San Jose, CA Financial Advisor Office

San Jose

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Showing 30 advisor(s) and rep(s)

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Young An

ChFC®

My team and I help individuals, families, and businesses build financial security through a comprehensive financial planning process. I have gained a passion for educating and empowering my clients to help protect, optimize, and grow their wealth within the context of a living and breathing financial plan.Visit my website

Expertise: Financial Planning

Languages: English, Korean

Location: Campbell CA, 95008

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Elliot Applesmith Visit my website

Languages: English

Location: Campbell CA, 95008

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Mike Bacciarelli Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English, Polish

Location: Campbell CA, 95008

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James Boucher Visit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Business Risk Management, Long Term Care Planning, Retirement Planning, Employee and Executive Benefits Planning

Languages: English

Location: Campbell CA, 95008

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Dalton ChamberlainI'm passionate about helping others achieve financial confidence and security. My decision to join Northwestern Mutual was inspired by the integrity I experienced firsthand as a client, and I'm committed to bringing that same honesty and care to every client I work with. By combining my entrepreneurial mindset and passion for financial education, I'm excited to help others build a brighter future!Visit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning

Languages: English

Location: Campbell CA, 95008

CFP®, CLTC®

Expertise: Business Risk Management, Financial Planning, Business Continuation Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning

Languages: English, Vietnamese

Location: Campbell CA, 95008

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