Hours & Locations

Santa Clara City Library

Meet a Certified Financial Planner

Financial Planning Day

Sign up for consultation on financial issues that matter to you with experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals at no cost. Whether you need guidance with basic financial planning or more specialized advice on retirement planning, investment strategies, estate planning, tax issues, insurance, or employee benefits, our highly competent and ethical financial planners will be able to assist you.

Register for an appointment.

 Piggy bank

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