Contact Us

Map and Directions

Located in the Comerica Bank Building
Financial Planning Consultants, LLC
333 W. Santa Clara Street
Suite 830
San Jose, CA 95113

Phone: (408) 287-7911
Fax: (408) 297-7836

Click here for Driving Directions

Initially, we will work with you to determine your concerns, goals, and risk tolerance- essentially your overall financial profile (Quantitative as well as Qualitative). This fact-finding enables us to design an investment approach that is suitable for your level of risk and financial goals. Together, we will monitor the progress of the strategy employed and make the necessary modifications as circumstances impacting your financial strategy change. And together we will strive to make your financial goals a reality.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member of FINRA/SIPC. The LPL Financial registered
representative associated with this site may only discuss and/or transact securities business with residents of the following states: California

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Legal