Financial advisors in San Jose, CA

710 match · page 3 of 24

Kendal Schall
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Swanson
Financial advisor at Potentia Wealth
Potentia Wealth · $569.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Chuang
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lance Pieper
Financial advisor at Concentrum Wealth Management
Concentrum Wealth Management · $986.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Leavitt
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Tjiputra
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
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Lisa Ozaki
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luzaida Pietri
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew De Garmo
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Megan Tarpley
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Adiutori
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Mulvihill
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Vukson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Zaplitny
Financial advisor at Fireside Financial Planning, Inc.
Fireside Financial Planning, Inc. · $17.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Monique Morrison
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Narayana Nyayapati
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathaniel Sarkar
Financial advisor at Redwood Money
Redwood Money · $87.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Simonian
Financial advisor at Concentrum Wealth Management
Concentrum Wealth Management · $986.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Pamela Flournoy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Parvin Manuchehri
Financial advisor at Clarity Wealth Advisors
Clarity Wealth Advisors · $732.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick McDonnal
Financial advisor at Tamarind Financial Planning
Tamarind Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Murray
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Dines
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Glaser
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Quang Phan
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Hillsbery
Financial advisor at Valmark Advisers, Inc.
Valmark Advisers, Inc. · $10.17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rodger Hobbs
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Guay
Financial advisor at Falcon Wealth Planning, LLC
Falcon Wealth Planning, LLC · $1.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samineh Shaeghi
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Clish
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in San Jose, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in San Jose, CA.

How this list works

Before you hire an advisor in San Jose, CA