
Exertus Mortgage Advisors
I am an experienced mortgage advisor with Exertus Mortgage Advisors, and I am here to make your purchase possible. I am licensed in California and offer a wide variety of programs for first-time buyers verification for self-employed borrowers, interest only on investments, hard money loans, low fico score options, and

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

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

Brian Lombardo, CFP, CPA
financial planning and professional investment management solutions. Brian Lombardo, CFP, CPA works with clients who have assets of $500,000 and above. We provide a range ofour processes and fees. Our experienced team of advisors are available to answer any questions and