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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

Videos

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

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • Look Out for Observation Care

    The use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers.

  • Read a Good Beige Book Lately?

    The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.

  • Will You Pay a Medicare Surcharge?

    The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.

  • 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

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

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