Finance & Loans

KeyPoint Credit Union - Brokaw

KeyPoint Credit Union - Cupertino

KeyPoint Credit Union - Milpitas

KeyPoint Credit Union - Santa Teresa

PremierOne Credit Union, Almaden

PremierOne Credit Union, Arques Ave

PremierOne Credit Union, Asbury

PremierOne Credit Union, Gilroy

Stakeholder - For Profit & Public

3Nickels

3Nickels brings clarity, calm & perspective to your finances. We help you understand how your options connect, where each path can take you & you step by step guidance for every financial decision.

Stakeholder - For Profit & Public

CEFCU

Edward Jones - Financial Advisor : Da... Stakeholder - For Profit & Public

Edward Jones - Financial Advisor : Davinder Gupta

Edward Jones - Financial Advisor: Sha... Stakeholder - For Profit & Public

Edward Jones - Financial Advisor: Shane Jacksteit

Edward Jones - Thomas Boscardin Stakeholder - For Profit & Public

Edward Jones - Thomas Boscardin

Community Partner - Brass

F3 Credit Union

Stakeholder - For Profit & Public

FFB Bank

First Republic Bank Stakeholder - Monthly For Profit & Public

First Republic Bank

Stakeholder - For Profit & Public

Global Financial Impact -Arnaldo Ortiz / Maria Valenzuela

Community Partner - Bronze

KeyPoint Credit Union

Stakeholder - For Profit & Public

Meriwest Credit Union

Stakeholder - For Profit & Public

Mission City Federal Credit Union

Stakeholder - For Profit & Public

Nova Wealth Partners

AI-powered financial insights, experienced guidance for executives, entrepreneurs, business owners, families—focused on wealth protection, retirement, insurance, business planning, legacy strategies