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Advisors near 95070

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Douglas A

Series 65

San Jose, CA

Andrey, Douglas

Active portfolio management
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Kevin M

CFP®, Series 65

Menlo Park, CA

Oak Peak Financial

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Mark L

Series 63, Series 65

Mountain View, CA

Ardent Capital

Active portfolio management
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Kenneth S

CFP®

San Jose, CA

KRS Tax & Investments Inc.

Annuities
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Anandi K

CFP®, Series 65

Cupertino, CA

Akrish Financial Advisory

Stock option exercise strategy General tax planning Passive / index investing Private / alternative investments
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Brooks S

Series 66

San Jose, CA

Chief Capital Management, Inc

ESG / Sustainable investing
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Anand S

Series 65

Saratoga, CA

Investcraft Advisors LLC

Options & derivatives strategies Concentrated stock management Passive / index investing
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Yi Ching T

Series 63, Series 66

San Jose, CA

Shalom Global Capital Group LLC

Passive / index investing Options & derivatives strategies Concentrated stock management
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Shidi X

Series 65

Palo Alto, CA

Shepherd Investment Management

Active portfolio management Concentrated stock management
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Sathish V

CFA®

Los Gatos, CA

First Principles Investment Management LLC

Retirement income strategy Tax-loss harvesting Active portfolio management
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