When you work with C-J Advisory, you are partnering with a team of experienced professionals who share a single mission: to help you reach further, dream bigger, and achieve beyond what you thought was possible. As an independent Registered Investment Advisor and fiduciary firm, we unconditionally act in your best interest.
We are commission-free and have no hidden fees. Our advice is delivered in clear and simple terms for you to make decisions with confidence. Our advisor's credentials include: Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and National Social Security Advisor (NSSA) certificate.
We are commission-free and have no hidden fees. Our advice is delivered in clear and simple terms for you to make decisions with confidence. Our advisor's credentials include: Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and National Social Security Advisor (NSSA) certificate.
Services
Since 1980, C-J Advisory has been offering consultation and advice on all components of financial planning. As an independent financial services firm, we are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. We believe that a holistic approach is the best way to assist our clients in realizing their financial and lifestyle goals.
After earning his Bachelor's degree in Finance from Michigan State University, Kyle has spent the following 10 years helping clients achieve their financial and personal goals. He joined the C-J Advisory Team in November of 2016 bringing his extensive knowledge about ESPP and RSU to the heart of Silicon Valley where can offer his expertise to the tech community.
Our philosophy is to solve problems holistically and remove obstacles while honoring the unique situation of each client. We do this by providing neutral, objective guidance and education for all types of financial decisions, as well as finding the most cost-effective way to implement those decisions.
When the FOODBasket food-sorting project needed help providing nutritious food for those in need, a few of our staff stepped up to the challenge. They joined forces with other volunteers to sort donated fresh fruits and vegetables to distribute to homebound seniors, people with disabilities, people living with HIV/AIDS, and families with children under the age of 5 in the Silicon Valley.
We help our clients become aware of expenditures compared to after-tax income. This step is critical to understanding all other components of our client's financial life goals. Some clients have concerns about long-term care; others are worried about a surprise medical expense for their parents, their children, or themselves.
Reviews (1)
Torchy H.
Jan 10, 2014
Report
If there were 11 stars I would give them to Veda Cassells Jones (the owner of C-J Advisory. She has handled my money since 1980 when I was "investing" $25 a month.
Remember the big financial meltdown when people lost huge amounts of money? I lost 15% due to Veda's diligence and care. She is brillliant, caring, compassionate, and thoroughly gets money in all its disguises.
.
If you want to give your money handling over to somebody who will take charge and relieve you of worry, Call her. Seriously. My daughter uses her after a very bad experience with a smooth talking bank person
Remember the big financial meltdown when people lost huge amounts of money? I lost 15% due to Veda's diligence and care. She is brillliant, caring, compassionate, and thoroughly gets money in all its disguises.
.
If you want to give your money handling over to somebody who will take charge and relieve you of worry, Call her. Seriously. My daughter uses her after a very bad experience with a smooth talking bank person
