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18 Financial Advisors in SANTA CLARA, CA

Registered investment advisors · SEC/FINRA data
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James Robert Rukstalis
ESG PLANNING·SANTA CLARA, CA
Financial Planning · Investment Management
Regina Carbajal Legates
FIGTREE FINANCIAL ADVISORS, LLC·SANTA CLARA, CA
Financial Planning · Investment Management
Kelly Susan O'donnell
FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Lawrence Michael Raffone
FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Craig Lee Alexander
FOOTHILL SECURITIES, INC.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Robert Lavigne
FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Stephen Henry Chipman
FOOTHILL SECURITIES, INC.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Thomas Alesbury Kimberly
FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
David A Rosenzweig
FOOTHILL SECURITIES, INC.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Karyn Marie White
FOOTHILL SECURITIES, INC.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Peter Edward Grassi
GRASSI INVESTMENT MANAGEMENT, LLC·SANTA CLARA, CA
Investment Management · Wealth Management
Suzanne Martine Van Staveren
FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
John Cordell Burroughs
FOOTHILL SECURITIES, INC.·SANTA CLARA, CA
CFP
Financial Planning · Investment Management · Wealth Management
Laddi Singh Jhuty
NRI WEALTH MANAGEMENT, LLC·SANTA CLARA, CA
CFP
Financial Planning · Investment Management
Peter Ted Grassi
GRASSI INVESTMENT MANAGEMENT, LLC·SANTA CLARA, CA
Investment Management · Wealth Management
Bei Nmn Zhang
NEWE WEALTH MANAGEMENT LLC·SANTA CLARA, CA
Investment Management
Christopher Leigh Jones
FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, CA
Financial Planning · Investment Management · Wealth Management
Dick Eugene Blakeley
THE BLAKELEY GROUP, INC.·SANTA CLARA, CA
Investment Management · Fee-Only Advisory
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