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Trusted Financial Advisors

HIGHEST RATED TRUSTED FINANCIAL ADVISORS

We Provide best TFAs for our customers

  • Margaret M. Stephan

    Retirement Capital Strategies

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $100,000
    Languages: English
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No


    1190 Saratoga Avenue Ste 140
    San Jose, CA 95129-3433
    (408) 551-6100

    Specialties: Comprehensive Financial Planning, Divorce Issues, Education Planning, Government and Military, Women's Finances

  • William T. Weihman

    Retirement Capital Strategies

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $250,000
    Languages: French, English
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No


    1190 Saratoga Ave Ste 140
    San Jose, CA 95129-3433
    (408) 551-6100

    Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Retirement Planning

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