C-J Advisory, Inc, is an independent financial services firm that, since 1980, has offered consultation and advice on all components of financial planning. We believe that an integrated (holistic) approach is the best way to assist our clients in realizing their financial and lifestyle goals (i.e., investments relate to cash flow, which relates to income taxes, and estate taxes, and insurance coverages, and home mortgage financing, and charitable gifting, and wealth creation, and career transitions, and retirement choices).
View Top Employees from C-J Advisory, Inc| Website | https://www.cjadvisory.com |
| Revenue | $4 million |
| Employees | 4 (4 on RocketReach) |
| Founded | 1996 |
| Address | 2060 the Alameda, San Jose, California 95126, US |
| Phone | (408) 345-2890 |
| Fax | (408) 345-2896 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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C-J Advisory, Inc Questions
The C-J Advisory, Inc annual revenue was $4 million in 2024.
Claudia Zimmermann is the Chief Executive Officer, Founder of C-J Advisory, Inc.
4 people are employed at C-J Advisory, Inc.
C-J Advisory, Inc is based in San Jose, California.
The NAICS codes for C-J Advisory, Inc are [5239, 523, 52393, 52].
The SIC codes for C-J Advisory, Inc are [62, 628].
Top C-J Advisory, Inc Employees
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ViewClaudia Zimmermann
Chief Executive Officer, Founder at C-J Advisory, Inc
Zurich, Zurich, Switzerland2 -
22
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