Broker Check

Our Firm

Adriaan Financial Associates is an independent financial services company with an office in Cupertino, California. Aldo Adriaan is the President of Adriaan Financial Associates and has been serving financial clients for over 15 years. We focus on

✔ Wealth Planning
✔ Wealth Management 
✔ Helping to create tax managed retirement income
✔ Estate planning and considerations. 

Our clients are interested in a long-term financial counseling relationship. Most of our clients do not have the time, temperament or interest in delving into the confusing world of retirement and insurance and therefore need advice and guidance on establishing a plan of action and monitoring it every 6 to 12 months. They also need a financial professional who is available to answer questions when various life events influence changes in their finances.

We focus on preparing clients for retirement. 

The most valuable part of our compensation is referrals from our customers to their friends. We are paid via commissions by investment, life insurance, and long-term care companies for executing and managing transactions for our clients. We offer our clients multiple solutions to choose from as we represent a number of different financial vendors, and we help our clients choose what solution fits them best.

For us its the relationship and the referrals that builds the business, not an individual transaction.
Wealth Creation and Management is a Process not an Event!

We have a retirement income planning focus and focus on addressing retirement questions such as:

  1.  When will I have enough money to retire?
  2.  Am I doing the right things to meet my retirement goals?
  3.  Can you help me understand my retirement vehicles and help me manage them?
  4.  How long can I make my retirement funds last?
  5.  Can you help me with tax managed retirement accounts?

We work with retirement solutions such as:

  • IRAs
  • 401(k) plans
  • Mutual funds
  • Annuities

We also work with college savings, life insurance, and long-term care solutions, and are passionate about helping our clients reach retirement free of debt, including mortgage debt.

Please feel free to email your questions to [email protected] or call Aldo directly at 408-205-0146. We look forward to helping you take care of your retirement and other financial needs.

We work mostly by referral and do appreciate referrals for a job well done.

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