Contact Financial Knowledge Institute

It is important to feel you have control over your future. At Financial Knowledge Institute, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

If you would like to learn more about Financial Knowledge Institute or would like to schedule a no-obligation meeting, please contact us today!

Contact Us


333 W. Santa Clara St. Suite 604
San Jose, CA 95113