JK&P Associates
Business details
- Category
- Financial Services · Financial planner
- Address
- 1250 Aviation Ave #260, San Jose, CA 95110
- Phone
- (408) 885-8810
- Website
- Searching the web…
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At JK&P Associates, we help individuals and families in San Jose and across Santa Clara County plan with confidence for the financial future they want. We work as financial planners, guiding clients through the decisions that shape their long-term security, from building savings and managing investments to preparing for retirement.
Our approach starts with understanding your goals, your current situation and the questions on your mind, so every recommendation is tailored to you rather than drawn from a generic template. We take the time to explain each option in plain language, so you can make informed choices and feel comfortable with the plan we build together.
Whether you are just starting to think about your finances or refining a plan you already have, we are glad to meet local residents wherever they are in their journey.
To talk about your goals, give us a call or stop by our office to schedule a conversation.
Our approach starts with understanding your goals, your current situation and the questions on your mind, so every recommendation is tailored to you rather than drawn from a generic template. We take the time to explain each option in plain language, so you can make informed choices and feel comfortable with the plan we build together.
Whether you are just starting to think about your finances or refining a plan you already have, we are glad to meet local residents wherever they are in their journey.
To talk about your goals, give us a call or stop by our office to schedule a conversation.