Best Investors Account Sign in
Claim This Profile
Current Employers
Fireside Financial Planning, Inc.

1975 Hamilton Avenue Suite 6A, San Jose, CA 95125-5630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-21
  • CA RA
    APPROVED
    Since 2025-11-21

Branch Locations

1975 Hamilton Avenue Suite 6A, San Jose, CA 95125-5630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fireside Financial Planning Inc San Jose CA 01/1997 Present
Fireside Tax Consulting Inc San Jose CA 12/1989 Present
Other Businesses

EMPLOYEE OF FIRESIDE TAX CONSULTING, INC. AT 1975 HAMILTON AVE STE 6A, SAN JOSE CA 95125, PREPARING TAX RETURNS AND PROVIDING OTHER TAX RELATED SERVICES. THE BUSINESS IS NOT INVESTMENT RELATED. I AM THE SOLE EMPLOYEE AND PRES/CEO OF THE FIRM. THE START DATE WAS 12/01/1989 AND THE NUMBER OF HOURS WILL VARY BASED ON THE TIME OF YEAR. THE AVERAGE WOULD BE 80 HOURS PER MONTH.

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor