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.
We start by understanding the goals of our clients. Then we create and implement a comprehensive financial plan that is unique to them.
We add more equities in strong markets and become more defensive in weak markets.
Yes. Elaine Manley, Scott Manley and Linda Tjiputra are Fiduciaries. We are ethically bound to act in our client's best interest.
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.
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.
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.
LTC policies can be a financial lifeline to a family to afford support they need without the worry of burdening family. Learn where it stands today.
Where to? With the passage of CA Prop 19, all 58 counties are now in view as possible locations for the Over 55. with a more affordable property tax.
Rollout of the vaccines and a reduction of COVID-19 cases, massive stimulus, and pent-up demand, could have a very strong positive impact on the market.
We have a first-hand account of why people are leaving the Golden State. There is a lot to love but growing reasons for people and businesses to pack their bags to leave.
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.
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.
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.
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.
In our annual survey our clients told us they wanted to have more information on their personal Client Portal. We want you to master the portal too.
We will be sending Client Portal Best Practice tips to those interested.
Sign up to join our Client Portal Tips email distribution list.
Have questions now or need help getting access? Give Jennifer a call at 408-963-2884 and she can help you through it.
Founder and Wealth Manager
Client Services Associate
Marketing Events Manager
Financial Planning Analyst
Client Services & Marketing