Find financial advisors in San Jose

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

Simple, Powerful, Secure: Software and services that evens the playing field for firms and advisors to compete at any level. Our Total Practice Management is more than a financial CRM but supplies end-to-end solutions and tools to grow your practice. Independent Financial Firms cannot survive, compete, and grow without the right technology and tools

These are some of the most difficult and intimidating decisions of your life-especially if you're making them alone and only partially informed. The good news is you don't have to do it that way. We'd like to extend you an invitation to talk about your possibilities, answer your questions, address your issues, and perhaps alleviate those concerns that