financial.independence@lpl.com

Home
About
Educational Content
Account View
Risk Questionnaire
Resources
Contact Us

Contact

Our Office

5201 Great America Parkway

Suite 320

Santa Clara, CA 95054

Phone: 408-988-8200

Mon-Fri: 8:30 AM - 5:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 408-988-8200

5201 Great America Parkway

Suite 320

Santa Clara, CA 95054

Series 7 and 24 registrations held through LPL Financial

financial.independence@lpl.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states:

Alaska, Arizona, California, Colorado, District of Colombia. Florida, Idaho, Illinois, Massachusetts, New Jersey, New York, North Carolina, Oregon, Rhode Island, Texas and Washington.