Best Financial Planners in San Jose, California
Claimed listings first, then by BizScore. How we score
Top Financial Planners in San Jose
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Showing 1-24 of 24 Financial Planners listings in San Jose, CA · page 1 of 1
Score breakdown
- Financial Planner
- San Jose, California
- (408) 947-7321
- marinerfinance.com
Score breakdown
- Financial Planner
- San Jose, California
- (408) 357-7762
- transitionswealthadvisors.com
Transitions Wealth Advisors is a financial planner in San Jose, CA. The firm specializes in guiding clients through major life transitions, such as retiring, selling a business, planning an estate, or funding college. They serve clients by helping them align...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 963-2289
- ameripriseadvisors.com
Chi Kim, a Private Wealth Advisor at Ameriprise Financial Services, offers personalized financial advice to help clients achieve their financial goals. With expertise in asset management and estate planning, Chi provides comprehensive services tailored to...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 297-9800
- wealthcreator.com
Heckman Financial & Insurance Services Inc-HFIS is a financial planner in San Jose, CA. The firm helps individuals and families achieve their ideal retirements by assessing financial situations and making recommendations in their best interest. Services...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 292-2442
- rbcroyalbank.com
RBC Wealth Management Branch - San Jose is a financial planner in San Jose, California, serving individuals and families with personalized financial guidance and planning services. The branch offers support in areas such as investment management, retirement...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 963-2265
- ameripriseadvisors.com
Dan Chang - Private Wealth Advisor at Ameriprise Financial Services, LLC is a financial planner in San Jose, CA. Dan specializes in providing personalized financial advice to help clients achieve their goals and offers comprehensive services including...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 354-6678
- usbank.com
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- Financial Planner
- San Jose, California
- (408) 984-8777
- beaconpointe.com
Beacon Pointe Advisors of San Jose is a financial planner in San Jose, California, offering comprehensive wealth management, estate planning, retirement planning, investment management, healthcare planning, and family office services. The firm serves...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 286-1888
- thrivemywealth.com
Thrive Wealth Solutions LLC is a financial planner in San Jose, California, serving individuals and businesses with personalized financial strategies. The firm offers services including life insurance planning, disability planning, long-term care planning...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 963-2858
- financialjourney.com
Financial Journey Partners is a financial planner in San Jose, California, serving individuals with company stock, professional women, and those approaching or in retirement. The firm provides comprehensive financial planning, retirement planning, tax and...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 283-3000
- advisor.ml.com
Merrill Lynch Wealth Management of San Jose: Merrill Lynch Wealth Management is a financial planner in San Jose, CA. They offer comprehensive wealth management services including retirement income planning, guidance on concentrated stock positions, traditional investments, and access to Bank of...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 645-2500
- sequoiawa.com
Sequoia Wealth Advisors and Invesment Management, Inc.: Sequoia Wealth Advisors and Investment Management, Inc. is a financial planner in San Jose, California, serving individuals and families with personalized financial planning, retirement planning, investment management, tax planning, education and family...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 645-2500
- toyota.com
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- Financial Planner
- San Jose, California
- (408) 520-1518
- wealthcairn.com
Wealth Cairn, LLC - An Investor Coaching Company is a financial planner in San Jose, CA. The firm provides investor coaching and financial planning services to help clients make thoughtful, well-informed choices across investing, taxes, and long-term...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 292-2442
- rbcwealthmanagement.com
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- Financial Planner
- San Jose, California
- (408) 947-2200
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of San Jose: Morgan Stanley San Jose Market Office offers a full suite of financial services to help individuals, families, and institutions achieve their unique goals through comprehensive planning and investment solutions.
Score breakdown
- Financial Planner
- San Jose, California
- (408) 236-7630
- globalwealthpartnersinc.com
Global Wealth Partners, Inc. is a financial planner in San Jose, CA. They offer comprehensive services including wealth management, financial planning, asset management, retirement planning, fixed income strategies, estate planning, and risk management...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 688-0888
- siliconvalleywealthadvisors.com
Silicon Valley Wealth Advisors, LLC is a financial planner in San Jose, CA. The firm provides a comprehensive range of services, including wealth management, financial planning, investment management, tax planning, estate planning, and insurance services...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 855-8888
- investyfs.com
Investy Financial Services is a financial planner in San Jose, CA. The firm provides a variety of products and services to help clients reach their goals, including 401k, IRA, SEP IRA investment, Medicare, insurance, and tax services. Their offerings include...
Score breakdown
- Financial Planner
- San Jose, California
- (877) 973-3287
- financialrescue.net
Financial Rescue LLC: financialrescue.net is your first and best source for information about financial recovery. Here you will also find topics relating to issues of general interest. We hope you find what you are looking for!
Score breakdown
- Financial Planner
- San Jose, California
- (408) 286-4010
- massmutual.com
Score breakdown
- Financial Planner
- San Jose, California
- parts.pioneerelectronics.com
Pioneer Financial Center is a financial planner in San Jose, CA. The business maintains a 5.00 rating. The business provides access to a vast inventory of electronics components, including over 280,000 Pioneer parts, remotes, and accessories. Customers can...
Score breakdown
- Financial Planner
- San Jose, California
- (877) 930-4015
- correctcap.com
Correct Capital Wealth Management of San Jose: Correct Capital Wealth Management is a Financial planner in San Jose, CA. They specialize in bespoke, client-centered strategies for retirement planning and financial security tailored for businesses and individuals. Their services include portfolio...
Score breakdown
- Financial Planner
- San Jose, California
- (408) 873-2585
- onlineaccess.edwardjones.com
What the Data Shows for Financial Planners in San Jose
29% of the 24 financial planners we measured in San Jose reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 41, compared with an average SEO score of 68.
The average Google rating across 22 rated financial planners is 4.8, and the median listing has 2 reviews.
None of the 24 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 24 financial planners in San Jose, California by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in San Jose ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in San Jose, California does BizScoreAI track?
24 financial planners in San Jose currently meet the profile-quality bar for this page, with an average BizScore of 56 and a top score of 71.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 29% of measured financial planners in San Jose score 50 or higher.
Is being listed free?
Yes. Every financial planner in San Jose is listed and scored for free, and claiming a listing is free too.
