Partners in Your Financial Journey® Wealth Managers based in San Jose, California. We help our clients make smart decisions and align their money with their goals so they can enjoy the journey. Who We Are: - 3 Wealth Managers with 5 Support Staff - Fiduciaries - Utilizing Industry Leading Technology - Based in Silicon Valley What We Do: - Deliver Advanced Planning - Actively Manage Portfolios - Strategically Mitigate Taxes - Preserve Wealth and Care for Heirs - Maximize Charitable Impact Who We Serve: - Investors with Company Stock - Professional Women - People Planning for Retirement
View Top Employees from Financial Journey Partners| Website | https://www.financialjourney.com |
| Revenue | $200000 |
| Employees | 10 (10 on RocketReach) |
| Founded | 1986 |
| Address | 101 Metro Drive Suite 264, San Jose, California 95110, US |
| Phone | (408) 963-2858 |
| Fax | (408) 559-5039 |
| Technologies |
JavaScript,
HTML,
PHP
+28 more
(view full list)
|
| Industry | Investment Management, Finance General, Finance |
| Competitors | Copper Canyon Wealth Management, Prism Financial Group, L.L.C., United Wealth Management, LLC - Baton Rouge, Vertex Capital Advisors, LLC |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Financial Journey Partners employee's phone or email?
Financial Journey Partners Questions
The Financial Journey Partners annual revenue was $200000 in 2024.
Elaine Manley is the Founder and Wealth Manager of Financial Journey Partners.
10 people are employed at Financial Journey Partners.
Financial Journey Partners is based in San Jose, California.
The NAICS codes for Financial Journey Partners are [52, 523, 52393, 5239].
The SIC codes for Financial Journey Partners are [628, 62].
Top Financial Journey Partners Employees
-
View
Elaine Manley
Founder and Wealth Manager at Financial Journey Partners
California, United States35+ -
View
Scott Manley
Wealth Manager, Chief Investment Officer, CMFC® at Financial Journey Partners
California, United States43 -
12
-
21
-
ViewJennifer Michaelsen
Financial Planning Analyst at Financial Journey Partners
San Jose, California, United States11 -
View
Arielle Rowe
Marketing Events Manager and Client Care Specialist at Financial Journey Partners
California, United States43 -
ViewJennifer Michaelsen
Financial Planning Analyst at Financial Journey Partners
San Jose, California, United States12
Related Companies
