Investment services in Santa Clara, CA

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Independent * Comprehensive * Personalized Investment Advice and Planning

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We are a comprehensive financial advisory firm serving the South Bay Area. We help individuals, families, and business owners save, grow, protect, and enjoy their money through thoughtful, goal-driven financial planning. Our services include holistic financial planning and guidance across major financial decisions such as cash flow and budgeting analysis, debt and student loan reduction strategies, career and job-change financial planning, major financial decision support, real estate purchase and sale analysis, investment and asset management, retirement planning and IRA rollovers, education funding strategies, estate and legacy planning coordination, tax projections, tax strategies, and tax-efficient investing. We also provide risk management and insurance solutions including life, health, disability, long-term care, key person coverage, and insurance policy reviews. Additional services include company benefits and executive compensation review, qualified and non-qualified retirement plans such as 401(k), 403(b), 457, defined benefit and defined contribution plans, deferred compensation strategies, business and wealth strategies, alternative investments, and self-funded pension plans. We take an objective, personalized approach to help clients make confident financial decisions and build long-term financial security.

Established in 1991, Intel Capital makes investments in companies around the world that generate financial returns, further the company's strategic objectives and support its key business initiatives. The company has offices in more than 25 countries. It is a subsidiary of Intel Corporation. Intel Capital has invested in many companies, including Actions Semiconductor, India Infoline.com, Inktomi Corporation, Marvell Technology Group, MySQL, NIIT Limited, Rediff.com India and VA Linux Systems. The company has invested more than US$9 billion in over 1,000 companies in approximately 46 countries. Intel Corporation is one of the largest semiconductor chipmakers in the world. It develops advanced integrated digital technology products, primarily integrated circuits, for industries, such as computing and communications.

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, Darren Bado 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.

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.