John Plaza
Financial Strategist at 835 Blossom Hill Road, Suite 220, San Jose, CA 95123
- Role
- Investment Advisor at Osaic
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Plaza
P: 40••••••20 E: j••••••••@osaicwealth.com I provide my clients…
Experience
Investment Advisor
Jan 1987 — Present
Skills
- 401k Rollovers
- Asset Management
- Finance
- Mutual Funds
- Management
- Wealth Management
- Investment Policy Statements
- Financial Advisory
- Public Speaking
- Wealth Preservation Planning
- Wealth Management Services
- Investment Policy
- 529 Plans
- Investment Strategies
- Investments
- Investment Advisory
- Etfs
- Alternative Investments
- Wealth
- Retirement Planning
- High Net Worth Individuals
- Financial Planning
- Customer Service
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