Our Mission:

To provide the wisdom and motivation to help our clients achieve their financial goals with greater confidence.


Our advisors

David Cooper, Private Wealth Advisor serving the San Jose, CA area - Ameriprise Advisors

David Cooper

CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about David Cooper Visit David Cooper's website
Spiros Kabitsis, Financial Advisor serving the San Jose, CA area - Ameriprise Advisors

Spiros Kabitsis

Financial Advisor

Learn more about Spiros Kabitsis Visit Spiros Kabitsis's website

Our team

Rowena Manansala

Rowena Manansala

Client Relationship Manager

Evelyn Ouano

Evelyn Ouano

Client Service Specialist