Essence Wealth & Insurance Services

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4677 Old Ironsides Dr Ste 350
Santa Clara, CA 95054
+1 (650) 996-0924
http://www.essencewealth.com

Essence Wealth & Insurance Services in Santa Clara, CA is dedicated to helping individuals manage their finances with ease and confidence. Their mission is to save, grow, protect, and ensure clients enjoy their financial well-being, allowing them to focus on what truly matters in life.

As a registered representative with Cambridge Investment Research, Inc., Essence Wealth offers personalized financial planning services to clients in multiple states. With a focus on building a secure financial future, they strive to alleviate the stress and worries associated with money management.

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Reviews

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5.052 reviews
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Saijun M.
8/7/2025

Wake-Up Call of a Lifetime As someone who's spent years in the medical field as a nurse -- dedicating myself to caring for others -- I'll be the first to admit: I never really took care of my...

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Annie N.
11/11/2021

I was searching for a financial advisor and glad that I came across Sunny's business. After my initial consultation with Sunny, I decided to go with the comprehensive financial planning service to...

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Hara C.
12/11/2021

Though we didn't end up going with Sunny's services I wanted to share that he was very attentive to us and gave us a very lengthy consultation for free. He has many clients in the bay and seemed...

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Mika S.
8/12/2021

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly...

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Kevin K.
9/11/2021

Sunny's been a great financial advisor to work with! I started working with him after a friend referred me over, and he took a call from me to give some advice before we even formally started...

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