term care consulting Also available - socially conscious investments Financial planning - no minimum net worth or income requirement Specialize in serving the LGBTQ community and non-traditional families
Please call or visit us at www.FinancialConnections.com... See More

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

As an independent organization we feel that we can bring an unbiased and more competitive approach in fulfilling our client's needs. Our associates feel that tax planning, retirement planning, and estate conservation strategies should be a top priority for businesses, individuals and families of all ages and income ranges.

American Asset & Wealth Management provides financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals. We have been fortunate to serve the professional community for their personal financial needs as well.... See More

Katy Song, CFP, MBA
Financial planning is for everyone - not just the very wealthy. Determining financial priorities and setting short- and long-term goals is critical for every couple or family who wants to be confident that they are making the right financial choices.
As a Marin based Financial advisor and Certified Financial Planning™ practitioner, I focus on families with young children and couple starting their lives together. These are critical years, where we are starting families, buying homes and growing our earning potential. Without good planning, it's easy to miss out on big opportunities that will help us make the most of our financial resources and ensure that we are not only enjoying life today, but that we are on track to meet bigger life goals.

I create a customized financial plan that covers all aspects of your financial life, driven by your family's values and goals. In short, I put the pieces of the puzzle together so you have a complete understanding of your financial picture and what it will take to reach your financial objectives. Through ongoing coaching, I provide the support and advice needed to successfully implement your financial plan. And as life changes, so does your plan. My goal is to be your trusted advisor throughout this stage of your life and future stages.
As a fee-only financial planner, my recommendations are objective and driven by what is best for your family. Each of my clients has different motivations. It is my job to help align your spending and saving with your goals, educate you on all aspects of your financial life, and give you a road map to achieving the financial future you want.... See More

Financial Solutions offers Portfolio Management services and Investment Advisory services along with Financial Planning and Retirement Planning. A custom investment portfolio is created for each client.

Celeste Mirassou, CFP
I'm Celeste Mirassou, CFP®, RIA, an independent financial planner. I offer my financial planning and budgeting services on a project or hourly basis - only. I am compensated only by you, so my focus is on your specific needs and budgetary requirements. My loyalty is only to you. I receive no commissions for products.
I am also a Registered Investment Advisor. I provide objective and affordable solutions for investors looking for cost-effective help with investing. I focus on your needs, with no management fees based on "minimum" investable assets.
Everyone has different needs. I have found that's definitely the case when it comes to finances. Some of us wonder how we should invest our money. Others worry about how to save enough money to invest. Some of us are concerned with buying our first home. Others wonder about selling a home when they retire. Still others are wondering if they ever can retire!
No matter what your financial questions may be, I believe the best way to get reliable, practical and objective answers is to work with a financial planner.
The bottom line - no matter what the issue - is that I want to work with you to find a solution. As a problem-solver, it is my business, and my passion, to make a difference and touch lives by giving my clients the tools they need to manage their money with ease.
Sound good? All it takes to get started is a phone call, or an email, or a click on the link above. I look forward to talking to you about your financial goals, issues, and problems. Working together, I know we can get you to where you want to be.... See More

Colleen Soares, CFP, CPA

We are a fee-only independent investment advisory firm that focuses on sustainable and responsible investing. Clients range from individuals to family trusts to family foundations to non-profits. Charles Schwab is our custodian, though we are independent.... See More