Charles Schwab

Honu Wealth Management, located in Cupertino, CA, specializes in providing tailored financial planning services to three primary client groups: wealth accumulators, those transitioning to retirement, and individuals focused on building a legacy. Their comprehensive approach combines financial planning, investment advice, and wealth management into a single annual fee structure, ensuring clients are well-prepared for significant financial decisions throughout their lives. The firm emphasizes guiding clients through key financial milestones, including retirement planning, asset management, and estate planning. With a team of experienced professionals, Honu Wealth Management is dedicated to helping individuals make informed decisions for a secure financial future. Generated from the website

Leeward Financial & Insurance Services is a reputable firm based in Cupertino, CA, specializing in providing comprehensive financial and insurance solutions. With a dedicated team of professionals, the company offers a range of services tailored to meet the unique needs of individuals and businesses seeking sound financial planning and risk management strategies. Generated from their business information