Financial Advisors in San Jose, California

Concentrum Wealth Management is a top financial advisor in San Jose, CA due to their comprehensive range of services including financial planning, retirement planning, tax optimization, investment management, asset allocation, estate planning, and trust services. Founded in 2013 and headquartered in San Jose, they have a strong focus on building long-term relationships with their clients and understanding all aspects of their lives that may be impacted by the management of their assets. Their multi-dimensional solutions tailored to each client's goals and aspirations make them a trusted choice for business owners and families seeking financial success.

Clarity Wealth Advisors is a top financial advisor in San Jose, CA due to their dedication to helping clients achieve and maintain financial independence. With a focus on clear investment objectives, well-thought-out plans, and regularly monitored strategies, they provide clients with the tools they need for success. Their emphasis on client communication through monthly newsletters, quarterly commentary, and additional updates during market volatility ensures that clients are well-informed and empowered to make informed investment decisions.

Silicon Valley Wealth Advisors is a top financial advisor in San Jose, CA due to their extensive experience and commitment to client service. Founded in 1992, they have been providing wealth management and financial planning services for over 30 years. With a focus on portfolio management, financial planning, retirement planning, and tax planning, Silicon Valley Wealth Advisors offers comprehensive solutions tailored to each client's unique needs.

Hendershott Wealth Management is a top financial advisor in San Jose, CA due to their expertise in financial planning, retirement planning, tax optimization, and portfolio management. Founded in 2014 and headquartered in San Jose, they specialize in empowering women business owners and helping them achieve financial success through their unique Money Operating System® approach. They offer practical insights, personalized plans, and a holistic approach to help clients take complete control of their financial future.

Legacy Wealth Advisors is a top financial advisor in San Jose, CA because they have been in operation since 2000 and are headquartered in Silicon Valley. They specialize in comprehensive financial planning, retirement planning, tax optimization, impact investing, and index strategies. They take a personalized and service-oriented approach to cater to high-net-worth individuals, multi-family offices, and institutional clients, working collaboratively with other advisors to develop long-term strategic plans.

Heckman Financial & Insurance Services is a top financial advisor in San Jose, CA because of their comprehensive and tailored approach to financial planning. Led by experienced president Eric Heckman, the firm focuses on preserving assets, increasing income, and reducing taxes for clients. With their expertise in areas such as wealth management, legacy planning, and life insurance, Heckman Financial provides objective advice and personalized strategies to help individuals achieve their ideal retirement goals.