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ExecTech
San Jose,CA Company Openinghiring, training, managing and termination. Scheduling, collections and insurance plan management. Time management, overhead management and efficiency. People skills, motivation and strategic planning. Associates, partnerships and end-game -
Heckman Financial & Insurance Services
San Jose,CA Company OpeningFinancial ServicesCommercial Insurancea plan for their future. Eric and his team are experts in alternative financial products and wealth management and services to build a portfolio that is designed to protect and grow clients' assets while their principal. Their process has been trademarked and Eric offers complimentary consultations so that clients -
DWR Wealth Management
San Jose,CA Company OpeningFinancial Servicesprovide various services such as investment management, retirement planning, asset protection and estate planning. Our approach is tailored to meet needs and risk tolerance. Through strategic allocation of investments and carefully selected investment managers, we strive to maximize returns and preserve -
John M Plaza Investment Advisor
San Jose,CA Company OpeningFinancial Servicesprofessional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access to brokerage accounts. We -
Flournoy Wealth Management
San Jose,CA Financial ServicesCompany OpeningFlournoy is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with Wealth Management has been providing wealth management services for 18 years, using a strategic investment goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping -
Julie Ping He, CFP - Gateway Financial Advisor
San Jose,CA Company OpeningFinancial Serviceswith comprehensive wealth management services. She takes a hands-on approach when crafting customized portfolios that match her affected by investments. She provides tax-efficient strategies and retirement planning solutions, ensuring that every action taken is
