We typically schedule meetings Monday through Thursday from 9:00am to 4:00pm and on Friday between 9:00am and 2:00pm. While our office will remain closed for the rest of 2020, we are regularly holding client meetings by Phone, Video, or In-Person (upon request).
For In-Person meetings, please note that we have limited availability. If you do not see a time that works best for you, feel free to contact your advisor directly. Scott Stauffer can be reached at (408) 660-3537 and Andrew Howard at (408) 673-9702.
You can schedule your meeting by using the online calendar below, or simply contact us at (408) 659-2390 or email@example.com. We look forward to hearing from you.