Castaneda-Sargenti-Pace Wealth Management Group
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 99 S Almaden Blvd Ste 300, San Jose, CA 95113
- Phone
- (408) 947-3310
- Website
- us.rbcwealthmanagement.com
- County
- Santa Clara County
Hours
- Monday: 7 AM–4 PM
- Tuesday: 7 AM–4 PM
- Wednesday: 7 AM–4 PM
- Thursday: 7 AM–4 PM
- Friday: 7 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for retirement or looking to grow the wealth you've already built, Castaneda-Sargenti-Pace Wealth Management Group offers financial planning and investment services tailored to you. We are a wealth management team based in San Jose, serving individuals and families across Santa Clara County and the wider South Bay.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your life. We help you organize your finances, plan for the milestones ahead and build an investment strategy you can follow with confidence.
Clients value a steady, plain-spoken approach that keeps them informed at every step.
Learn more and get started through our website.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation fits your life. We help you organize your finances, plan for the milestones ahead and build an investment strategy you can follow with confidence.
Clients value a steady, plain-spoken approach that keeps them informed at every step.
Learn more and get started through our website.