Financial Advisors
San Jose, CA
Impact Wealth Management, led by ChFC advisor Alan K Williamson, provides comprehensive financial planning and wealth management services to individuals and families in the San Jose area. The firm offers investment management, retirement planning, and personalized financial strategies designed to help clients build and preserve wealth. With a focus on client-centered advice, they work to align financial plans with long-term goals.
Ideal for: Professionals and families seeking comprehensive financial planning, individuals planning for retirement, high-net-worth individuals building investment strategies
Service area: San Jose and surrounding Silicon Valley communities
ChFC Credential: Alan K Williamson holds a ChFC (Chartered Financial Consultant) designation, demonstrating advanced training in financial planning and investment strategy.
Comprehensive Wealth Strategy: The firm provides integrated financial planning services covering retirement, investments, and long-term wealth preservation tailored to individual client situations.
Address: 6120 Hellyer Ave #100, San Jose, CA 95138
Phone: (408) 779-5600
Website: mywealthimpact.com
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