DeSousa Financial
DeSousa Financial, based in Fremont, CA, has recently announced a partnership with Northern California Planners and advisor Edward Santos, effective May 1, 2023. This collaboration aims to enhance their service offerings and provide clients with a more convenient branch location while maintaining the same trusted financial services and advisors.
The Fremont location at 39159 Paseo Padre Parkway will close permanently on March 28, 2023, with operations transitioning to the new site at 5635 Stratford Circle, Suite B27 in Stockton, CA. Current clients can expect a seamless transition, with their accounts and services remaining unchanged despite the name change.
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