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Selecting a financial advisor is a key move in building a secure financial future. Whether you’re preparing for retirement, growing your investments, or navigating complex wealth management decisions, having the right expert by your side can be invaluable. If you’re located in San Jose, California, or the surrounding Bay Area, here are 10 financial advisors worth considering to help guide your journey.
Here are 10 Financial Advisor in San Jose to consider:
- Alpha Coast
- Amaral Financial Planning
- Corinthian Wealth Management
- Bay Area Financial Services
- BetterWealth
- BlueSky Wealth Advisors LLC
- Cavallino Fund LLC
- Clarity Wealth Advisors
- Commonwealth Financial
- David Henderson
Alpha Coast
Alpha Coast, based in San Jose, California, is a boutique investment firm that offers tailored financial solutions to high-net-worth individuals and businesses. The firm is committed to delivering personalized wealth management strategies that align with clients’ financial aspirations.
With a client-first philosophy, Alpha Coast prioritizes transparency, trust, and financial education. For inquiries, contact kent@alphacoast.com.
Website:https://www.alphacoast.com/
Phone: 18885002357
Email: kent@alphacoast.com
Address: 1729 N 1st St Ste 10614 San Jose CA 95112
Amaral Financial Planning
Based in San Jose, California, Amaral Financial Planning offers financial planning services tailored to individual client needs. They can be contacted via email at brandon@amaralfp.com with any inquiries.
Website: http://amaralfp.com/
Phone: 14087970029
Email: kent@brandon@amaralfp.com
Address: 6203 San Ignacio Ave Ste 110 San Jose CA 95119
CA 95112
Corinthian Wealth Management
Corinthian Wealth Management is a fee-based financial planning firm located in San Jose, California. Their team of experienced Certified Financial Planners™ assists families in pursuing their financial goals. The firm offers services designed to help clients achieve their desired lifestyles.
Website: https://www.corinthianwealth.com/
Phone: 14089950915
Email: dsamuels@corinthianwealth.com
Address: 1625 The Alameda UNIT 308 San Jose CA 95126
Bay Area Financial Services
Bay Area Financial is a financial advisory firm that provides comprehensive wealth management and financial planning services. The platform helps clients achieve their financial objectives through strategies such as retirement planning, investment management, and estate planning, with a commitment to delivering exceptional service.
Website: http://jessica@bayareafinancial.com/
Phone: 14082873116
Email: jessica@bayareafinancial.com
Address: 12 S 1st St UNIT 816 San Jose CA 9511
BetterWealth
Better Wealth is a financial services platform committed to helping clients achieve financial independence and security. The platform provides personalized wealth management, investment strategies, and financial planning services, emphasizing education and transparency to empower clients to make informed decisions and build lasting wealth.
Website: http://betterwealth.us/
Phone: 14086592390
Email: info@betterwealth.us
Address: 1475 Saratoga Ave #200 San Jose CA 951299511
BlueSky Wealth Advisors LLC
BlueSky Wealth Advisors LLC, headquartered in San Jose, California, is a fee-only financial planning and investment advisory firm. With a fiduciary commitment to putting clients’ interests first, their team provides expert guidance in wealth management, tax planning, and retirement strategies. BlueSky Wealth Advisors LLC offers a transparent, client-focused approach to financial success. For more information, visit blueskywa.com.
Website: http://www.blueskywa.com/
Phone: 14086576880
Email: operations@blueskywa.com
Address: 1735 N First St #295 San Jose CA 95112CA 951299511
Cavallino Fund LLC
The Cavallino Fund, offered by Hamilton Ridge CAPITAL, is a trust deed investment opportunity focusing on 1st position trust deeds secured by California residential and commercial properties since 2009. The fund provides a portfolio showcasing sample trust deed investments, quarterly newsletters for members, and a range of investor resources, including an investment overview, PPM & Operating Agreement, a New Investor Subscription Agreement, sample statements, and an Additional Deposit Addendum.
Website: http://cavallinofund.com/
Phone: 14083325816
Email: bcooke@hamiltonridge.com
Address: 111 N Market St San Jose CA 95113
Clarity Wealth Advisors
Clarity Wealth Advisors, established in 2011, is an independent wealth advisory firm based in San Jose, California. They offer holistic financial planning and investment management services, focusing on helping clients achieve and maintain financial independence. Their approach involves identifying each client’s investment goals, risk tolerance, tax implications, and specific income needs to create tailored strategies. The team includes experienced professionals like Managing Director Milind P. Dalal, who has over 30 years in the financial services industry. Their office is located at 2160 The Alameda, Suite A, San Jose, CA 95126.
Website: http://claritywealthadvisors.com/
Phone: 14085603220
Email: info@claritywa.com
Address: 2160 The Alameda A San Jose CA 95126
Commonwealth Financial
C-J Advisory is built on a culture of excellence rooted in empathy, authenticity, and exceptional service. Guided by core values of clarity, authenticity, resourcefulness, excellence, and service, the firm prioritizes transparent communication, meaningful client relationships, and consistent delivery of outstanding results. With a history spanning over 30 years, the firm has grown into a national presence, managing significant assets and being deeply committed to diversity, equity, inclusion, and social responsibility.
Website: http://www.cjadvisory.com/
Phone: 14083452890
Email: janet@cjadvisory.com
Address: 2060 The Alameda San Jose CA 95126
David Henderson
Dave Henderson is a financial advisor with over 35 years of experience in asset management. As Chief Executive Officer and Founding Partner of Meridian Wealth Management, he specializes in structuring customized investment portfolios for individual investors. Dave emphasizes consistency of returns, prudent risk management, and broad diversification across complementary asset classes.
Website: https://www.davehend.com/
Phone: 14089786215
Email: d.henderson@woodburyfinancial.net
Address: 5444 Thornwood Dr San Jose CA 95123
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