5446 Thornwood Dr
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.
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.
Your retirement is my business.
Whatever your ideal retirement looks like, I can help you prepare.
18 Years Worth of Days
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.
LPL Financial Advisor
5446 Thornwood Dr#101San Jose, CA 95123