Connect with Top-Rated Financial Planners in Santa Clara!

Alexander Beard is a financial advisory service provider that offers a range of financial services, including wealth management, employee benefits, and emigration services. The company has a global presence with offices in the UK, Europe, USA, Australia, and South Africa. With a team of experienced professionals, Alexander Beard helps individuals and families achieve their financial goals and provide them with customized financial solutions tailored to their needs. Whether it's planning for retirement, managing employee benefits, or navigating the complexities of emigration, Alexander Beard's experts are dedicated to delivering exceptional service and helping clients achieve financial freedom.

Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We cater to high net worth individuals, small foundations and businesses, providing personalized service and focusing on publicly-listed securities. Our primary services include discretionary and non-discretionary portfolio management, with a focus on customized and diversified portfolios. We also offer access to many world-class fund managers and no-commission, asset-based advisor pricing. Our experienced team, led by President Timothy A. Rogers, provides discretion and confidentiality to our clients, with a strong background in investment banking and wealth management.

Special Needs Planning Group is a fee-based financial planning team that offers comprehensive and holistic financial planning advice tailored to meet the unique needs of individuals and families, especially those with special needs. Our services include financial planning, investment management, retirement planning, estate planning, and special needs planning. Our team is dedicated to providing personalized financial guidance and empowering our clients to achieve their financial goals.