financial advisor · Santa Clara, CA

financial advisor in Santa Clara, CA

financial advisor near Santa Clara, CA

101 Metro Drive
Santa Clara, CA
(542) 128-4370
https://www.financialjourney.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords

Contact details enriched from Financial Journey Partners’s website.

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Located in Santa Clara, CA, Financial Journey Partners is an advisor on the hashtag.org map. You can contact them by phone at (542) 128-4370. It's situated 2.8 miles east of central Santa Clara, at 37.3688° N, 121.9174° W. The location is at 101 Metro Drive. Other financial advisors nearby include Fidelity Investments (0.5 mi) and SageView Advisory Group (1.8 mi). Its website is https://www.financialjourney.com/. About 56% of adults here hold a bachelor's degree or higher. This section of Santa Clara can be found near New India Bazaar. The area sees roughly 19 inches of rain per year. It's located close to Smart & Final (2.6 mi), Christian Wisdom In USA Church (2.6 mi) and Solar Cross Church (2.7 mi).

At 101 Metro Drive in Santa Clara, CA you'll find Financial Journey Partners, a financial advisor. CFP® -certified, San Jose-based financial advisor and wealth management firm serving people with company stock, professional women, and those approaching or in retirement with financial planning, retirement planning, tax and estate planning, and charitable.

You'll find it 2.7 mi from Solar Cross Church (place of worship). It's 3.0 mi from Resurrection Lutheran Church (place of worship). Financial Journey Partners is 3.3 mi from Korean Christian Science Church (place of worship).

It is one of 9 financial advisors listed for Santa Clara. Fee-only, fee-based, and commission models pay the advisor differently; asking exactly how they are compensated is expected, not rude. Close alternatives include Fidelity Investments (0.5 mi), SageView Advisory Group (1.8 mi), and Global Wealth Management (2.1 mi).

The median household income in Santa Clara County is about $159,674. Santa Clara County has roughly 654,467 households. New India Bazaar anchors this part of Santa Clara. The median age in Santa Clara County is around 37.9. The median home value in Santa Clara County is around $1,382,800. The area sees roughly 19 inches of rain a year. Summers in Santa Clara average near 83°F and winters settle around 45°F. The Santa Clara County Fire Department (SCCFD) provides fire protection and emergency medical services to the county of Santa Clara, California. The local food scene leans toward Indian, Korean, Chinese. Santa Clara ( SAN-tə KLAR-ə; Spanish for 'Saint Clare') is a city in Santa Clara County, California, United States. Find Financial Journey Partners online at https://www.financialjourney.com/. Financial Journey Partners appears here from public listings. Claim the page to keep hours, services, and booking details current.

Nearby landmarks: 2.7 mi from Solar Cross Church (place of worship) · 3.0 mi from Resurrection Lutheran Church (place of worship) · 3.3 mi from Korean Christian Science Church (place of worship)

Frequently asked questions

Where is Financial Journey Partners located?
Financial Journey Partners is at 101 Metro Drive, Santa Clara, CA.
What are Financial Journey Partners's hours?
Hours aren't listed publicly. Contact Financial Journey Partners to confirm before you go.
What other financial advisors are near Financial Journey Partners?
Nearby financial advisors include Fidelity Investments (0.5 mi), SageView Advisory Group (1.8 mi), and Global Wealth Management (2.1 mi).
How do I contact Financial Journey Partners?
Visit https://www.financialjourney.com/.
What should I look for in a financial advisor in Santa Clara?
The first question for any financial advisor is whether they act as a fiduciary at all times — the answer changes whose interest comes first. Checking hours and confirming details directly with the business is always worth the two minutes.
From their website

CFP® -certified, San Jose-based financial advisor and wealth management firm serving people with company stock, professional women, and those approaching or in retirement with financial planning, retirement planning, tax and estate planning, and charitable giving.

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