• Raymond James & Associates, Inc. - Trevor Schwartz

    • Financial Advisors/Tax Services
    150 Almaden Boulevard, Suite 1375
    San Jose, CA 95113
    (408) 279-1724
    (877) 486-2174
    (408) 279-6163 (fax)
    • About

      My purpose is to help families achieve the lifestyle they envision. I'm a CERTIFIED FINANCIAL PLANNERâ„¢ professional who takes an organized, holistic approach to financial management.

    • Upcoming Events