Skip to main content
The Alameda Financial Group
The Alameda Financial Group
  • Home
  • About Us
  • Our Services
  • Our Process
  • Our Investment Philosophy
  • Resources
    • Videos
    • Articles
    • Newsletters
    • Calculators
  • Contact Us
  • Client Login
    • NetX 360 Investor
    • eWealthManager
    • RightCapital

The Alameda Financial Group

1541 The Alameda, Suite A San Jose, CA 95126

Phone:

  • (408) 213-6930

Videos

We have interesting videos for you to watch on my site.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • Navigating Financial Conversations with Aging Parents

    Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.

  • Consider Roth for Tax-Free Income

    Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

  • HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information

    Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.

  • Is Tip Fatigue Wearing You Out?

    Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.

More Newsletters »

Calculators

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators »

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor.  Member FINRA/SIPC. Alameda Financial Group and IFG are unaffiliated entities. 

Licensed to sell securities in the following states: CA, CO, CT, DC, FL, ID, MT, NC, NJ, NV, OR, TX, & WA.

No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.  There is no guarantee that our investment processes will be profitable.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

  • Privacy Policy
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck