Jason Silva - Morgan Stanley

JC Investment Consulting is a financial advisory firm based in San Jose, CA, specializing in providing personalized investment strategies and wealth management services to individuals and businesses. With a focus on long-term financial planning and risk management, the team at JC Investment Consulting works closely with clients to help them achieve their financial goals and secure their financial future. Generated from their business information

At Alameda Financial Group, we are passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially empowered. We believe in building long-term relationships through a holistic approach that allows us to deeply understand your specific situation, values, needs and hopes. We work closely with you to develop thoughtful strategies that are designed to help you work towards your goals and prepare you for all of life's critical financial events. David and Ally joined as a collaborative team, as they both shared a passion for helping others navigate both the financial and non-financial highs and lows that life brings. David and Ally each bring their unique strengths to the table to provide an optimal client experience.