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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. 

9th in AUM Growth

RIA Channel8

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$14 Billion

Assets Under Management4

29 Years in Business

17,000+ Clients

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
CFP®, CIMA®, CPWA®, EA®

Other Nearby Office Locations

1550 The Alameda
Suite 125
San Jose, CA 95126
644 North Santa Cruz Ave
Suite 4
Los Gatos, CA 95030