Financial Advisors
San Jose, CA
Flournoy Wealth Management is an independent financial advisory firm in San Jose serving clients with comprehensive wealth planning and investment management services. The team works with individuals and families to develop personalized financial strategies aligned with their long-term goals, emphasizing personalized service and fiduciary principles.
Ideal for: High-net-worth individuals, families planning for retirement, business owners seeking comprehensive wealth strategy
Service area: San Jose and surrounding Silicon Valley communities
Independent Advisor: As an independent firm, Flournoy Wealth Management prioritizes clients' interests without ties to large financial institutions or product sales pressures.
Comprehensive Planning: The firm provides integrated wealth planning services including investment management, retirement strategy, and personalized financial guidance tailored to individual client needs.
Address: 1165 Lincoln Ave #330, San Jose, CA 95125
Phone: (408) 271-8800
Website: flournoywealthmanagement.com
Looking for more options?
See more Financial Advisors in San Jose →