Wealth Advisors San Jose, CA | The Retirement Planning Group

Wealth Advisors San Jose, CA

We are an independent advisory firm dedicated to providing unbiased, client-centered advice.

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Start by working with a Trusted Wealth Management Advisor serving San Jose

Our team of independent wealth advisors serving San Jose, CA have the knowledge and experience to help you achieve your personal financial goals. Each of our customers has specific and very different financial goals. You will work with a dedicated wealth manager who will understand your personal situation and your unique goals. Our wealth managers take a holistic approach to your financial future. They consider investment management and financial planning, as well as accounting and tax services, retirement planning, estate planning and more. We protect your money and make sure it is working as hard for you as possible.

We provide Wealth Management Advice for San Jose, and we have been providing service for clients throughout Anaheim, Bakersfield, Central Contra Costa, East San Gabriel Valley, Fresno, Huntington Beach, Irvine, Long Beach, Los Angeles, North Coast, Oakland, Redding, Riverside, Sacramento, San Diego, San Franciso, San Jose, Santa Ana, Southwest San Gabriel Valley, Upper San Gabriel Valley for over fifteen years. You can depend on us to make the most of your money, protect it, and increase it to provide you with the security you desire in your retirement years.

Wealth Managers servicing San Jose Specialize in:

  • Focusing on retirement income, trust planning, estate planning, tax planning, and insurance planning, for San Jose residents.
  • Active portfolios, mutual funds, IRAs, 401ks and more.
  • ESOP, death of spouse and divorce
  • Come tax season, these advisors are your best friend, navigating the tax code with ease in San Jose.
  • Your long-term partner, helping you through every stage of your
    finances from the moment you meet all the way through your retirement.

From financial planning to family legacy planning, retirement planning to risk management, tax strategies to trust services, our wealth managers will provide years of financial experience to help you make the best decisions and give you peace of mind.

You can speak with a wealth management advisor today by calling 888-988-6621 to get connected with an expert serving San Jose.
5-Star Paladin Registry Financial Advisor

We’ve partnered with Dave Ramsey Inc. helping San Jose with Wealth Management

Dave Ramsey headshot
The Retirement Planning Group is an Wealth Management firm that has been screened and vetted by Dave Ramsey, Inc, to become a SmartVestor Pro advisory partner. We can service clients in San Jose with Wealth Management, with no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!

Our Values. Your Benefits.

  • We are an independent advisory firm equipped to provide unbiased, client-centered Wealth Management servicing San Jose, CA. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the Wealth Management process, you will remain confident in the strategy your financial advisor sets forth. We will work closely with you as a team to ensure you are achieving your goals.
  • We are fiduciary Wealth Advisors for you. Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden Wealth Management fees. Furthermore, our advisors receive no back-door payments.
  • We have low fees. Our average internal portfolio cost is .19% while the national average is .71%*

*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.

Our Wealth Management services include not only a comprehensive financial plan but also a focus on building wealth through investments. Our low-cost investment strategies can help San Jose clients build a comfortable net-worth over time. We also take care to ensure that any fortune you do build is protected with the right strategies.

In San Jose, CA today, too many people build investment strategies based off of emotion and the ups and downs of the market roller coaster. Instead, we base our investment strategies on reason, prudence, and intention. We believe in due diligence when it comes to investments. We do not give investment advice based on the panic of the markets and media. We instead give Wealth Management based on history and smart choices, rebalancing if necessary.

San Jose Wealth Advisors from The Retirement Planning Group can help you reach the end goal of a comfortable and profitable retirement.