Find a Financial Planner in San Jose, CA

 

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We did the hard work of finding trustworthy partners in San Jose, CA.

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We Only Work With The Best San Jose Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in San Jose, CA


  • Financial Advisor Close to San Jose, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in San Jose Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the San Jose area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in San Jose include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
15.6% of San Jose's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the San Jose area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the San Jose area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the San Jose area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the San Jose area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the San Jose area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the San Jose area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in San Jose, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near San Jose, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Jose financial advisors.
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How Retirement-Friendly is San Jose, CA?

  • Population: 1027,690
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $882,500
  • Average Monthly Housing Cost: $2,278
  • Average Household Income: $142,635
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in San Jose, CA


WEALTH DESIGN, LLC

Website

(408) 558-1660

50 W. San Fernando Street
Suite 405
San Jose, CA 95113

SEC#: 801-77786
Years in Business: 8 years

SILICON VALLEY CAPITAL PARTNERS, L.P.

Website

(408) 236-7300

1731 Technology Drive
Suite 810
San Jose, CA 95110

SEC#: 801-62004
Years in Business: 18 years

FIRSTHAND CAPITAL MANAGEMENT, INC.

Website

(408) 886-7096

150 Almaden Blvd
Suite 1250
San Jose, CA 95113

SEC#: 801-70365
Years in Business: 12 years

BETTERWEALTH LLC

Website

(408) 659-2390

1475 Saratoga Avenue
Suite 200
San Jose, CA 95129

SEC#: 801-96317
Years in Business: 6 years

HAYES FINANCIAL, INC.

Website

(408) 947-7321

99 Almaden Blvd
Ste 730
San Jose, CA 95113

SEC#: 801-111077
Years in Business: 3 years

TTP INVESTMENTS, INC.

Website

(408) 879-0399

1978 The Alameda

San Jose, CA 95126

SEC#: 801-107967
Years in Business: 5 years

CONCENTRUM WEALTH MANAGEMENT

Website

(408) 840-4030

353 Piercy Road

San Jose, CA 95138

SEC#: 801-77888
Years in Business: 8 years

LEGACY WEALTH ADVISORS, LLC

Website

(408) 452-7700

1900 The Alameda
Suite 510
San Jose, CA 95126

SEC#: 801-119518
Years in Business: 0 years

C-J ADVISORY, INC.

Website

(408) 345-2890

2060 The Alameda

San Jose, CA 95126

SEC#: 801-70334
Years in Business: 12 years

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Website

(408) 260-3109

10 Almaden Boulevard
15th Floor
San Jose, CA 95113

SEC#: 801-66794
Years in Business: 15 years