Dan-Min Wang

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Santa Clara is here for you, serving the greater Santa Clara area, including San Jose and Fremont. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The Blakeley Group, Inc. is a registered investment adviser based in Santa Clara, CA, specializing in wealth portfolio management and family office services. With a multi-dimensional approach, they help individuals and families navigate the complexities of managing their portfolios and multi-generational wealth. Their team of experienced professionals, led by CEO Dick Blakeley, is dedicated to providing personalized strategies and solutions to help clients plan for success, stay the course, and optimize their wealth. With a focus on risk management and staying up-to-date with market trends, The Blakeley Group, Inc. offers valuable insights and tools to empower their clients in making informed financial decisions.Generated from the website