How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Plans

C Denise Brodersen, CFP, CPWA

Senior Vice President–Wealth Management

Personal & Community

  • Hobbies include traveling, golfing, entertaining
  • Sports Enthusiast
  • Treasurer for Los Altos - Mountain View PONY Baseball, Inc. 2011 - 2020
  • The Harker School Parent Development Council 2006 - 2017
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MI
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • UT
  • WA

Education

  • Bachelor of Science in Commerce, University of Santa Clara

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8430

Email Me

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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