Financial Advisor in San Jose, CA

SAN JOSE | SILICON VALLEY | BAY AREA

Your partners in comprehensive wealth
management, from a team based in San Jose.

Financial Journey Partners is a San Jose-based wealth
management firm serving investors with company stock,
professional women, and people approaching or in retirement
throughout Silicon Valley, the Bay Area, and across the U.S.

Decades

Of experience serving San Jose, Silicon Valley, and clients across the U.S.

8-Member Team

Three wealth managers with five support professionals, all based in San Jose

Comprehensive Guidance

Across investments, tax planning, estate planning, cash flow, long-term care planning, charitable giving, and more.

"Being a trustworthy partner, helping people make smart decisions so they can truly enjoy the journey - that is who we are."

- Elaine Manley, Founder

BASED IN
San Jose, CA

ACCREDITATION
CFP^® Professionals

APPROACH
Comprehensive Wealth
Management

SERVING
Individuals & Families in
Silicon Valley and Beyond

WHO WE SERVE

Comprehensive Wealth Management for the Life You Have Built

At Financial Journey Partners, we help high-net-worth individuals and families make smart decisions about their wealth so they can enjoy the journey. From our San Jose office, we serve clients throughout Silicon Valley, the Bay Area, and across the U.S.

Whether you are building wealth, preparing for retirement, or allready Retired, our team helps coordinate the many moving parts of your financial life, including investments, tax and estate planning, long-term care planning, cash flow management, charitable giving, and more.

Investors with Company Stock

Living and working in Silicon Valley often means well-paying jobs, significant equity compensation, and a life that is full in every direction. We work with professionals navigating company stock, RSUs, and non-qualified stock options while palancing retirement savings, education planning, insurance, estate planning, and taxes. Our goal is to help align your financial resources with the life you are building, so your wealth supports what matters most.

Professional Women

Five of our eight team members are women who understand the financial realities professional women face. Whether you are single, married, raising a family, caring for aging parents, or planning your next chapter, we understand that life rarely fits into a simple formula. We help women build financial plans that support independence, confidence, and choice, so they can make decisions on their own terms and protect the lifestyle they have worked so hard to create.

Pre-Retirees & Retirees

When Retirement is on the horizon or already here, the questions get real. Will I have enough? Can I afford the life I want? What about health care, long-term care, taxes, and the people I love? We help clients model the possibilities, understand the tradeoffs, and coordinate the details, from income planning to tax strategy to estate planning and charitable impact, so they can retire with greater clarity and confidence.

OUR PHILOSOPHY

Wealth Management that Covers Every Aspect of Your Financial Life

Wealth Enhancement

Strategies to Reduce tax
exposure and optimize
cash flow

Wealth Transfer

Planning to pass on wealth
effectively to family, loved
ones, causes you care about

Wealth Protection

Safeguarding assets through
legal structures, risk
management, and insurance

Charitable Giving

Helping you maximize the
impact of your generosity

WHAT WE DO

Financial Planning & Wealth Management for Every Stage of Your Journey

01
Comprehensive Financial Planning

Your financial plan is the foundation of everything. We work with you to build a roadmap that covers every dimension of your financial life, adapts as your goals and circumstances change, and keeps you on track to enjoy the journey every step of the way

02
Active Investment Management

The same wealth managers who know your goals and your story are the ones managing your portfolio. We operate on a discretionary basis, so when conditions shift or risks emerge, we act. No outsourced model portfolios. No one-size-fits-all approach. Just a dedicated team aligned to your goals, timeline, and risk tolerance.

03
Risk Mitigation & Insurance

You have worked hard to build your wealth. Protecting it is just as important as growing it. For clients who want an extra layer of security, we help evaluate and put the right protections in place, from long-term care and life insurance strategies to strategies that safeguard your assets against the unexpected

04
Professional Network Coordination

No one advisor can do it all. That is why we have spent decades building a carefully vetted network of trusted professionals, including tax specialists, estate attorneys, long-term care advisors, insurance experts, and more, so you have the right person in your corner when specialized guidance is needed

YOUR TEAM

Three Wealth Managers, One San Jose Office, One Shared Commitment

Our wealth managers are credentialed professionals with significant experience navigating the financial landscape of Silicon Valley and the Greater San Francisco Bay Area. And our commitment to our clients is at the center of everything we do.

Elaine Manley,
CFP^® Professional

Founder and Wealth Manager

Scott Manley,
CMFC^®

Wealth Manager

Linda Tjiputra,
CFP^® Professional

Wealth Manager

"Her Team is so professional and responsive. It's a pleasure working with everyone at FJP."
- Client, San Francisco Bay Area

FIND US

Visit Our San Jose Office

ADDRESS

101 Metro Drive, Suite 264
San Jose, CA, 95110

PHONE

408.963.2858

EMAIL

[email protected]

HOURS

Monday through Friday
9am - 5pm

Schedule a Complimentary Consultation

OUR SAN JOSE OFFICE

A Space Designed With You In Mind

Located at Metro Plaza on Metro Drive in North San Jose, just Minutes from San Jose Mineta International Airport, our office is easily accessible for clients in San Jose, Silicon Valley, and the greater South Bay. Free covered parking makes in-person visits convenient and stress-free, so clients can arrive with ease and focus on the conversations ahead.

The Entrance

The first thing you will see when you walk through our doors is our Enjoy the Journey wall, filled with photographs of real trips and real moments along the way. The phrase is at the heart of everything we do at FJP. It reflects our belief that financial planning is not just about building wealth. It is about doing things you have always wanted to do. Our work is focused on helping you move toward that life with clarity, confidence, and intention.

We want it to be the first thing you see because we want it to be the first thing you feel.

The Living Room

We named this space The Living Room because that is exactly how we want it to feel. Whether you are dropping off documents, a few minutes early for an appointment, or just stopping by, this is a place to relax and settle in. Don't be surprised if a member of the FJP team pulls up a chair to say hello.

Our Client Café

Our Café is another favorite gathering spot. We have stocked the refrigerator with our clients' favorite drinks. Next time you are in and have a few extra minutes before an appointment, help yourself to something to eat or drink and make yourself at home. We want you to be at ease.

Advisor Offices

Our advisor offices were designed with you in mind. Large monitors make it easy to walk through your financial plan together, and every detail of the space, from the furniture to the layout, was thoughtfully chosen to make your time with us as comfortable and productive as possible.

Ready to Start the
Conversation?

Building wealth takes years of persistence and discipline. Making the most of what you have built takes expertise, careful planning, and the follow-through to align all of the moving parts. For decades, Financial Journey Partners has helped clients bring all the dimensions of their financial life, from investments and retirement income to tax and estate planning, long term care planning, and beyond, into one coordinated strategy, so the can stop wondering if they are on track and focus on what matters most to them.

Schedule a complimentary consultation with our San Jose team. It is a chance for us to get to know each otherand decide whether we are the right fit.

Financial Advisor in San Jose, CA