Financial Planning Advisor Retirement San Jose, Los Gatos ADU Layoff

How We Work

As a LPL financial advisor, our first priority is helping you take care of yourself and your family. We ask allot of question: What keeps you up at night? Are you ready for retirement? What type investment strategy do you have for your 401K?

We specialize in people who are getting ready to retire.

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Schedule a meeting with a LPL Financial Advisor

Questions about your finances? Want to ask a LPL financial advisor?

Schedule a time to talk and we can tackle all your concerns. Want to start on your investment plan?

Complementary initial consultation for the curious.

Let's Talk

Your retirement is my business.

Whatever your ideal retirement looks like, I can help you prepare.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Want to build a financial plan that includes an ADU (Additional Dwelling Unit)?

We specialize in talking about adding a ADU to your property. San Jose and many other cities are friendly to them. As a LPL financial advisor we can discuss if it makes sense for you to pursue.

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