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Guiding You To Your Dream Retirement


True North is a financial advisor firm located in San Jose, CA. We simplify financial planning by focusing on what matters most, guiding clients toward meaningful legacies and secure retirements anchored in their unique 'True North.’

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Ready to Start your Financial Journey? ------------------------ (408) 217-2704

Our Values

Your Financial Compass

We design financial plans tailored to your unique journey. With personalized paths to solutions, we help you stay on course toward your ‘true north’—long-term stability and success.

Knowledge Is Key

Get answers when you need them, without extra fees or hesitation. Our open-door approach to education means you’re never alone in understanding your financial path.

Building Legacies

Creating a meaningful legacy isn’t just about wealth; it’s about impact. We’re here to simplify every step, giving you the support to build something enduring for generations to come.

The Team

The Team

We care about every step of your journey! Our team has over 50 years of combined experience in the financial services industry, and understand how important your individual path is to a strong financial plan. We take time to understand your unique situation, your goals, and your dreams to help secure a meaningful legacy for you and your family!

Our Services

We offer financial services designed to guide you to achieving your long-term goals. Our services include:

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RETIREMENT PLANNING

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TAX STRATEGY

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INSURANCE STRATEGIES

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LIFESTYLE ANALYSIS

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Frequently Asked Retirement Questions

How much money do I need to retire?

The amount depends on your lifestyle, expenses, and retirement goals. We create personalized retirement income strategies to ensure financial security.


We help you maximize savings through 401(k) plans, IRAs, Roth IRAs, annuities, and other tax-advantaged retirement accounts to build a secure and reliable retirement income.

Am I on track for retirement?

We conduct a comprehensive retirement analysis to assess your financial situation, adjusting your plan as needed.


We then create a tailored retirement plans including 401(k) rollovers, IRAs, Social Security strategies, and income planning to reach your goals.

More FAQs

Ready To Start Your Financial Journey?

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What is most important to you?

Our professionals have over 50 years of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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