Find a Financial Advisor in Campbell, CA

 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Campbell Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Campbell Financial Advisory Team

 

For more than 25 years, our team of fiduciary financial advisors in Campbell, California, has been dedicated to understanding the diverse financial needs of individuals and families in the South Bay community and greater San Jose. Whether you’re looking to optimize your investment portfolio, plan for retirement, or develop money-saving tax planning strategies, the Campbell team is ready to offer our extensive experience and dedicated support.

Visit us on Bascom Avenue (just off Highway 17) to experience the expertise and personalized service that our Campbell financial planners have to offer. We look forward to meeting you!

Allegra Swan
Allegra Swan Financial Advisor CFP®
Campbell, CA Read bio
David Johanson
David Johanson Partner Advisor CFP®, CIMA®, CPWA®, EA®
Campbell, CA Read bio
Jerry He
Jerry He Financial Advisor CFP®
Campbell, CA Read bio
Lynda Tu
Lynda Tu Financial Advisor
Campbell, CA Read bio
Michael Demko
Michael Demko Financial Advisor
Campbell, CA Read bio
Scott Ponder
Scott Ponder Financial Advisor CFP®
Campbell, CA Read bio
Scott Yang
Scott Yang Financial Advisor CFP®
Campbell, CA Read bio
Tracy Lasecke
Tracy Lasecke Partner Advisor CFP®
Campbell, CA Read bio
Campbell

 

2105 S. Bascom Ave.
Suite 255
Campbell, CA 95008

Hours:
8am-5pm, M-F

(408) 404-0009

 

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