Legacy Planning

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4340 Stevens Creek Blvd Ste 160
San Jose, CA 95129

Legacy Planning, located in San Jose, CA, is a dedicated financial services firm offering a range of solutions including Family Office Services, Business Owner Services, Employer Retirement Plan Consulting, and Financial Planning. Their professional team emphasizes collaboration and personalized care, helping clients manage their financial affairs and achieve their goals.

Recognized in various industry rankings, Legacy Planning takes pride in its commitment to client success and employee satisfaction. The firm operates under Commonwealth Financial Network and HUB International, ensuring comprehensive support for both individual and business financial needs.

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