Furstner Group Inc.

Take Charge Financial, located in Los Gatos, CA, is an independent finance management company founded by local owner Joan Perry, who possesses an MBA and over 25 years of industry experience. Perry, a nationally recognized figure, offers personalized retail and brokerage services, specializing in retirement savings, portfolio building, and investment advice. Renowned for her strategies and book A Girl Needs Cash, Joan Perry and her team at Take Charge Financial provide one-on-one financial guidance to help clients maximize their assets. Additionally, Perry is available for public speaking engagements to promote fiscal responsibility and educate others on effective money management practices. Generated from their available business information

Castelli Financial Insurance Services, located in San Jose, CA, is dedicated to providing thoughtful financial guidance to clients and families of substantial wealth. With a personalized approach reminiscent of an Italian family dinner, the firm emphasizes education and clarity, ensuring clients can make informed decisions about their financial futures. Founded by Juliette Castelli Kolev, a second-generation Italian American, the firm prides itself on treating clients like family, offering a range of services from retirement preparation to lifelong financial strategies. Castelli Financial Insurance Services is committed to helping individuals at all stages of life achieve peace of mind and fulfillment in their financial journeys. Generated from the website