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Find a Financial Advisor in Los Gatos, 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 Los Gatos Financial Advisory Team

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Say hi to Chris! For more than 30 years, this fiduciary financial advisor in Los Gatos has been devoted to helping individuals and families in the South San Francisco Bay area and greater San Jose navigate the complexities of financial planning with confidence. He and his Allworth team deeply understand the region’s dynamic financial landscape, allowing them to craft strategies that align with – and adapt to – your everchanging needs and goals.

This office is conveniently located just off the 17 highway, so stop by and meet our team of Los Gatos financial planners. You’ll experience firsthand what sets Allworth apart from the rest.

Chris Giordano
Partner Advisor

Location and Contact Details

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Address

644 North Santa Cruz Ave
Suite 4
Los Gatos, CA
Hours: 8:30am - 5pm, M-F

Services

Our Los Gatos 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

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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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