Thielen & Associates, Inc.

Thielen & Associates, Inc. At Thielen & Associates, Inc., we offer a unique approach to tax and wealth strategies for families, high-net-worth individuals, and business owners.

http://thielenassociates.com
http://www.linkedin.com/in/paulathielen
http://twitter.com/thielencpa

06/17/2026

Parents want to give their children every opportunity to succeed, but as education costs continue to rise, many families find themselves balancing competing priorities: supporting their children while also planning for their own financial future.

In our latest blog, we explore how parents and grandparents can thoughtfully support future educational opportunities without sacrificing their own long-term financial independence. Read more: https://www.thielenassociates.com/news-and-resources/blog/funding-your-childs-future-without-sacrificing-your-own

06/16/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman, CFA reminds us that a Fed hold may not be exciting, but consistency counts. See more in https://cetera.com/research-and-insights

It's easy to think retirement planning is something you can get to later, but every year you delay saving can have a sig...
06/11/2026

It's easy to think retirement planning is something you can get to later, but every year you delay saving can have a significant impact on your future financial flexibility.

The good news is you don't need a perfect plan to get started. Even small, consistent steps today can help create more opportunities and confidence in the future. No matter where you are in your financial journey, taking action now can help put you on a stronger path toward retirement readiness.

Thinking about buying a home? National Homeownership Month is a great reminder that successful homeownership starts long...
06/09/2026

Thinking about buying a home? National Homeownership Month is a great reminder that successful homeownership starts long before closing day.

Buying a home is about having a strong foundation, both literally and financially. Whether you're purchasing your first home or planning your next move, the steps you take today can help position you for long-term financial stability.

For many, planning extends beyond just the next goal; it’s about the next generation.529 plans can support future educat...
05/29/2026

For many, planning extends beyond just the next goal; it’s about the next generation.

529 plans can support future education for your loved ones while keeping your long-term wealth planning on track. A thoughtful approach this 529 College Planning Day can create more flexibility for what comes next. https://www.kiplinger.com/personal-finance/college/best-529-plans

There’s a lot that goes into building an enduring business, and it’s always better when you’re doing it with a strong te...
05/26/2026

There’s a lot that goes into building an enduring business, and it’s always better when you’re doing it with a strong team around you. We are grateful for the hard-working team that helped us qualify to attend Cetera’s Circle of Excellence trip in Hawaii this month. It was a time of learning, exploration, and celebration!

Don’t wait until the last minute: the FAFSA deadline is coming up fast, and submitting early can help maximize your chan...
05/12/2026

Don’t wait until the last minute: the FAFSA deadline is coming up fast, and submitting early can help maximize your chances of securing the most financial aid possible. Make sure to get your application in by June 30 and set yourself up for success this school year.

Address

591 W Hamilton Avenue, Ste 201
Campbell, CA
95008

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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