Financial Management Consulting locations near Atherton, CA

Showing 1–10 of 10 results

Vista Wealth Management LLC

📍 306 Cambridge Ave, Palo Alto, CA, 94306

📞 650-331-7530

Barastone LLC

📍 777 Mariners Island Blvd Ste 750, San Mateo, CA, 94404

📞 650-802-0800

Titus Wealth Management

📍 411 Borel Ave, San Mateo, CA, 94402

📞 650-579-0162

LFS Asset Management

📍 181 2nd Ave Ste 600, SAN MATEO, CA, 94401

📞 650-344-1700

Pwjohnson Wealth Management

📍 2051 Grant Rd, Los Altos, CA, 94024

📞 650-336-7082

Teknowledgies, LLC

📍 1030 E El Camino Real, Sunnyvale, CA, 94087

📞 408-691-0394

Teknowledgies, LLC, is a Silicon Valley-based consulting service. It was founded by Kim Lain and Tom Doherty who, collectively have over four decades of experience and expertise to offer. Our goal is to provide exceptional business consulting services to companies of all types and sizes. PROVIDING CONSULTING SERVICES IN ACCOUNTING AND FINANCE Teknowledgies offers accounting and finance consulting including financial analysis, budgeting, forecasting, costing, risk management, financial system integration, metrics/scorecard development, and policy/procedure implementation. In addition we can develop and exercise complex monetization models to drive sales, including strategic and tactical plans supported by business/financial analysis. We will create ROI models utilizing multiple revenue streams and go-to-market strategies to support product and service launch decisions and long-term results. Kim Lain is the lead consultant on all accounting and finance projects. DELIVERING CONSULTING IN PRODUCT MARKETING AND MANAGEMENT A key component of any successful company is its product management process. We have decades of experience, education, expertise, and ultimately success is launching and maintain products. We get it. We can help you understand product lifecycle management, including the latest advances such as agile product management, and help you create and manage products that are not only market leaders, but also extremely profitable. Product marketing is another key expertise for Teknowledgies. We understand all aspects of how to get customers to find, learn about, and ultimately buy your product. This includes PR, print ads, web advertising, SEO/SEM, blogs, Twitter, newsletters, white papers, sales training and incentivizing, and much, much more. Tom Doherty is the lead consultant on all product management and product marketing projects.

Financial Review Services

📍 3561 Homestead Rd 304, Sta. Clara, CA, 95051

📞 408-873-9460

Locally owned and operated. See us for all your needs

Pinecrest Wealth Management LLC

📍 39355 California St Ste 210, Fremont, CA, 94538

📞 510-713-1880

Spinnaker Wealth Management

📍 433 Airport Blvd Ste 207, Burlingame, CA, 94010

📞 650-340-8478

🌐 spinnakerwealth.com

Urda Wealth Management Inc.

📍 39817 Paseo Padre Pkwy, Fremont, CA, 94538

📞 510-770-8732