Wealth Management & Retirement Planning in San Jose, California

We believe every journey needs a plan.

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.

Stay Informed - Read our Timely Topics in our Wealth Management Blog

Celebrating Ingalill’s Retirement

We work hard every day to help our clients reach their goals, including retiring, and take great pleasure in helping our employees retire too!

Ingalill's Journey

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CA Prop 19 – Easier to Move Within California

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Our goal is to have a significant impact in the lives of our client.

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

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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.

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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.

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