Financial consulting in Santa Clara, CA

Image1of3

Altura's goal is to help you gain a strong understanding of your estate, what concerns potentially face you, and help determine what solutions you have available to fix and/or prevent problems in the future. We offer a free One-on-One financial review with one of our licensed Advisors. Contact us to learn how we can help you.

I have been helping clients manage and grow their wealth since 2003 and currently manage more than $400 million in client assets. I specialize in retirement planning, 401(k)s, IRAs, and brokerage account management. I also design customized growth and income portfolios in-house, allowing investment strategies to be tailored to each client’s individual goals, risk tolerance, and financial needs. My focus is on providing thoughtful, personalized investment management and helping clients build a clear strategy for their financial future.

Image1of2

As a financial planner, I have the privilege of helping individuals and families achieve their personal and financial goals. By addressing your concerns and understanding what is most important to you, I will develop a comprehensive financial plan to help guide you through every stage of life. Outside of work, my wife, Kathy, and I spend a lot of time cooking, working out, and searching for our next dog to adopt (Boston terrier or Saint Bernard or both). EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Clara, CA area, Jing Chien will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.