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C-J Advisory, Inc.
2060 The Alameda
San Jose, CA 95126

Call Us Ph: (408) 345-2890
Fax: (408) 345-2896
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STAFF | Contact Information

Veda Cassells-Jones
Certified Financial Planner®
President and CEO
Ph: (408) 345-2890, Ext. 123
emailveda@cjadvisory.com

Gloria Lee
Executive Assistant and Client Services Manager
Ph: (408) 345-2890, Ext. 127
emailgloria@cjadvisory.com

 
Megan Murphree
Registered Paraplanner
Ph: (408) 345-2890, Ext. 130
emailMegan@cjadvisory.com
Sarah Walsh
Certified Financial Planner®
Ph: (408) 345-2890, Ext. 132
emailSarah@cjadvisory.com
 

Cathy Martin
Special Projects Manager
Ph: (408) 345-2890, Ext. 125
emailcathy@cjadvisory.com

Shirley Cook
Financial Planning Assistant
Ph: (408) 345-2890, Ext. 126
emailshirley@cjadvisory.com
 
Pat Graham
Receptionist
Ph: (408) 345-2890, Ext. 120
emailpat@cjadvisory.com
Nga Nguyen
Client Service Administrator
Ph: (408) 345-2890, Ext. 128
emailnga@cjadvisory.com
 
 

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