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DWR Wealth Management
San Jose,CA Company OpeningFinancial Servicesinvestment management, retirement planning, asset protection and estate planning. Our approach is tailored to meet each client's unique needs and risk tolerance. Through strategic allocation of investments and carefully selected investment managers, we strive to maximize -
Parazim
San Jose,CA Legal Adviceand conversion, drafting bylaws and stock incentive plans, preparing shareholder and restricted stock purchase agreements, providing advice on corporate procedures and risk management, financing assistance, securities law compliance, protecting IP, brand development, and providing -
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 -
Flournoy Wealth Management
San Jose,CA Financial ServicesCompany OpeningPam Flournoy is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with a strategic investment approach that takes into account each client's goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping -
Tina Choi - State Farm Insurance Agent
San Jose,CA Commercial Insurancemanage the risks of everyday life, recover from unexpected events, and achieve their dreams. We offer comprehensive insurance plans to meet any need, and our knowledgeable agents are here to answer any questions, review policies, and compare rates, so you can find -
Ana Orozco - State Farm Insurance Agent
San Jose,CA Commercial Insurance, we are dedicated to helping our customers understand and manage their risks of everyday life. We strive to build advice on liability exposure, property loss, income loss, and retirement planning to ensure that our customers are properly -
Julie Ping He, CFP - Gateway Financial Advisor
San Jose,CA Company OpeningFinancial Servicesportfolios that match her clients' individual risk tolerance and goals. Julie looks at a client investments. She provides tax-efficient strategies and retirement planning solutions, ensuring that every action takenher clients. Julie is an experienced and knowledgeable investment manager who has a deep understanding of
