Financial Journey Partners

Financial Journey Partners We help our clients make smart decisions and align their money with their goals so they can enjoy the journey

Who We Are:
- 3 Wealth Managers with 5 Support Staff
- Fiduciaries
- Utilizing Industry Leading Technology
- Based in Silicon Valley

What We Do:
- Deliver Advanced Planning
- Actively Manage Portfolios
- Strategically Mitigate Taxes
- Preserve Wealth and Care for Heirs
- Maximize Charitable Impact

Our Clients:
- Investors with Company Stock
- Professional Women
- Investors Over 55

Partners in Y

our Financial Journey® Wealth Managers in San Jose, California. We actively manage investments for professionals and people who are financially independent. We help our clients make smart decisions through financial planning so they can enjoy the journey.

Address

101 Metro Drive, Suite 264
San Jose, CA
95110

Opening Hours

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

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