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.

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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

 

Investments

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.

 

Insurance

We review all insurance policies to ensure our clients have the appropriate coverage to protect themselves and their families at the lowest premiums.

 

Retirement Planning

We help our clients realize their vision for retirement by assisting them to make the best financial decisions for their future.

 

Your Finances

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

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.

 

Charitable Giving

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?

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