Member Directory

Financial & Financial Advisors


Profile

Authentikos Advisory

authentikos.com

Retirement, Estate, Income and Tax  Planning, Life Insurance, IRA 401(K), Asset Protection, Wealth Accumulation

1295 E. Dunne Ave. Ste. 215
Morgan Hill, CA 95037
Map

877-457-4567

  • Financial & Financial Advisors

Profile

Castro Valley Properties

www.ccapital.com

Asset Management Company, Property

525 University Ave., #200
Palo Alto, CA 94301
Map

650-326-6480

  • Financial & Financial Advisors

Profile

Edward Jones - Lukas Fortino

https://www.edwardjones.com/us-en/financial-advisor/lukas-fortino

Retirement Services /  Education Savings Plans / Planning for Estate and Legacy Goals

8060 Santa Teresa Blvd Ste 140
Gilroy, CA 95020
Map

408-846-7748

  • Financial & Financial Advisors

Profile

Integrated Financial Benefits

Integrated Financial Benefits

www.ifitfinancial.com

Personal & Business Life & Disability Insurance; Defined Benefit Plans; IRA & 401K Retirement Planning; Wealth Management.

7539 Eigleberry St.
Gilroy, CA 95020
Map

408-842-2716
Fax: 408-848-5356

  • Financial & Financial Advisors

Profile

Liz Murillo Financial Advisor, Edward Jones

edwardjones.com/liz-murillo

At Edward Jones, we offer a comprehensive line of financial solutions & services in addition to the traditional investments you expect from a financial advisor.

I believe that when it comes to your financial journey, you deserve a personal relationship and professional advice. My focus is on the future you see for yourself, building strategies just for you and helping you stay on track by partnering together over the long term. You are at the center of all we do!

201 Monterey Salinas Hwy
Salinas, CA 93908
Map

831-424-5663

  • Financial & Financial Advisors

Profile

Mi Ocampo Financials

https://miocampofinancials.com/

Insurance

15790 Monterey Road
Morgan Hill, CA 95037
Map

669-599-6130

  • Financial & Financial Advisors

Profile

Morgan Stanley

Individual Member

20400 Stevens Creek Blvd. Ste. 350
Cupertino, CA 95014
Map

408-861-2000

  • Financial & Financial Advisors

Profile

Vivian Investment Partners

www.vip-rj.com

Financial Services, Investment Planning, Retirement Planning, Wealth Management.

7471 Monterey St.
Gilroy, CA 95020
Map

408-713-2020

  • Financial & Financial Advisors

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