Best Financial Advisors in San Jose, California

Teh Financial Coaching, founded by Christine Teh, is a personal finance coaching practice specializing in helping working professionals take control of their finances and build wealth. Christine is a Certified Money Coach (CMC) and tax professional who has guided clients since 2016 through budgeting, debt management, investment planning, and behavioral money coaching. She offers comprehensive financial coaching services, tax services, business coaching, budgeting and tax planning courses, and specialized workshops—all designed to help clients move from paycheck-to-paycheck living to financial confidence and personal freedom.

Wealth Cairn is an investor coaching company in Campbell specializing in financial planning, wealth building, and tax strategy. Led by Certified Financial Planner (CFP) coaches, they help families and individuals gain clarity on their financial goals and make intentional, well-informed decisions across investing, taxes, and long-term planning. They offer complimentary workshops and one-hour consultations to help clients align their money with their life purpose and build disciplined wealth strategies.

Investy Financial Services, operating since 1993, is a comprehensive financial services firm led by Ngoc Rachel. They specialize in tax preparation and planning for individuals and businesses, 401(k) and IRA rollovers and investments (including self-directed real estate investing), Medicare enrollment assistance, and insurance services. Their integrated approach helps clients optimize retirement planning, maximize tax returns, and navigate healthcare options all in one place.

Beacon Pointe Advisors is a registered investment advisor in San Jose serving private clients, ultra-high-net-worth individuals, business owners, retirement plans, and foundations. The firm offers comprehensive wealth management services including customized investment management, retirement planning, estate planning, and wealth strategy designed to help clients make informed decisions about their financial future. Led by experienced managing directors including Gene Ka (CPWA®) with over 30 years in the industry, Beacon Pointe emphasizes transparency and detailed strategic planning tailored to each client's unique needs.

Global Financial Impact is a financial services agency in San Jose that helps individuals and families build wealth, achieve financial independence, and create meaningful impact in their communities. Led by licensed financial professionals, GFI offers comprehensive financial education, customized wealth-building strategies, and access to diverse financial products and solutions. The firm specializes in helping clients secure their financial futures while aligning their wealth with personal values and legacy goals, particularly around generational wealth planning and financial literacy.

MA Private Wealth is a boutique fiduciary wealth management firm serving high-net-worth individuals and tech professionals with $500,000+ in investments. Founded on principles of customer-centricity and simplicity, they offer customized investment management, comprehensive financial planning, and retirement strategy tailored to each client's goals and risk tolerance. With 30 years of experience and a team led by founder Marty, they prioritize transparent, personalized advice and maintain strong long-term client relationships through direct advisor access and institutional expertise.

Resilient Wealth Planning is a Bay Area financial advisory firm based in Morgan Hill, specializing in comprehensive wealth management and financial planning for individuals and families. The firm focuses on creating personalized strategies that help clients build and protect their financial futures through tailored investment management, retirement planning, and strategic financial guidance. Their approach emphasizes understanding each client's unique goals and circumstances to deliver actionable plans that adapt to life's changing needs.

Falcon Wealth Planning is a fee-only, fiduciary wealth management firm specializing in comprehensive financial planning for individuals and business owners. Based in San Jose with nationwide coverage, they offer retirement planning, investment management, tax planning, financial planning, and estate planning services. Their advisors are CFP® certified professionals with over 30 years of combined experience, dedicated to transparent, personalized advice without commissions or hidden fees.

Pesta & Pesta Wealth Management is an independent financial advisory firm in Cupertino specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. The firm focuses on personalized strategies tailored to each client's unique goals, offering services including retirement planning, portfolio management, tax-efficient investing, and estate planning consultation. They pride themselves on a client-centered approach with direct access to experienced advisors.

Financial Journey Partners is an independent financial advisory firm in San Jose providing comprehensive wealth management, investment planning, and retirement strategy services. Their team works with individuals and families to develop personalized financial plans aligned with their goals and values, emphasizing education and transparent guidance throughout the financial planning process.

Context Wealth Advisors is an independent financial advisory firm in Campbell founded by Chris Duke, a former tech professional with 15+ years of experience who transitioned to wealth management in 2008. The firm specializes in comprehensive financial planning, investment management, and wealth protection tailored to each client's personal values and goals. With a team including Madison Donovan (who brings trust and estate administration expertise) and professional back-office support through Mutual Advisors LLC, Context Wealth takes a human-centered approach grounded in honest, relevant advice rather than generic recommendations.

Schneider Wealth Management is an independent financial advisory firm based in Woodside, California, serving clients throughout the San Francisco Bay Area. They provide comprehensive wealth management, investment management, and financial planning services tailored to individual and family needs. The firm focuses on personalized strategies to help clients build and preserve wealth.

Charles Schwab's Milpitas branch is a full-service investment and brokerage firm serving individual investors and those seeking comprehensive financial planning. The branch offers self-directed investing platforms, financial consulting, wealth management services, and retirement planning guidance through experienced Financial Consultants. Whether clients prefer to manage their own investments or work with advisors, Schwab provides tailored solutions across all wealth levels with access to their mobile app, educational workshops, and 24/7 support.

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.

Hendershott Wealth Management is an independent financial advisory firm in San Jose specializing in comprehensive wealth management and financial planning. They work with clients to develop personalized investment strategies, retirement planning, and long-term financial goals. The firm emphasizes a consultative approach to help clients build and protect their wealth.

New Assets Investment Advisors LLC is an independent financial advisory firm based in Milpitas serving the Bay Area with personalized investment management and financial planning services. The firm helps clients build and preserve wealth through customized strategies tailored to individual goals and circumstances. Their experienced advisors focus on providing comprehensive financial guidance to help clients make informed decisions about their money.

Meriwest Wealth Advisors is a full-service investment and financial planning firm offering personalized wealth management, retirement planning, and comprehensive investment services to members of Meriwest Credit Union. They provide access to stocks, bonds, mutual funds, private placements, annuities, life insurance, and long-term care policies, with fully licensed advisors available for in-person consultations, phone support, and 24/7 online account access through a secure platform.

Transitions Wealth Advisors is an independent financial advisory firm based in San Jose, specializing in comprehensive wealth management and financial planning for individuals and families. They provide personalized investment management, retirement planning, and financial strategy services designed to help clients navigate major life transitions and build long-term wealth. The firm focuses on understanding each client's unique goals and circumstances to deliver tailored financial solutions.

Morgan Stanley Financial Advisors in San Jose provides comprehensive wealth management and investment services to individuals and families. As part of the globally recognized Morgan Stanley firm, their team of certified financial advisors offers personalized investment strategies, retirement planning, and portfolio management tailored to each client's financial goals. They serve the San Jose area with institutional-quality advice and access to Morgan Stanley's full range of financial products and services.

Modern Wealth Management in Campbell provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. Led by experienced financial advisors, they take a personalized approach to help clients build and protect their wealth through tailored financial plans. They serve the San Francisco Bay Area with a commitment to understanding each client's unique goals and circumstances.

Harris Private Wealth is an independent financial advisory firm serving high-net-worth clients in the San Jose area. They provide personalized wealth management, investment advisory, and financial planning services designed to help affluent individuals grow and protect their assets. The firm focuses on tailored strategies for clients seeking comprehensive financial guidance.

RBC Wealth Management is a full-service financial advisory firm offering investment management, retirement planning, and personalized wealth strategies for high-net-worth individuals and families. Located in downtown San Jose, the branch provides comprehensive financial guidance from experienced advisors who help clients build and protect their wealth through tailored investment solutions and long-term financial planning.

Silicon Valley Financial Group is an independent financial advisory firm based in San Jose, serving the Silicon Valley region with comprehensive financial planning and investment management services. They help clients navigate wealth management, retirement planning, and investment strategy through personalized consultation and expert guidance.

Sequoia Wealth Advisors and Investment Management is an independent financial advisory firm serving the San Jose area and greater Silicon Valley. They provide comprehensive wealth management, investment management, and financial planning services tailored to help clients build and preserve wealth. The firm focuses on delivering personalized guidance to navigate complex financial decisions and long-term investment strategies.

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.

Fidelity Investments is a major financial services firm offering a comprehensive range of investment and wealth management services at their San Jose investor center. They provide brokerage accounts, retirement planning, investment management, and advisory services to individual investors. Their team helps clients build diversified portfolios and plan for long-term financial goals.

Silicon Valley Wealth Advisors, LLC is an independent financial advisory firm serving the San Jose area with personalized wealth management and financial planning services. The firm helps clients build and preserve wealth through customized investment strategies and comprehensive financial guidance tailored to individual goals and circumstances.

Wells Fargo Advisors is a financial advisory service located in San Jose offering investment management and financial planning services to clients. As part of the Wells Fargo brand, they provide access to investment products and wealth management solutions, though specific service details would require direct contact with their San Jose office.

Concentrum Wealth Management is an independent financial advisory firm based in San Jose specializing in comprehensive wealth management services for individuals and families. They provide personalized financial planning, investment management, and advisory services designed to help clients build and preserve wealth. The firm focuses on creating tailored strategies aligned with each client's unique financial goals and circumstances.

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.

Edward Jones financial advisor Dennis H Laughlin, CFP®|AAMS®, provides personalized financial planning and investment management services to individuals and families in the San Jose area. With CFP and AAMS certifications, Laughlin helps clients develop comprehensive financial strategies tailored to their goals, whether saving for retirement, managing investments, or planning for major life events. As part of the Edward Jones network, he combines local expertise with the resources of a national firm to deliver personalized, relationship-based financial advice.

James Park is a Branch Manager at Ameriprise Financial Services, LLC, located in downtown San Jose. He provides comprehensive financial advisory services including investment management, retirement planning, and wealth management solutions tailored to individual clients and families. As part of Ameriprise's network of financial advisors, Park offers access to a full range of financial products and personalized planning strategies.

UBS Financial Services Inc. in San Jose offers comprehensive wealth management, investment advisory, and financial planning services to high-net-worth individuals and families. As part of the global UBS organization, they provide personalized financial strategies, portfolio management, and access to institutional-grade investment solutions. Their team of experienced advisors helps clients build and preserve wealth through tailored financial planning and investment management.

Orchard City Wealth Management is an independent financial advisory firm based in Los Gatos serving clients throughout the Silicon Valley and Bay Area. They provide comprehensive wealth management, investment planning, and financial advisory services tailored to individuals and families looking to grow and protect their assets. Founded on a commitment to personalized service, they focus on helping clients achieve their long-term financial goals.

Waverley Wealth Management is an independent financial advisory firm based in Mountain View serving clients throughout the Bay Area. They provide personalized wealth management, investment strategies, and financial planning tailored to individual client goals and circumstances. The team focuses on delivering comprehensive financial guidance to help clients build and preserve wealth.

John Plaza is a financial consulting firm located in San Jose that provides personalized financial advisory services to help clients achieve their wealth management and financial planning goals. With a focus on comprehensive financial strategies, they work with individuals to address investment management, retirement planning, and overall financial health.