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Schedule a Meeting

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 is generally open by appointment only, we regularly hold client meetings by Phone or Video, or In-Person. 

For In-Person meetings, 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, Jim at (408) 673-9986 and Andrew Howard at (408) 673-9702. 

We look forward to hearing from you.