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

PMI South Bay
Bay area that specializes in HOA property management. With years of experience in the under the brand of the franchisor, Property Management Inc. PMI has offices across the Unitedprofessional service for their clients. They offer a range of services including HOA management, financial management, and maintenance

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

DWR Wealth Management
DWR Wealth Management is a firm dedicated to helping clients reach their financial goals through sound, efficient and well are committed to delivering high quality, customized solutions for our clients. With our commitment to service and

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

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

Cathay Bank
Cathay General Bancorp (NASDAQ: CATY). It provides comprehensive financial services to its customers, with 33 branches inof each customer. It has developed a reputation for providing quality service and convenient banking options, such online and mobile banking, to make it easier for customers to manage their finances.

UIS Technology Partners
businesses of all sizes, from small startups to large companies. Our customized partnerships Desk, Telecommunications, Staff Augmentation, IT Project Management, Disaster Recover Planning, Business Continuity Planning, our clients in Northern California, including Financial, Venture Capital, CPA and Accounting, Law

BPM
, individuals and institutions in the Bay Area for over 30 years. Our mission is to expertise in assurance, tax, business consulting and wealth management. Our team of over 50 partners have understanding of the technology, life sciences, real estate, financial services and nonprofit sectors, ensuring that our

D2 Dash
platform that provides a single source for all relevant business information. Our platform Key Results (OKRs), Product Roadmap, Business Pipeline, Financial Reporting, Planning, Executive Insights and Board and configurable, allowing businesses to monitor and manage changes to better meet customer, employee