Skip to main content
The Alameda Financial Group
The Alameda Financial Group
  • Home
  • About Us
  • Our Services
  • Our Process
  • Our Investment Philosophy
  • Resources
    • Videos
    • Articles
    • Newsletters
    • Calculators
  • Contact Us
  • Client Login
    • NetX 360 Investor
    • eWealthManager
    • RightCapital

The Alameda Financial Group

1541 The Alameda, Suite A San Jose, CA 95126

Phone:

  • (408) 213-6930

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • Accounts for Two: A Team Approach to Retirement Savings

    Even if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy.

  • Could Employee Ownership Be Part of Your Succession Plan?

    An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.

  • Catch Up for a More Comfortable Retirement

    Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.

  • HOT TOPIC: Tariffs: How They Work and Potential Economic Effects

    During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Savings Accumulation

    Estimate the future value of your current savings.

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.

  • Privacy Policy
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck