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    Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

    Campbell, CA

    2105 S. Bascom Ave.
    Suite 255
    Campbell, CA 95008
    Hours: 8am-5pm, M-F
    TALK WITH AN ADVISOR
    GET DIRECTIONS

    97% of Clients Stay With Us2

    25,000+ Clients

    Best Financial Advisory Firms

    USA Today8

    14th Ranked RIA

    Barron's1

    30 Years in Business

    $22.5 billion AUM4

    Best in Class Ethics

    NBRI9

    About Our Campbell Location

    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!

    Meet Our Financial Advisory Team

    Jerry He
    Jerry He
    CFP®
    Lynda Tu
    Lynda Tu
    Scott Ponder
    Scott Ponder
    CFP®
    Scott Yang
    Scott Yang
    CFP®
    Tracy Lasecke
    Tracy Lasecke
    CFP®
    Michael Demko
    Michael Demko
    David Johanson
    David Johanson
    CFP®, CIMA®, CPWA®, EA®
    Allegra Swan
    Allegra Swan
    CFP®

    Latest Insights

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      Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

      Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

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      1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

       2 Retention Rate Source: Allworth Internal Data, FY 2022

      3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

      4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

      5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

      6  2021 Value of an Advisor Study / Russel Investments

      7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

      8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

      9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

      ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

      ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

      †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

      Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.