Financial Journey Partners

(on metro drive)
Financial and Investment Services in San Jose, CA
Financial and Investment Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

101 Metro Drive
San Jose, CA
95110

About

We want to be your partner on your financial journey!
We are a team of three experienced advisors, with five additional team members dedicated to providing the best experience we can for our clients. We have chosen a more independent route, not part of a bank, mutual fund or insurance company, so we can put the needs of our clients first.

We believe in providing comprehensive financial planning for our clients, using software from eMoney Advisor, who we believe is a leader in the industry. Clients have a portal with single sign on where they can see in one place their bank balances, investment accounts, monthly statements, financial planning and much more. Our goal is to use the great technology in the industry to provide the best experience we can for our clients.

Start your journey with us today. Use this link to "Start Your Journey", or with the button above. You can also use this link to complete a Risk Free Analysis to help us work with you to design a portfolio based on your needs.

Photos

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Services

  • Financial Planning
  • Active Management of Investments
  • Products and Services

Latest

"Fight for the things that you care about but do it in a way that will lead others to join you." - Ruth Bader Ginsburg The passing of Ruth Bader Ginsburg reminds us of how powerful and influential one person can be as well as one vote. She cleared a path, mentored others and has passed the torch so others can make their own way.
Join Financial Journey Partners and representatives from the League of Women Voters as we dive into the California ballot measures! You know it can get tricky and it is good to have the facts. We'll talk about options to mail, drop-off or vote in person too. Bring all your friends! Register here: https://www.facebook.com/events/631181570935499 #vote2020 #VoteNovember3rd
Today is National Voter Registration Day! Spread the word nation-wide! Find and share information for your state here: www.nonprofitvote.org/voting-in-your-state/ and register! #NationalVoterRegistrationDay #VoteReady
Reminder of our Six Estate Planning Pitfalls to Avoid Webinar on Wednesday, September 16, 4 PM to 5 PM. ✅ Register Here: financialjourney.com/estate-planning-pitfalls If you are already registered, we encourage you to invite the Successor Trustee of your estate so they are educated on important things to consider when they are managing your estate. If you have not yet registered, we still have room and would love for you to join us. All are welcome to attend. #EstatePlanning #estatemanagement #yourfinancialjourney
We faced tragedy together on September 11. We vowed never to forget and it is a good anchor as we face our challenges today. We will look back on this time differently, but one day we will look back as we’ll have a vaccine and a new found gratitude for each other and our freedoms. #neverforget911 #yourlifesjourney
Stock prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. ✅ See our Monthly Market Insights: https://www.financialjourney.com/campaigns/monthly-market-insights #marketupdate #marketinsights #financialjourney FINANCIALJOURNEY.COM Monthly Market Insights | September 2020
Our thanks to the League of Women Voters of Cupertino-Sunnyvale for delivering insightful pros & cons on the California ballot measures. You can listen to their recording here: https://youtu.be/aTb2J4gQNw0?t=2 You can be an empowered voter too! California voters can find comprehensive election information at votersedge.org and voters outside of California can use vote411.org. #VotersEdge #californiapropositions #vote411 #lwvca
Stocks dropped in September as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe. ✅ See the latest Monthly Market Update: financialjourney.com/campaigns/monthly-market-insights #yourfinancialjourney #marketinsights #financialjourneypartners FINANCIALJOURNEY.COM Monthly Market Insights | October 2020
We want you to be an empowered California voter! We encourage you to attend our Voter Empowerment Webinar on October 8 at noon with representatives of the League of Women Voters. All are welcome! ✅ Register here: financialjourney.com/vote2020 #californiapropositions #votersedge #voteCA
The pandemic has caused great stress on families and we recognize that there are many out of work and unable to pay for basic essentials like food. Feeding America supports food banks nationally. Every $1 donated helps provide at least 10 meals to food insecure people. Please consider donating to our fundraiser. You can donate here: https://teamfeed.feedingamerica.org/index.cfm?fuseaction=donorDrive.participant&participantID=1279 #feedingamerica #foodbankfundraiser #financialjourney
🎃 Happy Halloween! Enjoy the Journey! 🍬 #HappyHalloween2020 #enjoythejourney #financialjourneypartners
There are many challenges but there are also lots of reasons to look up and enjoy our environment. San Francisco just moved into the Yellow Tier and you can definitely look up and across San Francisco on the new Sky Star Wheel! 🎡 Soar 15 stories above Golden Gate Park in a gondola. 👀You can experience what it is like in this video! https://abc7news.com/7229565/ #enjoythejourney #positiveoutlook #financialjourney (📷 Mercury News)
We came across this quote this week and thought it was a good one to share: “Don’t count the days – make the days count.” --Muhammad Ali Remember to make the days count. These times are historic but each morning is a new day and a new opportunity to make that day count. #enjoythejourney #yourfinancialjourney
Cyber criminals are noticing we are spending more time at home with emails and online. Phishing emails and cyber crimes are on the rise. Learn how you can spot a cyber crime designed to part you from your money. ✅ Read: Be Mindful - Cyber Crimes are on the Rise https://www.financialjourney.com/blog/be-mindful-cyber-crimes-are-on-the-rise #cybercrime #phishingemails #yourfinancialjourney
We are very thankful to be a part of your lives. You inspire us to always want to do better. Working with all of you is the reason why we enjoy this business so much. We are thankful you are our clients, but even more, we are thankful you are a part of our Financial Journey Partners family. #enjoythejourney #financialjourneypartners financialjourney.com
We sincerely thank all of the amazing supporters of our Financial Journey Partners Feeding America Fundraiser. We surpassed our goal and raised $6,330! The number of people who are food insecure in 2020 could rise to more than 50 million, including 17 million children. Feeding America serves families and individuals of all ages and supports food banks in neighborhoods across America. We happily matched $2020 from Financial Journey Partners personally to support this cause. Thank you for all your donations! $1 funds 10 meals. You helped raise 63,300 meals! We encourage you when you are able to give if you can at: https://teamfeed.feedingamerica.org/index.cfm?fuseaction=donorDrive.participant&participantID=1279 #feedingamerica #financialjourneypartners
The 2020 elections are historic. A divided government is expected. If Joe Biden becomes the next President and the Republicans keep the majority in the Senate, what Biden policies are likely to be possible and what are unlikely? ✅ Read our FJP blog "The Election Results Are In - What’s Next?" https://www.financialjourney.com/blog/the-election-results-are-in-whats-next #dividedgovernmentpolicies #financialjourneypartners
It is World Kindness Day! A little bit of kindness goes a long way. Here are some fun ways to celebrate the day. Thanks for the trust you show us every day. https://www.randomactsofkindness.org/the-kindness-blog/2766-10-fun-ways-to-celebrate-world-kindness-day #MakeKindnessTheNorm #worldkindnessday #enjoythejourney
Thank you to our veteran clients and members of our community. We are grateful for your service today and every day.
🎩 Take a modern magic break tomorrow on Thursday, February 11, at 5:00 PM! ✨Share with your family and friends the opportunity to share an hour with International Award Winning Illusionist, Jason Bishop! Family-friendly fun! ✅ Register and attend at financialjourney.com/magic-2021 #magicshow #enjoythejourney #financialjourneypartners
Help us spread the word to your family, friends and co-workers for this family-friendly night of modern magic fun! Register and share financialjourney.com/magic-2021 with those you think might be interested in our virtual magic show with International Award Winning Illusionist Jason Bishop! All are welcome! #magicshow #enjoythejourney #financialjourneypartners
By the end of 2020, the global economies started recovering and the US stock market hit all-time highs. But, what are the predictions for global economies in 2021? LAST CALL TO REGISTER! Join us for our next webinar. Our special guest speaker is Noah Kroll, Director of the Global Allocation Team at BlackRock. As the largest asset manager on the planet, hear BlackRock’s global outlook for 2021. Date: Wednesday, January 27, 2021 - Time: 1:00 PM Pacific ✅ financialjourney.com/economy-2021
Just keep moving forward toward making the world a better place for us all. One step at a time. "If you can’t fly, then run; if you can’t run, then walk; if you can’t walk, then crawl; but whatever you do, you have to keep moving forward." -- Martin Luther King Jr #mlkday2021 #IHaveADream
The pandemic in 2020 accelerated some trends that were already in place and started some new trends. What investments will benefit? See the 6 themes for 2021 that we see on the horizon: https://www.financialjourney.com/blog/6-investment-themes-for-2021
Please join us and our Special Guest Speaker, Noah Kroll, BlackRock's Global Product Allocation Director, as we discuss the status of the economic recovery and outlook for 2021. We will review the latest information on the status of the economic recovery and the trends that may impact 2021, including: ► Update on the Economic Recovery ► Looking ahead at the economy in 2021 ► Stock market trends for 2021 REGISTER for WEBINAR: financialjourney.com/economy-2021 Wednesday, January 27, at 1:00 PM Pacific. All are welcome. #financialhealth #economicrecovery #financialjourneypartners WED, JAN 27 State Of The Economic Recovery Webinar

Information

Company name
Financial Journey Partners
Category
Financial and Investment Services

FAQs

  • What is the phone number for Financial Journey Partners in San Jose CA?
    You can reach them at: 408-963-2855. It’s best to call Financial Journey Partners during business hours.
  • What is the address for Financial Journey Partners on metro drive in San Jose?
    Financial Journey Partners is located at this address: 101 Metro Drive San Jose, CA 95110.
  • What are Financial Journey Partners(San Jose, CA) store hours?
    Financial Journey Partners store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.