Best Stock Broker Sunnyvale Near Me

4worldlovers: Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

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4worldlovers: Balancing multiple needs and interests amidst the everchanging seasons of life can leave one financially unsettled. I know that’s how I felt when I changed careers and prepared to manage my home and a business on my own. What anchored me in this sea of change was my values. The values of work, caring for my family, seeking wise counsel and living within my means were, and are, my guiding principles that helped me to stay the course for me and my three daughters. These foundations were how I was able to flourish.

My personal experience combined with my corporate background honed my abilities to simplify the complex, increased my empathy for life changes where finances may be difficult to discuss and sharpened my understanding of the many priorities we all consider in crucial financial decisions.

This is why I am a financial advisor. Every day, I am fortunate to partner with families, entrepreneurs and single professionals to achieve and prosper in what matters most to them. Buying a home, successfully managing a business, enjoying retirement and securing the next generation are just some the of the milestones we set to accomplish.

Giving often enhances our quality of life and those that I work with share this mindset. My clients inspire me with their efforts, supporting organizations they cherish. It is why I serve as board member and pro bono director of Financial Planners Association of Silicon Valley, volunteer for the Sunnyvale Heritage Park Museum and am a member of Rotary San Jose.