The C-J Advisory Experience
When you work with C-J Advisory, you are partnering with a team of experienced professionals who share a single mission: to help you reach further, dream bigger, and achieve beyond what you thought was possible.
Advice You Can Trust
As an independent Registered Investment Advisor and fiduciary firm, we unconditionally act in your best interest. We are commission-free and have no hidden fees. Our advice is delivered in clear and simple terms for you to make decisions with confidence.
Our advisor's credentials include: Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and National Social Security Advisor (NSSA) certificate.
About Us
Based in San Jose for over 20 years, we provide financial planning and investment management services for high-earning professionals and retirees. We will analyze your personal financial situation; help you set realistic financial goals and develop plans to achieve them.
Customized Financial Plan
Time and money are limited, we create a custom financial plan to ensure your money is working for you so you can spend time on things that matter most. Expect quick communication and updates to know you are on track to meet your goals.
What We Do
Investing is an integral part of wealth management. We take the time to get to know our client's financial goals to create investment solutions tailored to each individual.
We review all insurance policies to ensure our clients have the appropriate coverage to protect themselves and their families at the lowest premiums.
We help our clients realize their vision for retirement by assisting them to make the best financial decisions for their future.
Managing personal finances is a crucial component of any financial security plan. We create personalized money management strategies to help our clients obtain their savings goals.
Asset allocation is an essential part of creating and balancing our client's investment portfolio. We develop customized investment strategies for clients based on each person’s preferences and risk tolerance.
Whether our clients find joy in helping others or want to share their good fortune with the causes and communities they believe in, we help them to find tax-friendly paths to philanthropy.
Ready to take the next step?
Blogs
Smart Gifting Strategies That Pack Rewards Beyond Tax Benefits
Few things in life are more fulfilling than witnessing your legacy in action. These gifting strategies not only offer...
Read More
Is a QCD or Mega QCD part of your holiday gifting plan?
As we enter the season of giving and gratitude, people begin to shift focus to charities, helping their neighbors, and...
Read More
7 Questions to Ask Your CPA Before Year-End
Given the complex tax situation many high-income earners face, it’s a good idea to start tax planning in the fall while...
Read More