CBIZ Accounting Tax & Advisory Service

Deloitte Consulting in San Jose, CA, is a part of a global network committed to creating connections with clients, talent, and communities. With a focus on innovation and collaboration, the firm offers a wide range of services, including AI engineering, audit, risk management, and strategy consulting across various industries. As a leader in consulting, Deloitte emphasizes the importance of shared values and sustainable practices, aiming to make a positive impact in the world. The firm leverages cutting-edge technologies and extensive industry expertise to help clients navigate complex challenges and seize new opportunities. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Lisa Koppanyi will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.