Financial Advisors & Retirement Planning in San Jose, California

We believe every journey needs a plan.

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We want to be your partner on your financial journey!

We are a team of three experienced advisors, with five additional team members dedicated to providing the best experience we can for our clients. We have chosen a more independent route, not part of a bank, mutual fund or insurance company, so we can put the needs of our clients first.

We believe in providing comprehensive financial planning for our clients, using software from eMoney Advisor, who we believe is a leader in the industry. Clients have a portal with single sign on where they can see in one place their bank balances, investment accounts, monthly statements, financial planning and much more. Our goal is to use the great technology in the industry to provide the best experience we can for our clients.

Start Your Journey with Financial Journey Partners. Contact us for a second opinion with a free consultation and subscribe to our email newsletter to stay connected with news and events.

How do we help our clients?

We start by understanding the goals of our clients. Then we create and implement a comprehensive financial plan that is unique to them.

What is active management of investments?

We add more equities in strong markets and become more defensive in weak markets.

Are the advisors Fiduciaries?

Yes. Elaine Manley, Scott Manley and Linda Tjiputra are Fiduciaries. We are ethically bound to act in our client's best interest.

Who is an ideal client?

We partner long-term with higher income individuals and families accumulating assets as well as those at or near retirement, managing their investments based on their financial plan.

Why is our office design unique?

We provide an optimal experience based on client needs. We have a Café, Living Room and offices designed for their comfort. Explore our unique office design for yourself.

What do we expect from our clients?

We expect our clients to be engaged in the financial planning process and implement the agreed upon action items. They work with us in a courteous and respectful way and we do the same with them.

2021 Events are Here!

See our slate of webinars for the next few months and register now!

More are in the planning stages with an awesome in-person, Client Appreciation Event in December!

See Our Upcoming Events!

Efficient Use Of The Client Portal Webinar - March 11, at 1 PM

Learn how to be more efficient with your personal financial client portal!

Clients are encouraged to join us online to for our Client Portal webinar.

Clients: Register Today!

Women, Wealth and Well-Being Webinar - May 4, at 5 PM

Network, support and gain insight from a group of like-minded and successful women peers with Guest Speaker, Jennifer Taboada, Vice President, from BlackRock.

Learn More & Register

Stay Informed! Explore Timely Topics from our Blog

FEATURE ARTICLE: Why Are People Leaving California?

This has been a hot topic online and in the news. Last October, we wrote about the trends we were observing about people leaving California. Enough has happened recently that we decided to provide an update.

This is our view and opinion of the situation, not just citing statistics found elsewhere. Since we live in Northern California in the middle of Silicon Valley, read on to hear our first-hand account of the situation.

There is a lot to love but growing reasons for people and businesses to pack their bags to leave.

See the latest article in our series on the California exodus.

Learn why people are leaving

A Story of COVID-19 International Travel

Would you travel internationally during the pandemic? Caring for family members who are ill can make traveling essential, even in times like this.

Read Her Story

What's Going on with GameStop, AMC and Reddit?

GameStop, AMC and other low-priced stocks that have made explosive moves up and down recently causing major wins and major loss. What's going on?

Learn More

6 Investment Themes for 2021

The pandemic in 2020 accelerated some trends that were already in place and started some new trends. What investments will benefit?

Explore Themes

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Subscribe to get information from a source you can trust. In addition to getting valuable insights on the economy, stock market, and top news stories, we will also include timely and fun topics such as our future events, webinars and opportunities to engage. Let's stay in touch!

Our Services

At Financial Journey Partners, we see ourselves as your long term partner as you travel through each and every financial decision you make in your life, from college planning to retirement planning. Along the way, no experience is too small to be worthy of consideration, whether it is deciding to buy or lease a car or which job offer to accept.

We believe that each client is unique and should have a comprehensive financial plan that is customized to their journey. Our services are available for wherever you are in your journey.

Comprehensive Financial Planning

Financial Goal Setting
Goal Funding
Net Worth Review
Cash Flow Analysis
Retirement Planning
Life Planning
Large Purchase Consulting
Financial Beginnings
Education Planning

Risk Management & Insurance

Emergency Reserves
Risk Tolerance Analysis
Life Insurance Analysis
Life Insurance Policies
Survivor Planning
Long Term Care Planning & Insurance
Medicare Supplement Insurance
Employee Benefit Review

Investments

Active Management of Assets
Retirement Accounts
Non-Retirement Accounts
Required Minimum Distribution Completion
Monthly Contributions and Distributions
Stock Options, Restricted Stock Units Analysis and Strategy
Income Generation

Estate & Tax Coordination

Coordination with Estate Planning Attorney to complete Power of Attorney, Trusts, Health Directive and more.
Coordination with CPA for tax planning to diversify company stock and more.
Secure Vault to Share Documents

Learn More About Our Services

Financial Journey Partners Client Portal

Set up your own personalized website to view your investment accounts, access your brokerage statements and track your spending all on one site. Learn more about the exciting features and benefits we have available for our clients.

View Introduction Video

Clients of Financial Journey Partners have access to a personal financial website that allows them to manage their financial accounts, budgets and plans as well as utilize the secure vault to organize important documents and share with trusted partners.

Learn more

View Security Video

Cyber security a top priority for Financial Journey Partners and that’s why we employ advanced security protocols on your personal financial website to safeguard your information and provide a reliable tool our clients can trust.

Learn more