Broker Check

Financial Advisor San Jose

Financial Advisor
San Jose, California

What sets us apart is our belief that individuals in all stages of life should have access to professional financial help. We back this up by requiring no minimums to work with us. Additionally, we charge flat fees. You shouldn’t be punished for success. As one of San Jose’s top financial firms, we only offer personalized plans because your financial plan should be one of a kind - like you.

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San Jose is the third-largest city in California and the urban hub of Silicon Valley. It’s known for its favorable weather which allows attractions like the Municipal Rose Garden to bud multiple times throughout the year. San Jose’s agricultural roots can be seen in historic San Pedro Square, and not far away the city’s modernization can be seen in places like The Tech Interactive Science Center.

If you’re in downtown San Jose don’t make sure to visit the San Jose Museum of Art and swing by the Plaza de Cesar Chavez. If you’re an NHL hockey fan, watching a San Jose Sharks game at the SAP Center is a must.

San Jose’s Municipal Rose Garden has become one of the most visited attractions in the city. The five-acre park features rows and rows of roses with peak blooming throughout the month of May. The garden is open seven days per week and has free admission. The redwood trees that surround the park have earned the garden a top mention for one of the best places to get married in San Jose.

The top spot to visit downtown remains Plaza de Cesar Chavez. The Tech Interactive Science Center is probably the most visited downtown museum. It provides interactive exhibits and state-of-the-art galleries with a focus on technology. The Tech Institute also offers a variety of education programs for adults and children.

For those that want to get out into nature on two wheels, the Los Gatos Creek Trail is a regional trail that stretches from San Jose to Los Gatos. The trail is a popular destination for bicyclists, joggers, walkers, and anyone looking to enjoy a creekside view. The 10-mile trail is not far from the Guadalupe River Park in Downtown San Jose.

Financial Advisor San Jose

Looking for the Best Financial Advisor in San Jose, California?

Financial Advisor

When you work with a financial advisor in San Jose, you’re choosing to make the most informed decisions for your future financial health. If you’re a professional, you’re busy, and can’t become an expert in all the important areas of life. It’s okay to depend on expert guidance, we do it for our health, our vehicles, and many other things we depend on. The most successful individuals do the same thing for their financial health. Put yourself in the best position for short and long-term financial success by partnering with an experienced financial advisor.

Financial Planning

Are you confident the way you’re managing your finances will get you to a comfortable retirement safely? A financial plan is like a detailed map that shows you your destination and all of the possible routes to get there. Without clarity as to where you are now, where you want to be, and how to get there, it’s certain your journey will not go smoothly. Your financial plan will change with you as your goals and preferences change, but always be the foundation to guide you in a realistic way so you’re not left with unwanted surprises late in life.

Wealth Management

Your financial plan will be comprehensive and include all areas that affect your financial health like taxes, investments, estate planning, accounting, and retirement. Creating and designing a plan is the first step, but actively managing it is the only way to make it work for you. Wealth management is a proactive approach and strategy that is designed to ensure you’re maximizing the full potential of every dollar you earn.

Estate Planning

Do you want to have the final say over how your property and assets are handled after you pass? If you said yes, then you need to have an estate plan in place. Estate planning is for anyone who owns anything and has ever held a job. This means all working-age adults would be wise to have an estate plan in place. It ensures you have the final say over who inherits your assets and possessions, protects loved ones, and minimizes family conflict.

Financial Planning For Tech Employees

Are you aware of how a Mega Backdoor Roth can help you maximize your retirement savings? Open Advisors has a special relationship with our San Jose tech industry clients. We understand the uniqueness of your industry and how to maximize the benefits many tech companies provide for their employees.

Business Succession Planning

The long term success of any business or organization is only as good as the next in line for leadership positions. Having a business succession plan in place is like having a disaster plan in place. An unexpected passing or departure of leadership can cause paralysis in a company, cause internal conflict, and even lead to failure. Make sure your company is protected, and key people held accountable with a business succession plan.

Open Advisors,
Silicon Valley

2105 S. Bascom Avenue, Suite 300
Campbell, CA 95008
Phone: 408-879-4224
Mon-Fri: By Appointment

Helpful Financial Resources in San Jose, California

The Silicon Valley Chamber of Commerce

3350 Scott Blvd. Building 54
Santa Clara, CA 95054

The SV Central Chamber advocates, educates, and connects for the growth and sustainability of Silicon Valley businesses and members.

The City of San Jose

200 E. Santa Clara St.
San Jose, CA 95113
Phone: 800-735-2922

This website page is the home to the city of San Jose.
Find resources for activities, building codes, starting a business, and more.

SBDC Silicon Valley

1887 Monterey Rd. Suite 215
San Jose, CA 95112

The Silicon Valley Small Business Development Center is a nonprofit organization that provides expert advice, affordable workshops, and small business training to help small businesses succeed.

Looking for a Financial Advisor
in San Jose?

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Frequently Asked Questions

What sets us apart is our belief that individuals in all stages of life should have access to professional financial help. We back this up by requiring no minimums to work with us. Additionally, we charge flat fees. You shouldn’t be punished for success. As one of San Jose’s top financial firms, we only offer personalized plans because your financial plan should be one of a kind - like you.

If you’ve been wondering about how to find the right San Jose financial advisor, you probably still have some questions. Open Advisors has put together this article to answer the top questions new clients ask us. We hope this helps. Please reach out with more questions after reading this. This is only the first step to financial security.

What Does a Financial Advisor Do?

You might already know that financial advisors help people manage money and their investments. But how do they decide on the best way to manage? There are a lot of variables that go into the decisions financial advisors make. The main thing to keep in mind is that a financial advisor does a lot more than just suggest investments. A good financial advisor builds a comprehensive financial plan to help you achieve your short and long-term goals.

A complete financial plan looks at strategies for investing, saving, budgeting, insurance, and taxes. The plan is designed to be flexible and change as your life changes.

How Do You Create a Financial Plan?

When you work with a financial advisor the first thing they’ll do is have you fill out a financial questionnaire. The purpose is to get a big picture shot of your assets, liabilities, income, and expenses. They’ll also ask you about pensions and retirement expectations.

The information from the questionnaire is used to design an outline for your financial plan. The plan will ultimately serve as a roadmap to achieving your future goals. Your advisor will create simulations of best and worst-case scenarios to test the strength of the plan. The plan’s purpose is to prepare you for all possible financial situations while giving you a firm direction to aim. What happens if you outlive your money? A good plan will address a situation like this so you’re prepared.

After you fine-tune the plan with your advisor, the plan is ready to start working for you.

Who Should Use a Financial Advisor?

Anyone, at any stage in life, will benefit from working with a financial advisor. Financial advisors are not only for the wealthy. Anyone who has a job and would one day like to retire comfortably and not worry should work with a financial advisor.

Here are three good reasons to hire a financial advisor:

  1. You enjoy managing your money, but understand the value in using a professional and unemotional third-party expert opinion.
  2. You’re just not that interested in learning about financial planning. You’d rather hire a professional and spend your extra time doing things you enjoy.
  3. You don’t feel 100% confident planning for your financial roadmap and want a professional to guide you to ensure it’s solid.

How Much Will I Spend on a Financial Advisor in San Jose?

How much your San Jose financial advisor charges depends on their fee structure. At Open Advisors, we charge a flat fee depending on the level of service you would like. Other firms charge a percentage of your account balance. The downside to that is the more wealth you accumulate, the higher the fees they collect from you.

Are Financial Advisors Worth it?

Are you wondering if a financial advisor is worth the cost? You can certainly manage your finances, but at what cost? Like many things, the answer is “it depends.” If you’re saying to yourself “I need a financial advisor,” then getting a free consultation is definitely worth your time. During your consultation, you can ask all the questions you want, and get a real sense of working with a financial advisor will work for you.

What type of Financial Advisor Do I need?

Working with either a certified financial planner (CFP) or a chartered financial consultant (ChFC) is a good choice. During your free consultation, the financial advisor will be able to evaluate where you’re at and what steps you need to take to get on track to meeting your long term goals. If you’re not sure what your goals should be, they can help with that too.

Ready to Meet with a San Jose Financial Advisor?

Are you ready to start designing a financial roadmap that will get you to your financial goals? Open Advisors would love to help. We work with you every step of the way no matter where you are in life. You’ll get a financial plan custom-tailored for you and your goals. Your plan is a living plan that will change as your life changes. And your financial advisor will be there to help you navigate those changes as they arise.

It’s never too early, or late, to get organized and on the path to security.

Financial Advisor San Jose

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