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We believe every journey needs a plan. 

Start Your Journey

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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 a 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 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. 

After a thorough evaluation, we chose to use Fidelity Clearing & Custody as our custodian. That means that client accounts that we manage are located at Fidelity.  We selected Mutual Advisors as our Registered Investment Advisor (RIA) firm.  They support independent advisor teams such as ours, by providing technology integration, regulatory and compliance services.

Every detail of our new office was designed to provide an optimal experience for our clients.  We included a Cafe and an area we call The Living Room.  Use this link to learn more about our office design and why it is unique.

Start your journey with us today.  Use this link to "Start Your Journey", or with the button above.  You can also use this link to complete a Risk Free Analysis  to help us work with you to design a portfolio based on your needs.

We look forward to working with you!

Elaine, Scott and Linda

Elaine and Scott Attend eMoney Conference

On October 8-10, 2018, Elaine and Scott attended the eMoney Advisor Summit in Orlando, Florida,  We learned about many new and exciting features that have been implemented in their software.  We had the chance to listen to Abby Johnson, Chairman and CEO of FMR, LLC, talk about her vision for the future of Fidelity.  We also talked with Lisa Burns, the manager of the trading and servicing platform for Fidelity Clearing & Custody.  We shared with  her our impressions as a new team using their systems.  It was an outstanding meeting and we learned a lot to help improve the experience for our clients.

Grand Opening Photos Now Available

On August 25, 2018, we had the Grand Opening Celebration for our new office.  You can view the photos on our website on the Events, Past Events page, or at the link below.

View Photos

We've Moved

Our new address is 101 Metro Drive, Suite 264, San Jose, CA 95110.

Our direct phone numbers (408-963-XXXX) are the same, but our emails have changed.  They are listed with our contact information below.  Or you can call our office at 408-963-2858. 

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 how to lease a car or which job offer to accept.

Depending upon your place in your journey, our work together may entail guiding you through some or all of the following experiences:

  • Financial Goal Setting 
  • Cash Flow Analysis 
  • Retirement Savings Planning 
  • Retirement Income Planning 
  • Asset Allocation
  • Education Funding 
  • Life Insurance
  • Planning for Long Term Care 
  • Estate Planning 
  • Mutual Funds, Exchange Traded Funds, Stocks
  • Personal Retirement Accounts
  • Long Term Care Insurance


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

We will use this new software to do interactive financial planning with clients.  Also included is a personal financial website for our clients with lots of exciting new features.  The security of your data is very important to us.  See the video below for more details.

Learn more

View Security Video

See your advisor and they will help you set up your new personal financial website.

Learn more

Meet Our Team

Elaine Manley

Elaine Manley

Founder and Financial Advisor

408-963-2854

408-559-5039

Scott Manley

Scott Manley

Financial Advisor

408-963-2855

408-559-5039

Linda Tjiputra

Linda Tjiputra

Financial Advisor

408-963-2896

408-559-5039

Flavio Pando

Flavio Pando Jr.

Investment Analyst

408-963-2877

408-559-5039

Ingalill Skoogh

Ingalill Skoogh

Client Services Associate

408-963-2858

408-369-9434

Arielle Rowe

Arielle Rowe

Marketing Events Manager

408-963-2889

408-963-2889

Jennifer Michaelsen

Jennifer Michaelsen

Financial Planning Analyst

408-963-2884

408-559-5039

Cristina Soto

Client Experience Associate

408-963-2892

408-559-5039

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