Correa Wealth Management

Welcome to Correa Wealth Management. By taking a more holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives.  We take  a "hands on" approach to financial guidance.  

As personal financial professionals, we can:

·         Help you clarify and define your goals

·         Recommend solutions designed to fit your needs

·         Deliver timely information

·         Explain how changing financial conditions affect you

·         Monitor your financial progress

·         Help make investment planning easier

Our website is an information resource designed to help you learn more about personal finance.  We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 

If you have any further questions, please call us at (408) 290-9914. We will be happy to help and look forward to talking with you.

Wells Fargo Advisors Financial Network, FiNet, Dean Correa, Correa Wealth Management, FInancial Advisor,  San Jose, CA