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Campbell, CA

2105 S. Bascom Ave.
Suite 255
Campbell, CA
Hours: 8am-5pm M-Th; 8am-3pm Fri

Nearby Meeting Locations:  While our office is located in Campbell, we have convenient meeting locations throughout the region, including in: San Jose and Los Gatos. 

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

About Our Campbell Location

With three offices in the San Jose region (Los Gatos, San Jose, and Campbell), our experienced team in the Campbell office serves the entire South Bay community, including all of Santa Clara, San Mateo, and Santa Cruz counties. We’re deeply committed to providing clients with straightforward, fiduciary investment management and retirement planning guidance that helps people retire better.

Want to learn more about Allworth? Listen to Money Matters, our weekly, call-in, talk radio program that is available via podcast on iTunes and Google Play. Hosted by Allworth founders Scott Hanson and Pat McClain, and one of the longest-running financial topic radio shows in America, Money Matters is an entertaining and informative resource for answers to questions related to pensions, investing, retirement planning, estate planning, wills, trusts, and more.

Conveniently located just north of the 85 and 17 interchange at 2105 South Bascom Avenue, Suite #255, Allworth’s team in the Campbell office provides guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

David L. Johanson of Allworth Financial
David Johanson
CFP®, CIMA®, CPWA®, EA®

Other Nearby Office Locations

644 North Santa Cruz Ave
Suite 4
Los Gatos, CA 95030
408-354-5554
1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
(925) 472-0874

Latest Insights

Self-employed? Here are 3 ways to save

If you’re self-employed, it’s all too easy to think, “My business is my retirement plan.” But Allworth Co-CEO Pat McClain wants you to recognize that your business should be just one part of the puzzle. He outlines three ways to save for the future while being your own boss.

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Our thoughts on the debt ceiling

Allworth Chief Investment Officer Andy Stout outlines the latest on the debt ceiling negotiations, and explains how we're protecting your money.

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May 2023 Market Update

When it comes to investing and saving for the future, risk and volatility come with the territory. But bank failures can feel different – which is why Allworth Chief Investment Officer Andy Stout decided to address them in this month’s market update. He breaks down what’s triggered the recent regional crisis, and the fallout that could still lie ahead.

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