Bay Area Financial Wellness

Pasadena, California

Marquez Private Wealth Management of Raymond James is an investment advisory firm in Pasadena, California. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance.

San Diego, California

ATS Wealth Management is an investment advisory firm in San Diego, California. Services include Estate Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 9 Google reviews.

Walnut Creek, California

Dennis Goins & Associates, based in Walnut Creek, California, provides investment planning, retirement planning, and estate conservation services through Cambridge Investment Research, Inc. Founder Dennis Goins holds an MBA from Tennessee State University, a B.S.B.A. from University of Tennessee–Knoxville, and the ChFC® and RICP® designations from The American College. The firm was established in 1992 and works with investors across different backgrounds and life stages, from first-time investors to those approaching or in retirement, developing strategies tailored to individual circumstances and risk tolerance.

San Jose, California

Insurance-Based

Qi Zhang, Financial Services Professional - New York Life is an insurance-based firm in San Jose, California. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.