Financial Journey Partners Advertising Profile
Financial Journey Partners Company Overview:
We believe in providing comprehensive financial planning for our clients, using software from eMoney Advisor, who we believe is a leader in the industry. Clients have a portal with single sign on where they can see in one place their bank balances, investment accounts, monthly statements, financial planning and much more. Our goal is to use the great technology in the industry to provide the best experience we can for our clients. Start your journey with us today. Use this link to "Start Your Journey", or with the button above. You can also use this link to complete a Risk Free Analysis to help us work with you to design a portfolio based on your needs. How do we help our clients? We start by understanding the goals of our clients. Then we create and implement a comprehensive financial plan that is unique to them. What is active management of investments? We add more equities in strong markets and become more defensive in weak markets. Are the advisors Fiduciaries? Yes. Elaine Manley, Scott Manley and Linda Tjiputra are Fiduciaries. We are ethically bound to act in our client's best interest. Who is an ideal client? We partner long-term with higher income individuals and families accumulating assets as well as those at or near retirement, managing their investments based on their financial plan. Why is our office design unique? We provide an optimal experience based on client needs. We have a Café, Living Room and offices designed for their comfort. Explore our unique office design for yourself. What do we expect from our clients? We expect our clients to be engaged in the financial planning process and implement the agreed upon action items. They work with us in a courteous and respectful way and we do the same with them.
Primary Address
101 Metro Drive
San Jose, CA 95110
Financial Journey Partners Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Financial Journey Partners. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Financial Journey Partners's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Financial Journey Partners have?
Financial Journey Partners has 1 unique brands.
How much does Financial Journey Partners spend on media?
It is unknown how much Financial Journey Partners spends on media.
Financial Journey Partners Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Financial Journey Partners marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Financial Journey Partners?
The chief marketing officer at Financial Journey Partners is N/A.
How big is the Financial Journey Partners Marketing Team?
There are 4 staff members currently involved in marketing for Financial Journey Partners.
Linda T.
Financial Advisor
CA
Email:
Main Phone:
Direct Phone:
Assistant Name:
Assistant Phone:
Main Phone:
Direct Phone:
Assistant Name:
Assistant Phone:
Sample of Related Brands:
Social:
Elaine M.
Founder & Manager, Wealth
CA
Lynne H.
Client Experience & Digital Marketing Manager
CA
Arielle R.
Manager, Marketing Events & Client Care Specialist
CA
Financial Journey Partners Ad Spend 2025
This section digs into the specifics of the advertising spend at Financial Journey Partners and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Financial Journey Partners Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Financial Journey Partners, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Financial Journey Partners Media Mix
Explore a detailed breakdown of the last 12 months media spending for Financial Journey Partners across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into Financial Journey Partners marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Financial Journey Partners decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
Get your unfair advantage with Winmo
Request trial to view full profile and more!
Get full access to this profile & more!
Looking for a resource to grow your sales? Winmo helps you source more leads by connecting with the right prospects at the right time.
Financial Journey Partners Social Media Marketing Ad Spend
See whether Financial Journey Partners is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.