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strategic planning and risk management

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San Jose DWR Wealth Management

DWR Wealth Management

San Jose,CA Company Opening Financial Services

investment 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

San Jose Parazim

Parazim

San Jose,CA Legal Advice

and 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

San Jose ExecTech

ExecTech

San Jose,CA Company Opening

hiring, 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

San Jose Flournoy Wealth Management

Flournoy Wealth Management

San Jose,CA Financial Services Company Opening

Pam 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

San Jose Tina Choi - State Farm Insurance Agent

Tina Choi - State Farm Insurance Agent

San Jose,CA Commercial Insurance

manage 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

San Jose Ana Orozco - State Farm Insurance Agent

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

San Jose Julie Ping He, CFP - Gateway Financial Advisor

Julie Ping He, CFP - Gateway Financial Advisor

San Jose,CA Company Opening Financial Services

portfolios 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