Find the Certified Financial Planner™
Who's right for you.

Veda A. Cassells-Jones, CFP®, AIF, CLTC

C-J Advisory, Inc.

2060 The Alameda
San Jose, CA 95126-1135
Phone: (408) 345-2890 x 123
Fax: (408) 551-0152

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A