
Roundleaf - San Jose
to empower people to reach their most important financial goals through informed decision making. We strive toand resources to guide our customers on their financial journey. We provide personalized advice and tailor our help you accomplish your financial goals and manage your money in a way that works for you. We take

Heckman Financial & Insurance Services
Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting for their future. Eric and his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial

Parkworth Wealth Management
. offers wealth management services to tech professionals so that they can take control of their financial destiny. Oftenand he wrote a book titled "Personal Finance for Tech Professionals in Silicon Valley and Beyond" industry and instead feel secure in their financial future. With our commitment to service and

Fitzpatrick & Tucker Inc.
We specialize in preparing tax returns for individuals, partnerships, corporations, non-profits, trusts and estates, as planning is also part of an overall financial plan, for which we offer estate planning, taxation, to help do-it-yourself business owners manage their operations with accounting software packages such

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

John M Plaza Investment Advisor
Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, experienced team of professionals is here for you, so don't hesitate to

Financial Journey Partners
that helps individuals and professionals make smart financial decisions and stay focused on what matters mostWe offer tailored investment management and advice to help our clients along their financial journey. We take prideefficiently. Our experienced team of professionals is here for you, so don't hesitate to get in

Flournoy Wealth Management
is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in a secure financial future. Flournoy Wealth Management has been providing wealth management services for 18 years, income needs. Pam also offers comprehensive financial planning services, helping clients to take

Umpqua Bank
time to understand each customer's financial needs and provide them with thename. We have the financial expertise combined with a passion for getting to know you banking experience and helping our customers manage their money in a way that are committed to creating economic vitality for the greater good and have gone