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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
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.
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.
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.
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:
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.
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.
See your advisor and they will help you set up your new personal financial website.
Founder and Financial Advisor
Client Services Associate
Marketing Events Manager
Financial Planning Analyst
Client Experience Associate