Thielen & Associates, Inc
At Thielen & Associates, Inc. we provide financial solutions for sustainable change. Our team of wealth management professionals has decades of experience analyzing clients’ unique needs and lifestyles, assessing their goals, and helping map out a plan that allows them to pursue the financial success they desire. Our sophistication in working with high-net-worth families, individuals, and business owners, coupled with our well-researched and proven investment process helps to ensure that our clients' overall financial picture is optimized. Regardless of economic and market conditions, we navigate our clients through changing situations with tailored advice and one-on-one support. Securities offered through Cetera Wealth Services LLC, member FINRA Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Thielen & Associates, Inc. is not a registered broker/dealer or registered investment advisory firm. 591 West Hamilton Avenue Suite 201 Campbell, CA 95008 Phone: 408-871-5900
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- MM
Maricel Mendiola
Administrative Assistant · Finance & Accounting
EmailPhone - JT
Jeremy Thielen
General Partner - Tax & Wealth Strategies · Other
EmailPhone - MT
Marisa Thielen Fugate
General Partner, Wealth Management Advisor - Tax & Wealth Strategies · Other
EmailPhone - AC
Anna Chew
Accountant · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Thielen & Associates, Inc
6 distinct titles indexed · top 6 shown.
- 1accountant
- 1administrative assistant
- 1asset management
- 1executive assistant
- 1general partner - tax & wealth strategies
- 1general partner, wealth management advisor - tax & wealth strategies
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