Wise James L CFP

As a Personal Financial Representative in Stockton, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Stockton office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Planmember Financial Corporation, based in Stockton, CA, has been providing retirement planning solutions for over 30 years to individuals, families, and mission-driven organizations. With a focus on personalized financial strategies, their team of experienced financial professionals offers a four-part planning system to help clients achieve their retirement goals. Through their 30 investment programs and individualized attention from nearly 500 financial professionals nationwide, Planmember aims to empower over 200,000 retirement investors to secure their financial well-being. By offering analysis, advice, progress reviews, and ongoing support, Planmember is dedicated to helping clients navigate the path to a secure retirement. Generated from the website

DeSousa Financial, based in Fremont, CA, has recently announced a partnership with Northern California Planners and advisor Edward Santos, effective May 1, 2023. This collaboration aims to enhance their service offerings and provide clients with a more convenient branch location while maintaining the same trusted financial services and advisors. The Fremont location at 39159 Paseo Padre Parkway will close permanently on March 28, 2023, with operations transitioning to the new site at 5635 Stratford Circle, Suite B27 in Stockton, CA. Current clients can expect a seamless transition, with their accounts and services remaining unchanged despite the name change. Generated from the website