Red Tower Advisors

Welcome to Happiness Wealth Management With over 28 years of planning experience, we specialize in helping people build confidence in their future. Whether you are growing your nest egg, enjoying retirement, or preparing to sell your business, we can help you simplify and strengthen your financial world.

JPS Global Investments, based in San Carlos, CA, is a fee-only investment advisory firm specializing in tailored investment management and wealth planning services. With a fiduciary duty to prioritize clients' interests, they offer expertise in areas such as ESG impact investing, retirement planning, tax optimization, and charitable giving. Since 2007, JPS Global Investments has been dedicated to helping clients achieve their financial goals while aligning their portfolios with their values. Serving clients in Silicon Valley, the San Francisco Bay Area, and beyond, they focus on constructing portfolios that reflect clients' preferences and values, emphasizing the importance of investing in alignment with ethical considerations.Generated from the website

Pettinelli Financial Partners in Redwood City, CA, offers comprehensive financial planning services. Our expert advisors specialize in retirement income planning, estate strategies, education savings, and business succession planning. We provide tailored solutions for individuals and businesses, including 401(k) planning, domestic partnership financial planning, and long-term care planning. Our diverse portfolio includes mutual funds, annuities, and insurance options. Trust our experienced team for independent, fee-based planning to secure your financial future. We accept all major credit cards.