WORKING Welcome Message

December 13, 2023

Welcome Message

Contact

Office: 408-963-2858

Fax: 408-559-5039

101 Metro Drive

Suite 264

San Jose, CA 95110

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Investment advisory services offered through Mutual Advisors, LLC DBA Financial Journey Partners, an SEC Registered Investment Adviser. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

California Department of Insurance License Numbers held by employees of Financial Journey Partners:
· Elaine Manley: 0706550 · Scott Manley: 0C96859 · Linda Tjiputra: 0C74439 · Flavio Pando: 0I36336

Partners in Your Financial Journey^® is a registered trademark owned by Financial Journey Partners, Inc. Any unauthorized use is expressly prohibited.

Financial Journey Partners ADV2A & 2B Disclosure Packet