Fiduciary Financial Advisors in San Jose

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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

 

Meet With An

Independent Financial Advisor In San Jose


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor in San Jose


$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.

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

Vanguard

How Can a Financial Advisor in San Jose Help You?


Financial advisors are experts in finance and investing that can help you improve your financial position, get started on your goals, or even just help you plot a roadmap for the future. 

Financial advisors can be used by essentially anyone who has a little bit of money that they want to grow.

Advisors may be in person, which is considered “traditional” advising, they can be fully online, or they can be automated robo-advisors. 

Advisors can also have different specializations, such as in retirement planning, investments, real estate, and more, so you can always find someone who can help you with what you need.

A financial advisor is a great resource to help you take control of your finances. 

A financial advisor can help you save for retirement, make smarter investments, improve your credit score, offer financial planning and advice, reduce your debts more quickly, and plan for large purchases such as a vehicle or home.

Questions To Ask Your San Jose Financial Advisor


Are you a fiduciary?

  • This is by far the most important question to ask your advisor. Specifically it is important that they answer “yes.” Fiduciaries are registered agents that are required to act in the best financial interest of their clients. They must be transparent with you, as well as make financial decisions that assert your best interest before their own.
  • What is your ideal / typical client?
  • Does your advisor have a lot of clients with similar financial positions? How about similar financial goals? Are you the only client that seems out of place in your advisor’s portfolio of clients? If so, it may indicate that your advisor is not the ideal choice for you.
  • What is your background?
  • Beyond their credentials and experience, financial advisors may also come from a diverse range of educational or professional backgrounds. Many move into the position from other financial or administrative positions, which may or may not have granted them the expertise needed to accommodate you.
  • Find A Fee-Only Financial Advisor Near San Jose

    Connect With a Financial Advisor

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    Now you can explore what service is best for you.
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    Top Financial Advisors Serving San Jose

    San Jose is the largest city in Northern California and is the cultural, financial, and political center of Silicon Valley. 

    The city was founded by Spanish colonists in 1777 as the Pueblo de San José de Guadalupe. 

    After the Mexican War of Independence in 1821, San Jose temporarily became a part of Mexico before being ceded to the United States in 1848. 

    Many powerful high technology companies have their homes in San Jose, including Samsung, Adobe, and Zoom. 

    In addition to serving in this location, we also have advisors serving in these other locations. 

    Financial Advisors in San Jose also serve in these locations:

    When Do You Want To Retire?


    How far away is your dream life?

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    FAQs About Certified Financial Advisors In San Jose

    Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.

    Financial advisors help clients improve their financial health and make progress towards their savings goals.

    It depends on how much you have in savings and how much you can put towards savings every month.

    Research not just what other clients say about advisors in your area but also what their qualifications are.