CPR & CDR Alpha LLC

Bay Area Third Eye is a trusted financial planning firm in San Jose, CA, offering expert guidance and solutions for individuals and families seeking to secure their financial future. Whether it's education planning, retirement savings, or estate planning, their team of professionals is dedicated to providing peace of mind and helping clients achieve their long-term financial goals. With a focus on personalized service and a deep understanding of individual needs, Bay Area Third Eye is committed to helping clients navigate the complexities of financial planning and make informed decisions for the benefit of their families. Their expertise and dedication make them a reliable partner in securing a stable and prosperous future.Generated from the website

Calvin Partners LLC is an independent boutique investment management firm based in San Jose, CA, offering a range of services for financial advisors, private clients, and institutional investors. With a disciplined and focused approach, their team of experienced finance professionals specializes in strategies such as Rising Dividend portfolios, private wealth management, and tailored products for pensions and endowments. Led by Managing Directors Michael B. Andelman, Carol M. Lippman, CFA, John V. Celentani, CFP, CPWA, and Richard R. Seitz, Calvin Partners LLC prides itself on providing personalized and transparent solutions to meet the unique needs of their clients. Their expertise in equity research, investment management, and wealth advisory ensures a client-centric approach and consistent results.Generated from the website

Akkish Inc., located in San Jose, CA, is a dedicated financial consulting firm with over 27 years of combined experience. The team of financial experts specializes in various services including risk management, retirement planning, investment strategies, and estate planning, tailoring their approach to meet each client's unique financial needs. Committed to fostering lasting relationships, Akkish Inc. prioritizes personalized solutions to help individuals and businesses achieve their financial goals. Their reputation for excellence is built on providing comprehensive advice and maintaining strong communication with clients throughout the financial planning process. Generated from the website