Financial Advisors
San Jose, CA
Sun Wealth Advisor of LPL Financial is an independent financial advisory firm serving the San Jose area and greater Bay Area. They provide comprehensive financial planning, investment management, and retirement strategy services to help clients build and preserve wealth. As an LPL Financial advisor, they combine personalized guidance with access to a full range of investment products and planning tools.
Ideal for: Professionals seeking comprehensive financial planning, individuals planning for retirement, families building long-term wealth
Service area: San Jose, CA and surrounding Bay Area communities
LPL Financial Affiliation: Backed by LPL Financial, one of the nation's largest independent broker-dealers, providing access to comprehensive investment solutions and institutional-grade resources.
Personalized Financial Planning: Offers tailored financial strategies designed around your specific goals, whether retirement, wealth preservation, education funding, or estate planning.
Address: 5446 Thornwood Dr Suite 101, San Jose, CA 95123
Phone: (408) 963-2887
Website: sunwealthadvisor.com
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