CA · Santa Clara

Fiduciary advisors in Santa Clara, CA

1 advisor with offices in Santa Clara. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Santa Clara

Altura Wealth Advisors

Santa Clara, California

Altura Wealth Advisors is a Santa Clara-based financial planning firm offering retirement planning, investment management, and estate planning services. The firm is led by President James Rukstalis (CFP®, ChFC, CLU) and Senior Advisor Peter Bradshaw (CFP®), both licensed investment advisors and insurance professionals. The firm follows a three-phase approach—reviewing client circumstances, organizing a strategic plan, and developing a comprehensive financial report—and operates on a complimentary initial consultation model. Services include retirement income strategies, portfolio management, tax-efficient estate transfer planning, and specialized planning for government employees and federal retirement systems.

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Financial advisors in Santa Clara, California

Advisors serving Santa Clara specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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