
Fitzpatrick & Tucker Inc.
state returns. We also provide review and compilation of financial statements and can represent our clients if Estate and trust planning is also part of an overall financial plan, for which we offer estate services to help do-it-yourself business owners manage their operations with accounting software packages such

PMI South Bay
for their clients. They offer a range of services including HOA management, financial management, and maintenance services. Furthermore, they are dedicated to offering the highest quality customer service, ensuring all of

Heckman Financial & Insurance Services
be complicated and overwhelming. Eric Heckman of Heckman Financial & Insurance Services has developed a Blueprint team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They

Parkworth Wealth Management
Inc. offers wealth management services to tech professionals so that they can take control of their financial destiny. Often, , California and understand the ups and downs of the tech industry. Our business was created industry and instead feel secure in their financial future. With our commitment to service and

DWR Wealth Management
DWR Wealth Management is a firm dedicated to helping clients reach their financial goals through sound, efficient and well and risk tolerance. Through strategic allocation of investments and carefully selected investment managers, we strive to maximize returns

Roundleaf - San Jose
people to reach their most important financial goals through informed decision making. needs and offer them a variety of options so they can make of experienced professionals has the knowledge and resources to guide our customers on their financialto help you accomplish your financial goals and manage your money in a

Patelco Credit Union
Patelco Credit Union is a not-for-profit financial institution that offers competitive rates, fewer fees, and assets under our management. Our commitment to the communities we serve goes beyond our financial products. We regularly and see why Patelco Credit Union is one of the largest credit unions in the nation.

John M Plaza Investment Advisor
Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their brokerage accounts. We take pride in the quality of our services, and aim to ensure that yourare met quickly and efficiently. Our experienced team of professionals is here for you, so don't

Solutions Wealth Management
team of professionals provides comprehensive wealth planning and investment management services, including financial guidance, professional advice and asset management, with

Financial Journey Partners
. We offer tailored investment management and advice to help our clients along their financial journey. We take pride in the quality of our services, and aim are met quickly and efficiently. Our experienced team of professionals is here for you, so don't

First Republic Bank
-based private banking, business banking and wealth management services. Headquartered in San Francisco, the company helping clients meet their financial goals. They offer a full range of banking services, including private business banking, and private wealth management. First Republic is part of the S&P 500 Index

Flournoy Wealth Management
Pam Flournoy is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing complexities of divorce and helping them make informed decisions that will ensure a secure financial future. Flournoy Wealth Management

Metro Property Management
is a leading property management company in Santa Clara County and surrounding areas, services to maximize market value and cash flow of any property. We are now under new ownership a full range of services, from leasing and tenant screening to construction management, evictions and financial reporting. We work

Umpqua Bank
tools they need to stay on top of their finances. Our stores have a cozy always remember your name. We have the financial expertise combined with a passion for getting better banking experience and helping our customers manage their money in a way that fits with our customers and being part of the community.

Cathay Bank
1962 as a subsidiary of Cathay General Bancorp (NASDAQ: CATY). It provides comprehensive financial services to its customers services and products tailored to meet the needs of each customer. It has developed a reputation for banking, to make it easier for customers to manage their finances.

UIS Technology Partners
of experts offer a range of IT support services, including IT Support, IT Consulting, IT Outsourcing, ManagedDesk, Telecommunications, Staff Augmentation, IT Project Management, Disaster Recover Planning, Business Continuity our clients in Northern California, including Financial, Venture Capital, CPA and Accounting,

Potentia Tax
tax implications. Our team consists of CPAs, tax experts, and financial professionals, working together to offer team has the expertise and experience to manage complex tax issues, from estate and trust time to understand each client's unique financial situation and develop personalized solutions tailored to

BPM
wealth management. Our team of over 50 partners have a deep understanding of the technology, life sciences, real estate, financial

Julie Ping He, CFP - Gateway Financial Advisor
, CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth management services. She takes an experienced and knowledgeable investment manager who has a deep understanding of the financial markets. She is also a

A-2-B Billing & Consulting
. Our mission is to provide comprehensive and integrated financial, administrative and managerial solutions to medical providers and medical billing and coding to practice management and compliance consulting. Our team of highly qualified professionals are dedicated