One notable feature of San Jose is its robust financial services industry. The city serves as a hub for financial advisors and wealth managers who cater to clients of all demographics; from young tech workers to older venture capital investors. Working with a financial advisor in San Jose can accelerate your progress towards achieving financial success.
To get started on your journey to financial freedom, consider working with any of these leading financial advisory firms. If you prefer a narrowed-down search, we recommend initiating a conversation with Ekenna Anya-Gafu, a certified financial planner and President of Wealth Management at Bay Street Capital Holdings.
The contents of this article are for educational purposes only. They are not intended to be a source of professional financial advice. You will find experts on financial planning and financial management here.
As a resident of San Jose, CA, your need for comprehensive financial planning and professional financial advisory services cannot be overstated. You may be looking to save and manage investments for major purchases or your children's college education, or you may need tax planning and retirement planning to prepare for your golden years. Whatever your needs are, your hopes of success are significantly improved by working with financial professionals.
Firms such as Bay Street Capital Holdings have experts such as Ila Corcoran who is a real estate investment advisor, and certified financial planners like Ekenna Anya-Gafu, to meet all your wealth management needs. They provide unparalleled wealth management services that can serve as a solid foundation for your financial pursuits, including socially responsible investing.
If you are out in San Jose and are in need of professional help to scale up your finances, these are some of the best financial advisory firms that you should definitely consider working with.
Bay Street Capital Holdings is a Black-owned wealth management firm catering to clients in San Jose and the greater California region. It manages portfolios to maintain and increase total assets and generate income, such as equity compensation. Managing total risk and volatility is the company's primary priority.
Its team holds several accredited designations, including CFA and AAMS, and their services are comprehensive, including retirement income planning and investment planning. Their real estate experts also provide coverage for all your real estate needs, including real estate investing, giving clients an advantage in creating a well-diversified portfolio.
Founder William Huston is an accredited investment fiduciary who has been ranked as one of the Top Financial Advisors in the US. Additionally, William has served as the Bay Area president for the National Association of Securities Professionals.
BetterWealth, LLC is a registered investment advisory firm operating with a license from the Securities and Exchange Commission (SEC). The firm offers a wide spectrum of investment advisory services to clients, ranging from wealth management and asset management to financial planning and consulting.
The team prioritizes understanding potential clients in their current financial state, considering their existing assets, resources, financial goals, and risk tolerance. They draw from this personalized research to recommend a custom portfolio of investments.
Moreover, BetterWealth monitors your portfolio quarterly and continues to rebalance the portfolio to match your evolving needs or stated goals and objectives. The firm provides comprehensive investment advice and does not limit clients to any types of products or investments.
Clarity Wealth Advisors is a wealth management firm that primarily offers investment advisory services to retail investors. Their services include portfolio management services, financial planning services, pension consulting services, as well as the selection of other advisors.
Clarity Wealth Advisors' assets are regularly reviewed to align with the intentions of their clients. The team manages investment accounts on a discretionary or non-discretionary basis using various types of investments such as exchange-traded funds (ETFs), mutual funds, and equity securities (stocks).
In general, although the firm has a minimum requirement of $500,000 for an advisory account with them, they may, at their own discretion, waive this requirement to make their services available to clients who may be able to take advantage of it.
Concentrum Wealth is a wealth advisory firm that focuses its services on clients in San Jose, CA. Among others, the firm provides customized education planning, estate planning, retirement planning, and insurance planning. Included in its offerings are wealth management services and family law planning.
Concentrum's wealth advisor, Glenn Young, has two decades of experience in the financial services industry, and he works with a financial associate, Lance Pieper, whose expertise includes handling divorce-related financial issues for their clients.
Beyond providing financial solutions, Concentrum Wealth supports non-profit organizations, including the American Cancer Society's Relay for Life, as well as Dress for Success San Jose.
Flournoy Wealth Management is an advisory firm in San Jose that offers a wide range of services for individuals and families, especially for women going through transitions due to divorce or widowhood. Their services cover divorce financial planning, investment management, and comprehensive financial planning.
Pam Flournoy is a Certified Financial Planner with nearly 2 decades of experience in the industry. She conducts consultations to help clients develop a strategy for long-range financial planning and management.
RBC Wealth Management brings together a team of financial experts to assist San Jose residents in maximizing investment opportunities, understanding economic changes, and weathering general economic challenges.
The firm boasts extensive resources, proactive risk management, and an emphasis on sustainability. This supports the firm's continuous growth to new levels of success and standards. With an unwavering commitment to clients that spans several decades, they have built a solid reputation for putting clients' interests first and transforming lives with their excellent financial services.
Although RBC Wealth Management's subsidiary and legal entity, RBC Capital Markets, LLC, do not assume any obligations or debts, the subsidiary's assets under management and market capitalization reflect the company's fiscal responsibility. Nevertheless, these metrics do not affect the firm's performance or imply protection for investments in RBC Wealth Management accounts.
Sequoia Wealth Advisors & Investment Management, Inc., is a financial advisory firm whose services cater to the financial needs of residents in San Jose and the surrounding communities. With a multilingual team of advisors on staff, the firm is able to provide services to English, Spanish, and Russian-speaking clients.
Kristina Kuprina launched the company in 2007 to provide customized and comprehensive financial planning and investment services. She and her team of advisors assist clients with various financial needs, including retirement income planning, money management, real estate investing, equity securities, and Social Security analysis.
Silicon Valley Wealth Advisors has been a major player in the investment management and financial planning business in San Jose for over three decades.
As a financial investment firm, the firm's services cover a range of financial planning needs, including insurance analysis, cash flow management, and retirement advice.
Its portfolio management services also cover regular reviews of investment strategy, risk-reward analysis, and equity position management, among others.
Silicon Valley Capital Partners serves as the advisor for the Global Strategy Lifestyle Funds and Separately Managed Accounts for Individuals. Both Silicon Valley Capital Partners and Global Strategy Funds are registered trademarks.
The firm has established a partnership with Fidelity Investments which grants their clients access to Fidelity's extensive resources. This includes receiving a monthly Fidelity statement, accessing online account information and tools, and utilizing any of Fidelity's investor centers across the nation.
Transitions Wealth Advisors is a wealth management practice located in San Jose. Their dedicated team of financial planners, who are passionate about their work, collectively bring over 20 years of experience and valuable resources to the table.
As an independent family practice, the best interest of clients always guides their decision making process. Driven by the primary goal of helping clients focus on what matters most to them, the firm provides comprehensive services that mitigates financial burdens including tax obligations.
Also, drawing on their wealth of knowledge and experience, their services cover a range of financial planning needs from retirement planning to company acquisition and mergers to planning for your future. The team at Transitions holds out a promise to potential clients of transforming their dreams to reality.
Expert financial services such as a Chartered Financial Consultant play a crucial role in your overall success. Here's how core financial services support your financial well-being, career success, and family prosperity.
Working with a financial advisor helps you make smart choices for your financial well-being. Just as professionals seek expert advice in various life matters, partnering with an experienced financial advisor positions you for success in both the short and long term.
Without a clear understanding of how to get from your current situation to your future goals, your financial journey may face unexpected obstacles and setbacks from which it may be difficult to recover..
A financial plan is like a detailed map showing how to get to your destination. And your financial plan adapts with you as your goals change, providing a realistic guide to prevent surprises later in life.
Comprehensive wealth management addresses all aspects impacting your financial health, including taxes, investments, estate planning, accounting, and retirement. Creating a plan is the first step, but actively managing it is essential for success.
Wealth management takes a proactive approach, ensuring you maximize the potential of every dollar. Such optimal financial management can only be done with the help of financial experts.
Estate planning grants you control over how your assets are handled after your passing. It's crucial for anyone who owns property or has ever worked. All working-age adults should have an estate plan in place to determine asset distribution, protect loved ones, and minimize family conflicts.
The long-term success of any business relies on a strong leadership succession plan. Similar to having a disaster plan, business succession planning ensures your company is protected in case of unexpected leadership changes. It prevents internal conflicts and potential failure by holding key individuals accountable.
Financial advisors like William Huston are well-equipped to handle this, and you can schedule an appointment to benefit from their expertise.
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Bay Street Capital Holdings is a subsidiary of Maridea Global Capital Management. Maridea refers to Maridea Global Capital Management and all of its subsidiaries and affiliates. Maridea Wealth Management LLC, a subsidiary, is a registered investment advisor and may also conduct business under the names of Huckleberry Capital Management and/or Bay Street Capital Holdings.
Maridea Wealth Management LLC provides investment advisory and related services for clients nationally. Gagni Wealth Management LLC, also a subsidiary, is a registered investment advisor providing investment advisory and related services to clients nationally. Maridea will maintain all applicable registration and licenses as required by the various states in which Maridea conducts business, as applicable. Maridea Wealth Management LLC is an SEC registered investment advisor and Gagni Wealth Management LLC is a Texas state registered investment advisor. For additional information, please click here for our disclosures page.