Edelman Financial Engines

CalBay Investments Inc. is a financial services firm located in Danville, California, specializing in retirement and income planning. The company aims to provide clear financial strategies tailored to meet the unique needs of each client, leveraging an experienced team, broad resources, and independent research. Recognized by prestigious publications, CalBay Investments has received accolades such as being named to Barron's America's Top 1,200 Advisors and Forbes Best-in-State Wealth Advisors. Their commitment to client-centered service ensures that individuals receive honest and comprehensive financial planning to sustain their desired lifestyle and achieve their financial goals. Generated from the website

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Jose, CA area, Herminia Ojeda will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.