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408-942-6888

Your Partners for Success Since 1977

Financial Planning

  • Analysis of current financial position
  • Asset management and investment planning
  • Asset protection
  • Cash management and budgeting
  • Development of individual financial objectives
  • Education planning
  • Financial counseling for upper level management employees
  • Financial issues of marriage and divorce
  • Retirement and financial independence planning
  • Risk management and insurance analysis
  • Trust and estate planning and compliance

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    Office Location

    Crawford Pimentel
    Certified Public Accountants
    2150 Trade Zone Blvd. #299
    San Jose, CA 95131
    Phone: (408) 942-6888
    Fax: (408) 942-0194
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