Office information1737 N First St
San Jose, CA 95112
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Bea CarilloBranch Manager
The San Jose, California branch of Cetera® Investors is managed by Bea Carillo. She brings 17 years of experience as a financial professional. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in San Jose, CA
Many people look for a more personal investing experience from a wealth manager. At Cetera® Investors, we know how valuable clear communication and support are. That’s why we offer financial management services that emphasize client care. If you’re seeking a financial manager in San Jose, Cetera Investors can help.
Thanks to our custom Advice-Centric Experience® framework, our financial professionals and wealth managers are specially trained to provide the customized guidance you need, when you need it. It’s your money. It makes sense to only trust a manager who tailors their financial advice to fit your unique goals and financial management needs. That’s the Cetera Investors difference.
Cetera Investors Frequently Asked Questions
Cetera Investors' team of financial managers in San Jose is able to operate flexibly, skillfully, and always with clear communication. You can feel confident that your assets are carefully attended-to when in the hands of a wealth manager or financial professional who is backed by Cetera's extensive network of management professionals.
We understand that San Jose is competitive—with the median household bringing in $104,000, San Jose residents can often use a hand in growing their passive income. That's why Cetera Investors' financial professionals in San Jose are committed to your success—and we put our money where our mouth is. Our managers have access to sophisticated tech and training tools to boost performance, including:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Plus, Cetera Investors works with consultants that will offer you the same guidance they would a friend or family member.
You should choose a financial manager who is competent, reliable, open to communication, and invested in your success. Finding the right professional and forging the right relationships can sometimes be a hassle, but Cetera Investors makes it easy.
Cetera's managers are able to gain crucial insights into trends you wouldn't want to miss out on. We take note of critical markers of success and help you strategize plans to pursue your goals. With advanced software solutions available to you remotely and in-person, you can get back to focusing on what matters most: living your life, growing your career, or managing your business.
Cetera Investors' San Jose wealth managers are committed to the value of investment flexibility, strong communication, and sophisticated solutions. That means when you're looking for a financial manager in San Jose, Mountain View, or anywhere in Silicon Valley, Cetera Investors is your reliable choice. Our offices are conveniently located just off the scenic CA 101, right by the San Jose airport and the 87 freeway. We're easy to find, relieving stress from your financials.
Rather than employing a one-size-fits-all strategy for financial management and solutions, our team understands that every client has their own personal goals and preferences. And, because Cetera managers are backed by a nationwide network of financial professionals, you get all the power and strength of a large organization while still keeping the customized solutions experience you need. At Cetera Investors, we understand that strong relationships are the bedrock of a successful business model.
How Do I Get Started with Cetera Investors?
You can start managing your wealth by simply contacting a local San Jose Cetera Investors associate. Finding the right service for financial advice in the South Bay and Silicon Valley used to be stressful, but Cetera Investors offers easy access and open lines of communication so you can invest and plan with confidence. Call your local financial professional to find out how we can help plan your finances in a way that makes your money work not just harder, but smarter.
Whether you are just starting out on your financial path or planning how to distribute your estate, Cetera Investors is here to help. Our independent financial managers come with a powerful network of financial professionals and technological solutions to ensure that you never go at it alone. Working with a Cetera Investors professional means that you’ll know your financials are covered, wherever your path may lead.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.