David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC

David Farkouh brings private wealth advisory and investment planning to San Jose and the wider Santa Clara County community. We are a financial planning and investment practice serving individuals and families who want clear, objective guidance as their finances grow more complex.

Many of the people we work with once managed their own money and found that busier lives and more volatile markets made a trusted partner valuable. We take time to understand each client's goals, then build and manage portfolios with a focus on long-term planning and steady, disciplined decisions.

Our clients often tell us that having an objective, independent advisor helps them feel confident, and that the peace of mind we provide their families matters as much as the results. We are glad to help East Bay and Peninsula clients as well as those closer to home in San Jose.

Book through our booking page to schedule a conversation about your financial goals.