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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.

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.

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

Meet Your Campbell Financial Advisory Team

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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!

Jerry He
Financial Advisor
Lynda Tu
Financial Advisor
Scott Ponder
Financial Advisor
Scott Yang
Financial Advisor
Tracy Lasecke
Partner Advisor
Michael Demko
Financial Advisor
David Johanson
Partner Advisor
Allegra Swan
Financial Advisor

Location and Contact Details

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Address

2105 S. Bascom Ave.
Suite 255
Campbell, CA
Hours: 8am-5pm, M-F

Services

Our Campbell Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/26/2024

5 Common Retirement Plan Errors and Tips to Fix

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11/22/2024

Estate Planning Strategies to Protect Your Family’s Future

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

11/22/2024

How to Achieve a Fulfilling Retirement

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

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