Empowerment Financial Guidance, LLC

Empowerment Financial Guidance, LLC (CRD# 304421) is a financial advisory firm headquartered in San Jose, CA. They manage $15,862,662 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4030 Moorpark Avenue, Suite 250, San Jose, CA 95117
https://www.linkedin.com/in/billweihmancfp/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $344,840
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Empowerment Financial Guidance, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Margaret Stephan, financial advisor San Jose CA
Margaret M. Stephan
CRD#: 4057895
4030 Moorpark Avenue, Suite 250, San Jose, CA 95117

Margaret Stephan (CRD# 4057895) is an Investment Advisor Representative working at Empowerment Financial Guidance, LLC in San Jose, CA and has over 14 years of experience in the finance industry.

2
William Weihman, financial advisor San Jose CA
William T. Weihman
CRD#: 4949679
4030 Moorpark Avenue, Suite 250, San Jose, CA 95117

William Weihman (CRD# 4949679) is an Investment Advisor Representative working at Empowerment Financial Guidance, LLC in San Jose, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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