Financial Management Consulting locations near Cupertino, CA

Showing 1–10 of 10 results

Westside Property Management Company

📍 19925 Stevens Creek Blvd, Cupertino, CA, 95014

📞 408-393-2710

🌐 www.wspmanagement.com

Property management company. Serving San Jose CA, Cupertino CA, Campbell CA, Los Gatos CA, Santa Clara CA, and the South Bay Area. Professional Property Management Services and Real Estate Services. Westside Property Management Company, LLC was founded in 1979 by Steven Larson. A native Californian who grew up in the Santa Clara Valley, Steven has successfully served the needs of Bay Area investors and homeowners for more than 30 years. Westside Property Management Company specializes in single family, townhouse, condominium, and multiple-unit dwellings. In addition to property management services, Steven is also a licensed Real Estate Broker (DRE# 00699279) and owner of Westside Real Estate Services, which offers complete buying, selling, and/or 1031 tax deferred exchange services. He has been awarded #1 RE/MAX Agent in Silicon Valley and has also has been ranked as one of the top 25 agents in Silicon Valley by San Jose Magazine. Westside Real Estate Services provides real estate services in the Bay Area, Placer County, and Nevada County. For more information on the real estate services provided, please visit http://www.wspmanagement.com or http://www.stevenlarsonrealestate.com

Edward Jones - Financial Advisor: Todd Bergstrom

📍 21710 Stevens Creek Blvd Ste 135, Cupertino, CA, 95014

📞 408-973-0629

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Novus Ventures

📍 20111 Stevens Creek Blvd Ste 130, Cupertino, CA, 95014

📞 408-252-3900

🌐 www.novusventures.com

Locally owned and operated. See us for all your needs.

Cali Financial Management Co.

📍 10497 S De Anza Blvd, Cupertino, CA, 95014

📞 408-973-9200

Future Legacy Management

📍 21631 Stevens Creek Blvd, Cupertino, CA, 95014

📞 408-446-3337

Bacon Financial Management Company

📍 PO Box 510, Cupertino, CA, 95015

📞 408-253-5522

Kauleo Consulting

📍 19925 Stevens Creek Blvd, Cupertino, CA, 95014

📞 408-343-4123

Somorjai Marika Financial Planner

📍 21631 Stevens Creek Blvd, Cupertino, CA, 95014

📞 408-446-1333

PAU & Tran Wealth Management

📍 21070 Homestead Rd, Cupertino, CA, 95014

📞 408-636-7770

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.