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The Alameda Financial Group
The Alameda Financial Group
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The Alameda Financial Group

1541 The Alameda, Suite A San Jose, CA 95126

Phone:

  • (408) 213-6930

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • Key Tax Law Changes to Higher Education Coming Soon

    The One Big Beautiful Bill Act includes many provisions that affect higher education.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

  • Navigating Financial Conversations with Aging Parents

    Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

More Calculators »

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor.  Member FINRA/SIPC. Alameda Financial Group and IFG are unaffiliated entities. 

Licensed to sell securities in the following states: CA, CO, CT, DC, FL, ID, MT, NC, NJ, NV, OR, TX, & WA.

No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.  There is no guarantee that our investment processes will be profitable.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck