
Parkworth Wealth Management
offers wealth management services to tech professionals so that they can take control of their financial destiny. Often, these workers have their wealth tied up in the technology the volatile industry and instead feel secure in their financial future. With our commitment to service

John M Plaza Investment Advisor
Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach tailored to each individual's unique financial situation. We strive to develop long-access to brokerage accounts. We take pride in the quality of our services, and don't hesitate to get in touch today.

Solutions Wealth Management
management services, including financial guidance, professional advice and asset management, with expertise and objectivity. We specialize in working with individuals, families, business owners, professionals, trusts, retirement and pension plans to achieve their financialreach their full financial potential. You can

City National Bank
Bank in San Jose is a renowned financial services provider, offering customized assistance with private banking, wealth management, retirement, estate planning, business banking, investment management, and loan services. Our knowledgeable financial advisors are available to help you

PMI South Bay
the South Bay area that specializes in HOA property management. With years of experience in the industry, PMI is part. They offer a range of services including HOA management, financial management, and maintenance services. Furthermore, they are dedicated to

First Republic Bank
banking and wealth management services. Headquartered in San Francisco, the company has offices in California, Oregon, Washington, are dedicated to helping clients meet their financial goals. They offer a full range of banking, private business banking, and private wealth management. First Republic is part of the S&

Flournoy Wealth Management
is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce that will ensure a secure financial future. Flournoy Wealth Management has been providing wealth management services for 18 years

Metro Property Management
is a leading property management company in Santa Clara County and surrounding areas, providing comprehensive , from leasing and tenant screening to construction management, evictions and financial reporting. We work closely with our clients

UIS Technology Partners
IT Support, IT Consulting, IT Outsourcing, Managed Services, Network Assessments, Desktop Support, Desk, Telecommunications, Staff Augmentation, IT Project Management, Disaster Recover Planning, Business Continuity Planning services to our clients in Northern California, including Financial, Venture Capital, CPA and

Julie Ping He, CFP - Gateway Financial Advisor
® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth management services. She takesJulie looks at a client's entire financial picture, considering all elements that could be and knowledgeable investment manager who has a deep understanding of the financial markets. She is