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HOLISTIC FINANCIAL PLANNING

We use an integrated approach to assist our clients in realizing their financial and lifestyle goals.

Working Together

We pride ourselves on not only providing our clients with sound financial advice, but also educating them on financial planning and investing along the way.

CONNECTED, INDEPENDENT, COMMITTED

We provide neutral, objective guidance and education for all types of financial decisions while finding the most effective way to implement those decisions.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

This is what we do.
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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Our Team

Learn more about our amazing team of professionals.

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Kyle Thompson

Senior Vice President | Wealth Advisor

AIF®

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Kyle Thompson

Phone: (408) 345-2890, Ext 128

Fax: (408) 345-2896

Email: kyle@cjadvisory.com

Kyle Thompson, Financial Advisor, joined the C-J Advisory Team in November 2016. After earning his Bachelor’s degree in Finance from Michigan State University, he has spent nearly 10 years helping clients achieve their financial AND personal goals. He spent the past 5 years at TD Ameritrade working with individuals, families, and small businesses. He takes a holistic approach to each client’s unique situation and prides himself on providing advice to enhance every aspect of their financial life.

Kyle holds insurance licenses for Life, Disability and Health along with his Accredited Investment Fiduciary (AIF®) professional designation.

Outside of the office, Kyle maintains an active lifestyle with his wife Ashley. Together they enjoy golfing, mountain biking, playing ice hockey, photography and walking their two dogs.

National Social Security Advisor

Bio
Photo of team member

Janet Josselyn, AIF®

Vice President

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Janet Josselyn, AIF®

Phone: (408) 345-2890, Ext. 134

Fax: (408) 345-2896

Email: janet@cjadvisory.com

Janet joined the team in January 2018 and works with the firm’s lead advisors to develop and implement financial planning strategies for clients.

Prior to joining C-J Advisory, Inc., Janet was a Client Services Manager and Financial Planning Analyst. Throughout her career, Janet has greatly enjoyed helping individuals and families achieve their personal financial goals.

She earned the AIF® designation from the Center for Fiduciary Studies in 2018. The AIF Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Janet holds a Bachelor of Business Administration in Marketing from New Mexico State University.

In her spare time Janet enjoys hiking, traveling and spending time with family and friends.

Bio
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Shirley Cook

Associate Wealth Coordinator

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Shirley Cook

Phone: (408) 345-2890, Ext. 126

Fax: (408) 345-2896

Email: shirley@cjadvisory.com

Shirley joined C-J Advisory in January 2001.  She has 17 years of experience in servicing our clients and participating in client meetings. Prior to her starting a career in Financial Planning she worked in the health care industry.  She received a Certificate in Personal Financial Planning through an extension program supported by UC Santa Cruz.

Shirley lives in the bay area where she was born and raised.  She volunteers with Meals on Wheels and enjoys cooking, gardening, and spending quality time with her friends and their dogs.

Bio
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Jen Wong

Administrative Assistant

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Jen Wong

Phone: (408) 345-2890, Ext. 133

Fax: (408) 345-2896

Email: jen@cjadvisory.com

Jen joined the C-J Advisory team in May 2005 and works part-time as an administrative assistant.  Jen works behind the scenes on special projects, assisting in the daily needs of the office and provides administrative support to all facets of the business. 

Jen’s hobbies include traveling, concerts, snowboarding, cooking and spending time with family and friends.  She gives back to the community through volunteer efforts at the local Food Bank helping people in need throughout the Bay Area.   

Bio
Photo of team member

Lupe Martinez

Administrative Assistant

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Lupe Martinez

Phone: (408) 345-2890 Ext. 127

Fax: (408) 345-2896

Email: lupe@cjadvisory.com

Lupe joined the C-J Advisory team in May of 2019. Lupe facilitates the operational needs of the office and promotes CJA's expertise as the administrative and marketing assistant. Before joining the C-J Advisory team, Lupe worked as a content writer and office manager for a mural advertising company in Brooklyn, New York. She has a degree in English and Creative Writing from Mills College. 

Her hobbies include roller skating, swimming and attending local music shows. She volunteers with the San Jose Public Library and Vitas Healthcare.

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (408) 345-2890
Fax: (408) 345-2896

Email: clientservice@cjadvisory.com

2060 The Alameda, San Jose, CA 95126

 

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