{"id":17560,"date":"2025-04-11T12:21:30","date_gmt":"2025-04-11T12:21:30","guid":{"rendered":"https:\/\/pillarwm.com\/financial-advisors\/?page_id=17560"},"modified":"2025-10-25T07:44:28","modified_gmt":"2025-10-25T07:44:28","slug":"san-jose-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/financial-advisors\/san-jose-to-consider\/","title":{"rendered":"Financial Advisors in San Jose To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"712\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/San-Jose-Silicon-Valley-1024x712.jpg\" alt=\"Financial Advisor in San Jose to Consider\" class=\"wp-image-17564\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/San-Jose-Silicon-Valley-1024x712.jpg 1024w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/San-Jose-Silicon-Valley-768x534.jpg 768w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/San-Jose-Silicon-Valley-600x417.jpg 600w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/San-Jose-Silicon-Valley.jpg 1200w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Selecting a financial advisor is a key move in building a secure financial future. Whether you&#8217;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&#8217;re located in San Jose, California, or the surrounding Bay Area, here are 10 financial advisors worth considering to help guide your journey.<\/p>\n\n\n\n<p>Here are 10 Financial Advisor in San Jose to consider:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Alpha Coast<\/li>\n\n\n\n<li>Amaral Financial Planning<\/li>\n\n\n\n<li>Corinthian Wealth Management<\/li>\n\n\n\n<li>Bay Area Financial Services<\/li>\n\n\n\n<li>BetterWealth<\/li>\n\n\n\n<li>BlueSky Wealth Advisors LLC<\/li>\n\n\n\n<li>Cavallino Fund LLC<\/li>\n\n\n\n<li>Clarity Wealth Advisors<\/li>\n\n\n\n<li>Commonwealth Financial<\/li>\n\n\n\n<li>David Henderson<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Alpha Coast<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfkCXg4uEanR0qIlDMJ9hV9vG0sbZX8RHqhE2LLNa9D21I9zxPw5Z-KwE7KgK6j2vH9BxiqebDQZkxl7YYIOkSQSXOpf8LkODm1aAzYKFWyt2bGDAeXRXGoXhRlr6yDfT7PhgSXgg.png\" alt=\"Alpha Coast\" class=\"wp-image-17565\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfkCXg4uEanR0qIlDMJ9hV9vG0sbZX8RHqhE2LLNa9D21I9zxPw5Z-KwE7KgK6j2vH9BxiqebDQZkxl7YYIOkSQSXOpf8LkODm1aAzYKFWyt2bGDAeXRXGoXhRlr6yDfT7PhgSXgg.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfkCXg4uEanR0qIlDMJ9hV9vG0sbZX8RHqhE2LLNa9D21I9zxPw5Z-KwE7KgK6j2vH9BxiqebDQZkxl7YYIOkSQSXOpf8LkODm1aAzYKFWyt2bGDAeXRXGoXhRlr6yDfT7PhgSXgg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019 financial aspirations.<\/p>\n\n\n\n<p>With a client-first philosophy, Alpha Coast prioritizes transparency, trust, and financial education. For inquiries, contact kent@alphacoast.com.<\/p>\n\n\n\n<p>Website:https:\/\/www.alphacoast.com\/<\/p>\n\n\n\n<p>Phone: 18885002357<\/p>\n\n\n\n<p>Email: kent@alphacoast.com<\/p>\n\n\n\n<p>Address: 1729 N 1st St Ste 10614 San Jose CA 95112<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Amaral Financial Planning<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-100.png\" alt=\"Amaral Financial Planning\" class=\"wp-image-17569\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-100.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-100-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.\u200b<\/p>\n\n\n\n<p>Website: http:\/\/amaralfp.com\/<\/p>\n\n\n\n<p>Phone: 14087970029<\/p>\n\n\n\n<p>Email: kent@brandon@amaralfp.com<\/p>\n\n\n\n<p>Address: 6203 San Ignacio Ave Ste 110 San Jose CA 95119<\/p>\n\n\n\n<p>CA 95112<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Corinthian Wealth Management<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-99.png\" alt=\"Corinthian Wealth Management\" class=\"wp-image-17568\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-99.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/image-99-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Corinthian Wealth Management is a fee-based financial planning firm located in San Jose, California. Their team of experienced Certified Financial Planners\u2122 assists families in pursuing their financial goals. The firm offers services designed to help clients achieve their desired lifestyles.<\/p>\n\n\n\n<p>Website: https:\/\/www.corinthianwealth.com\/<\/p>\n\n\n\n<p>Phone: 14089950915<\/p>\n\n\n\n<p>Email: dsamuels@corinthianwealth.com<\/p>\n\n\n\n<p>Address: 1625 The Alameda UNIT 308 San Jose CA 95126<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Bay Area Financial Services<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeGVjVXjdQHxpg6d8j51yOjv4NIDtKmdRqSXCDDkDY-3a-kuovK1QvmUqUSQgbhpMNs8RdaZ-nAakt3wvv1mvv7mp1VLLhV7Y_ENowWVAoNz0WC7rr1OugG6EySxyOqSFUnpMtC0g.png\" alt=\"Bay Area Financial Services\" class=\"wp-image-17575\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeGVjVXjdQHxpg6d8j51yOjv4NIDtKmdRqSXCDDkDY-3a-kuovK1QvmUqUSQgbhpMNs8RdaZ-nAakt3wvv1mvv7mp1VLLhV7Y_ENowWVAoNz0WC7rr1OugG6EySxyOqSFUnpMtC0g.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXeGVjVXjdQHxpg6d8j51yOjv4NIDtKmdRqSXCDDkDY-3a-kuovK1QvmUqUSQgbhpMNs8RdaZ-nAakt3wvv1mvv7mp1VLLhV7Y_ENowWVAoNz0WC7rr1OugG6EySxyOqSFUnpMtC0g-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: http:\/\/jessica@bayareafinancial.com\/<\/p>\n\n\n\n<p>Phone: 14082873116<\/p>\n\n\n\n<p>Email: jessica@bayareafinancial.com<\/p>\n\n\n\n<p>Address: 12 S 1st St UNIT 816 San Jose CA 9511<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">BetterWealth<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcS0beBu1ds2tNHsTSDQ87OvElGQaCkXn24mqremrPrfP6CsfzErNaplxLwVj6ohtZvqmV-gNwRmybBXKc4vRHN2UMS7JeQ8lW_TX4L224cS9EkWCtMnPE6VmVxbV0BAjvgKEmz.png\" alt=\"BetterWealth\" class=\"wp-image-17571\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcS0beBu1ds2tNHsTSDQ87OvElGQaCkXn24mqremrPrfP6CsfzErNaplxLwVj6ohtZvqmV-gNwRmybBXKc4vRHN2UMS7JeQ8lW_TX4L224cS9EkWCtMnPE6VmVxbV0BAjvgKEmz.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcS0beBu1ds2tNHsTSDQ87OvElGQaCkXn24mqremrPrfP6CsfzErNaplxLwVj6ohtZvqmV-gNwRmybBXKc4vRHN2UMS7JeQ8lW_TX4L224cS9EkWCtMnPE6VmVxbV0BAjvgKEmz-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: http:\/\/betterwealth.us\/<\/p>\n\n\n\n<p>Phone: 14086592390<\/p>\n\n\n\n<p>Email: info@betterwealth.us<\/p>\n\n\n\n<p>Address: 1475 Saratoga Ave #200 San Jose CA 951299511<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">BlueSky Wealth Advisors LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfa-6yXV_Ah2rH_DZMxeDgbVwmj0g0QzueQeBQxGmhGt79W6FTCqLGRAJZUYU4-tOCkyya37f14jOt4xIdcwB1u3dR36qBaNcEaXh46UQ5Owg_4zC1AxrlXjbFrwHmibLl1cu6EVQ.png\" alt=\"BlueSky Wealth Advisors LLC\" class=\"wp-image-17573\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfa-6yXV_Ah2rH_DZMxeDgbVwmj0g0QzueQeBQxGmhGt79W6FTCqLGRAJZUYU4-tOCkyya37f14jOt4xIdcwB1u3dR36qBaNcEaXh46UQ5Owg_4zC1AxrlXjbFrwHmibLl1cu6EVQ.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfa-6yXV_Ah2rH_DZMxeDgbVwmj0g0QzueQeBQxGmhGt79W6FTCqLGRAJZUYU4-tOCkyya37f14jOt4xIdcwB1u3dR36qBaNcEaXh46UQ5Owg_4zC1AxrlXjbFrwHmibLl1cu6EVQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u2019 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.<\/p>\n\n\n\n<p>Website: http:\/\/www.blueskywa.com\/<\/p>\n\n\n\n<p>Phone: 14086576880<\/p>\n\n\n\n<p>Email: operations@blueskywa.com<\/p>\n\n\n\n<p>Address: 1735 N First St #295 San Jose CA 95112CA 951299511<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Cavallino Fund LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfgGtO3WLrOxVjSoSbceiSdArsmIW2ZIAxZkGaOEDBguaka9ejalu09v51LpVPymDcSanA0jiBFPKm3QIPWb17EaaSNVAmSzr65mwO1i93QVJNT-6yQNN_GZjXGt33JcB_oYEEC-g.png\" alt=\"Cavallino Fund LLC\" class=\"wp-image-17574\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfgGtO3WLrOxVjSoSbceiSdArsmIW2ZIAxZkGaOEDBguaka9ejalu09v51LpVPymDcSanA0jiBFPKm3QIPWb17EaaSNVAmSzr65mwO1i93QVJNT-6yQNN_GZjXGt33JcB_oYEEC-g.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXfgGtO3WLrOxVjSoSbceiSdArsmIW2ZIAxZkGaOEDBguaka9ejalu09v51LpVPymDcSanA0jiBFPKm3QIPWb17EaaSNVAmSzr65mwO1i93QVJNT-6yQNN_GZjXGt33JcB_oYEEC-g-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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 &amp; Operating Agreement, a New Investor Subscription Agreement, sample statements, and an Additional Deposit Addendum.<\/p>\n\n\n\n<p>Website: http:\/\/cavallinofund.com\/<\/p>\n\n\n\n<p>Phone: 14083325816<\/p>\n\n\n\n<p>Email: bcooke@hamiltonridge.com<\/p>\n\n\n\n<p>Address: 111 N Market St San Jose CA 95113<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Clarity Wealth Advisors<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXebTivbdBEqmWsRE5vxsIhjjkOQSM-WxcTkD4C1C3ysaMCGGeB-Y8X9WUJXIVylDbg_Ac_sG_lZw3874t2I-ZqR_INMSSauayabNo9pD0aIDBBkVHJfi1Pdy8wX0IUw-ALclnBfw.png\" alt=\"Clarity Wealth Advisors\" class=\"wp-image-17572\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXebTivbdBEqmWsRE5vxsIhjjkOQSM-WxcTkD4C1C3ysaMCGGeB-Y8X9WUJXIVylDbg_Ac_sG_lZw3874t2I-ZqR_INMSSauayabNo9pD0aIDBBkVHJfi1Pdy8wX0IUw-ALclnBfw.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXebTivbdBEqmWsRE5vxsIhjjkOQSM-WxcTkD4C1C3ysaMCGGeB-Y8X9WUJXIVylDbg_Ac_sG_lZw3874t2I-ZqR_INMSSauayabNo9pD0aIDBBkVHJfi1Pdy8wX0IUw-ALclnBfw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bClarity 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\u2019s 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. \u200b<\/p>\n\n\n\n<p>Website: http:\/\/claritywealthadvisors.com\/<\/p>\n\n\n\n<p>Phone: 14085603220<\/p>\n\n\n\n<p>Email: info@claritywa.com<\/p>\n\n\n\n<p>Address: 2160 The Alameda A San Jose CA 95126<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Commonwealth Financial<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcUg9S44pt4hbYjAEC6D9oRnZRl7K3Um4YkuCYdaPZC5cUOUglagQjQ3Z1aEkDuGGnx3wCIO5EqcdfgxKJ1ydnn0o6hmH5jsYoMX-3lebqH0h6UCOcm47-x6Ekg2m77b7DqxE6Z.png\" alt=\"Commonwealth Financial\" class=\"wp-image-17570\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcUg9S44pt4hbYjAEC6D9oRnZRl7K3Um4YkuCYdaPZC5cUOUglagQjQ3Z1aEkDuGGnx3wCIO5EqcdfgxKJ1ydnn0o6hmH5jsYoMX-3lebqH0h6UCOcm47-x6Ekg2m77b7DqxE6Z.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXcUg9S44pt4hbYjAEC6D9oRnZRl7K3Um4YkuCYdaPZC5cUOUglagQjQ3Z1aEkDuGGnx3wCIO5EqcdfgxKJ1ydnn0o6hmH5jsYoMX-3lebqH0h6UCOcm47-x6Ekg2m77b7DqxE6Z-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Website: http:\/\/www.cjadvisory.com\/<\/p>\n\n\n\n<p>Phone: 14083452890<\/p>\n\n\n\n<p>Email: janet@cjadvisory.com<\/p>\n\n\n\n<p>Address: 2060 The Alameda San Jose CA 95126<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">David Henderson<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdnTpYHVnw33ZvI8zRp8RkyjxQZmg2OkJab_AT6PA5xMgfVBN1SmnoLUSEsCApkGil8j-tb-mYD60AXvvlCPGmQul_-AND2ixrEr_iVOqeo3eDBh9LFCpztJkNg3KWB-zKXeAGCYA.png\" alt=\"David Henderson\" class=\"wp-image-17566\" srcset=\"https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdnTpYHVnw33ZvI8zRp8RkyjxQZmg2OkJab_AT6PA5xMgfVBN1SmnoLUSEsCApkGil8j-tb-mYD60AXvvlCPGmQul_-AND2ixrEr_iVOqeo3eDBh9LFCpztJkNg3KWB-zKXeAGCYA.png 712w, https:\/\/pillarwm.com\/financial-advisors\/wp-content\/uploads\/2025\/04\/AD_4nXdnTpYHVnw33ZvI8zRp8RkyjxQZmg2OkJab_AT6PA5xMgfVBN1SmnoLUSEsCApkGil8j-tb-mYD60AXvvlCPGmQul_-AND2ixrEr_iVOqeo3eDBh9LFCpztJkNg3KWB-zKXeAGCYA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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. \u200b<\/p>\n\n\n\n<p>Website: https:\/\/www.davehend.com\/<\/p>\n\n\n\n<p>Phone: 14089786215<\/p>\n\n\n\n<p>Email: d.henderson@woodburyfinancial.net<\/p>\n\n\n\n<p>Address: 5444 Thornwood Dr San Jose CA 95123<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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