Advisors at this firm
Harrison W
Series 65
San Jose, CA
Ttp Investments, Inc.
Harrison Willner is a financial advisor at Ttp Investments, Inc. in San Jose, CA, holding a Series 65 license with 12 years of industry experience. Before joining Ttp Investments in 2016, he worked at The Tax Practice from 2010 to 2016, where he continues to provide tax preparation services as an accountant. Ttp Investments offers discretionary asset management, financial planning, and consulting for individuals, trusts, estates, retirement plans, and business entities. The firm integrates tax advice through an affiliated tax practice and employs a combination of fundamental and technical analysis, using a variety of investment vehicles including options and derivatives within custom portfolios.
Harris W
Series 65
San Jose, CA
Ttp Investments, Inc.
Harris Willner is a financial advisor at Ttp Investments, Inc. with 27 years of industry experience. He holds a Series 65 designation and has served as President and CEO of The Tax Practice, Inc., a tax preparation services firm, since 1992. Ttp Investments provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, retirement plans, and business entities. The firm integrates tax advice through its affiliated tax practice and uses a combination of fundamental and technical analysis to manage custom portfolios aligned with client risk profiles.
Peter T
Series 65
San Jose, CA
Ttp Investments, Inc.
Peter Ta is a Series 65 licensed financial advisor at TTP Investments, Inc. in San Jose, CA, with two years of industry experience. His prior work history includes roles outside of finance, such as positions at Target and Smart & Final. TTP Investments provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis, including options and derivative strategies, to build customized portfolios aligned with client risk profiles.