Retirement Planning in San Jose, CA

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Top Retirement Planners in San Jose, CA

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Sequoia Wealth Advisors and Invesment Management, Inc.
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 99 Almaden Blvd #925, San Jose, CA 95113, USA
Phone (408) 645-2500
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Lun Mai - Financial Advisor, Ameriprise Financial Services, LLC
Location 225 W Santa Clara St Ste 1600, San Jose, CA 95113, USA
Phone (408) 963-2266
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Emily Van Hoorickx - UBS Financial Services Inc.
Location 50 W San Fernando St 8th Floor, San Jose, CA 95113, USA
Phone (408) 282-8424
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SEC File# 801-77888
CRD# 167151
Location 353 Piercy Rd, San Jose, CA 95138, USA
Phone (408) 840-4030
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Retirement Capital Strategies- RCS
SEC File# 801-70918
CRD# 139009
Location 1190 Saratoga Ave, San Jose, CA 95129, USA
Phone (408) 551-6100
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SEC File# 801-60943
CRD# 119290
Location 50 W San Fernando St Suite 405, San Jose, CA 95113, USA
Phone (408) 558-1660
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SEC File# 801-41892
CRD# 106017
1 out of 5
Location 3190 S Bascom Ave #210, San Jose, CA 95124, USA
Phone (408) 688-0888
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Financial Planning Consultants
Location 333 W Santa Clara St #830, San Jose, CA 95113, USA
Phone (408) 287-7911
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Cetera Wealth Partners is a region of Cetera Advisor Networks LLC
Location 45 E Julian St 2nd floor, San Jose, CA 95112, USA
Phone (408) 249-4612
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A Life Well Spent
Location 4030 Moorpark Ave #115, San Jose, CA 95117, USA
Phone (408) 244-2448
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Financial Journey Partners
SEC File# 801-78089
CRD# 167658
Location 101 Metro Dr Suite 264, San Jose, CA 95110, USA
Phone (408) 963-2858
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Michael Garber Financial Planning
SEC File# 801-121438
CRD# 314872
Location 111 N Market St Suite 300, San Jose, CA 95113, USA
Phone (408) 451-8418
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Castelli Financial
5 out of 5
Location 1101 S Winchester Blvd Suite #A-107, San Jose, CA 95128, USA
Phone (408) 838-4544
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Executive Capital Planning
Location 1 S Almaden Blvd, San Jose, CA 95113, USA
Phone (408) 999-0696
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Heckman Financial & Insurance Services Inc-HFIS
5 out of 5
Location 333 W Santa Clara St 6th Floor, San Jose, CA 95113, USA
Phone (408) 297-9800
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NF Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 225 W Santa Clara St Ste 1600, San Jose, CA 95113, USA
Phone (408) 963-2250
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Fireside Financial Planning
Location 1971 Hamilton Ave #6a, San Jose, CA 95125, USA
Phone (408) 371-3091
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David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1 Almaden Blvd Ste 810, San Jose, CA 95113, USA
Phone (408) 918-5300
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SEC File# 801-112659
CRD# 174092
Location 2570 N First St Suite 200, San Jose, CA 95131, USA
Phone (855) 963-2526
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Potentia Wealth
Location 1226 Lincoln Ave Ste 200, San Jose, CA 95125, USA
Phone (408) 288-7886
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Pantheon Wealth Planning
Location 1754 Technology Dr Suite 208, San Jose, CA 95110, USA
Phone (408) 404-8282
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Flournoy Wealth Management
5 out of 5
Location 1165 Lincoln Ave #330, San Jose, CA 95125, USA
Phone (408) 271-8800
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Tesoro Financial Group, Inc.
SEC File# 801-111055
CRD# 158043
5 out of 5
Location San Jose, CA 95110, USA
Directions
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MassMutual Northern California
Location 2150 N First St Suite 500, San Jose, CA 95131, USA
Phone (408) 286-4010
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TechGirl Financial
SEC File# 801-121438
CRD# 314872
Location 111 N Market St Suite 300, San Jose, CA 95113, USA
Phone (800) 584-3652
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Statherós Financial Solutions
SEC File# 801-117649
CRD# 306217
Location 2107 N First St #415, San Jose, CA 95131, USA
Phone (408) 871-1590
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Retirement Planning in San Jose, CA

About San Jose, CA for Those Planning to Retire

San Jose, CA is a bustling city located in the heart of Silicon Valley, boasting a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the iconic Winchester Mystery House to the stunning Cathedral Basilica of St. Joseph, San Jose is home to a variety of notable landmarks that attract visitors from all over the world. In terms of employment, San Jose is dominated by tech giants such as Adobe, Cisco, and eBay, as well as healthcare providers like Kaiser Permanente and Good Samaritan Hospital. Major highways such as the 101 and 280, as well as bustling streets like Stevens Creek Boulevard and Santa Clara Street, allow for easy access to all parts of the city. San Jose is also home to a variety of neighborhoods, each with its own unique character and charm, from the trendy downtown area to the family-friendly Willow Glen neighborhood. With its vibrant culture, world-class amenities, and endless opportunities, San Jose is truly a city like no other.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of San Jose, CA can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans for housing. San Jose is one of the most expensive cities in the United States to live in, with a median home price of over $1 million. As a result, many residents struggle to afford homes in the area. Banks can help by providing mortgages and other loans to help residents purchase homes or refinance their existing mortgages. Additionally, banks can offer financial planning services to help residents save for their down payments or improve their credit scores. With the help of a bank, residents of San Jose can achieve their dream of homeownership and secure their financial futures.

Insurance Broker

Residents of San Jose, CA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance market in the city. With the high cost of living in San Jose, finding affordable insurance coverage can be challenging for many residents. An insurance broker can help residents compare different insurance plans and find the best coverage that suits their needs and budget. Secondly, an insurance broker can assist residents in filing insurance claims and getting the compensation they deserve in the event of an accident or loss. With the high incidence of car accidents in San Jose due to heavy traffic, having a reliable insurance broker to help with claims can be a lifesaver for residents. Additionally, an insurance broker can provide valuable advice on insurance policies that are specific to San Jose, such as earthquake insurance, which is essential in the earthquake-prone region.

Wealth Management

Residents of San Jose, CA may benefit from the services of a wealth manager in various ways. One of the most common ways is through investment management. San Jose is home to numerous tech companies, including Google, Apple, and Facebook, which can provide lucrative investment opportunities. A wealth manager can help residents navigate the complex world of investing and make informed decisions about their portfolios. Additionally, San Jose has a high cost of living, and a wealth manager can assist residents in creating a financial plan that aligns with their long-term goals and helps them achieve financial stability. Moreover, with the city's diverse population, a wealth manager can provide tailored advice to individuals from different cultural backgrounds and ensure that their unique financial needs are met. Overall, a wealth manager can offer valuable guidance to San Jose residents, helping them manage their wealth and achieve financial success.

Financial Advisor

Residents of San Jose, CA can benefit from the assistance of a financial advisor in various ways. One specific area of concern for residents of San Jose is the high cost of living. A financial advisor can help individuals create a budget and plan their finances accordingly to ensure they can afford the high cost of living in the area. Additionally, with the tech industry being a significant contributor to the economy of San Jose, a financial advisor can assist individuals in navigating stock options and other benefits that may be offered by their employer. Moreover, with the current economic uncertainty due to the COVID-19 pandemic, a financial advisor can help residents of San Jose make informed decisions about their investments and savings to protect their finances during these challenging times.

Mortgage Loan Officer

Residents of San Jose, CA can benefit from the expertise of a mortgage loan officer in various ways. For instance, given that San Jose is one of the most expensive cities in the United States, a mortgage loan officer can help residents navigate the intricacies of securing a mortgage loan that fits their budget. In this way, they can help residents find a home that is affordable and meets their needs. Additionally, a mortgage loan officer can provide guidance on the different types of loans available, such as fixed-rate and adjustable-rate mortgages, and help residents understand the pros and cons of each. Moreover, they can assist residents in filling out the necessary paperwork and meeting the requirements for loan approval, which can be particularly daunting in a city like San Jose. Overall, a mortgage loan officer can be a valuable resource for San Jose residents looking to purchase a home in this competitive real estate market.

Tax Services

Residents of San Jose, CA can greatly benefit from the guidance of a tax advisor. With the city's high cost of living and competitive job market, it can be overwhelming to navigate the complex tax laws and regulations. A tax advisor can assist in maximizing deductions and credits, minimizing tax liabilities, and ensuring compliance with state and federal tax laws. Furthermore, San Jose is home to a thriving tech industry, which brings unique tax considerations for employees and business owners alike. A tax advisor can provide specialized knowledge and strategies for managing stock options, equity compensation, and other tech-related tax issues. In addition, San Jose is located in the heart of Silicon Valley, where startups and entrepreneurs are constantly emerging. A tax advisor can help these individuals navigate the tax implications of starting a business, including entity selection, tax planning, and compliance. Overall, a tax advisor can provide valuable support for San Jose residents in managing their tax obligations and achieving financial success in a competitive and dynamic environment.

Estate Planning Lawyer

Residents of San Jose, CA could benefit from the expertise of an estate planning lawyer in a variety of ways. Particularly in San Jose, where the cost of living is notoriously high, an estate planning lawyer can help residents navigate the complex world of estate taxes and probate court. They can assist in creating wills and trusts that protect assets and ensure they are distributed according to the individual's wishes. Additionally, with the tech industry booming in San Jose, many residents may have stock options or other unique assets that require specialized planning. An estate planning lawyer can provide guidance on how to best handle these assets and minimize tax liabilities. With their knowledge of California state law, an estate planning lawyer can also help residents navigate the intricacies of community property and ensure that their spouse or partner is protected in the event of their passing. Overall, an estate planning lawyer can provide invaluable assistance to San Jose residents in securing their financial future and protecting their loved ones.

San Jose, CA Financial Resources

San Jose, CA Chamber of Commerce

https://www.sjchamber.com/

San Jose, CA City Hall

https://www.sanjoseca.gov/

San Jose, CA Public Library

http://www.sjpl.org/

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs