DJK Advisors

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San Jose, CA 95138
+1 (650) 739-6475
http://www.dakadvisor.com

DJK Advisors LLC, based in San Jose, CA, offers cost-effective financial planning and tax preparation services tailored to investors of all sizes. Operating as a fiduciary, the firm is dedicated to helping clients build wealth without selling or receiving commissions on any products.

In addition to comprehensive financial planning, DJK Advisors provides expert tax preparation and tax planning services, ensuring clients are well-equipped for their financial futures. Led by David Kelly, a CPA and CFP with an MBA, the firm emphasizes a client-centered approach to achieve financial success.

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Reviews

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5.03 reviews
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Kelly C.
5/5/2023

I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been amazingly helpful in providing sound fiduciary advice about my retirement planning. I could not...

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TK N.
3/17/2023

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and knowledgeable. He is currently assisting us with my husbands non profit corporation. He's...

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Maggie H.
5/3/2023

David Kelly is a good CPA with integrity and honesty.

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