Kris Sorensen - RBC Wealth Management Financial Advisor
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 99 S Almaden Blvd Ste 300, San Jose, CA 95113
- Phone
- (408) 759-0416
- Website
- us.rbcwealthmanagement.com
- 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
Kris Sorensen - RBC Wealth Management Financial Advisor offers financial planning, investment guidance, and clear advice for every stage of life, all in one place. We are a financial advisory practice serving individuals and families in San Jose and across Santa Clara County.
Our work centers on building a plan around your goals, whether you are saving for retirement, growing investments, or preparing for the years ahead. We take time to understand your situation so that every recommendation fits your priorities and your comfort with risk.
Our approach is personal and consistent, with regular check-ins to keep your plan on track as your life changes.
Learn more about our services on our website, or call or stop by to start a conversation about your financial future.
Our work centers on building a plan around your goals, whether you are saving for retirement, growing investments, or preparing for the years ahead. We take time to understand your situation so that every recommendation fits your priorities and your comfort with risk.
Our approach is personal and consistent, with regular check-ins to keep your plan on track as your life changes.
Learn more about our services on our website, or call or stop by to start a conversation about your financial future.