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

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.

Beneficiaries are one of those things that are easy to set and forget. They direct how your assets are passed on, yet th...
05/11/2026

Beneficiaries are one of those things that are easy to set and forget. They direct how your assets are passed on, yet they’re often outdated or set up incorrectly.

A quick review now can help avoid unnecessary issues later. Here are a few mistakes we commonly see.

Short-term news cycles often emphasize daily market movements, which might not always reflect long-term trends. While he...
04/29/2026

Short-term news cycles often emphasize daily market movements, which might not always reflect long-term trends. While headlines can create a sense of urgency, they don’t provide the full context needed to make sound financial decisions.

Maintaining a focus on long-term priorities can provide perspective and consistency throughout changing market environments.

04/27/2026

With Chair Powell's term expiring mid-May, incoming Fed Chair Kevin Warsh is signaling key changes — less communication, a new inflation metric, and a preference for rate adjustments over balance sheet moves. A dovish shift may be on the horizon. Gene Goldman, CFA discusses this and more in https://cetera.com/research-and-insights

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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