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Who We Serve

Many of our clients come to us after realizing that managing their wealth requires more time and expertise than they have available. Some clients have had previous relationships with other advisors but realized that our firm was a better fit for their needs.

If you have more than $500,000 in assets and are seeking personalized, high-quality wealth management services, we may be right for each other.

Contact us to schedule a complimentary consultation. We'll discuss your financial goals and explore whether Excelcia Financial Group is the right financial partner to help you achieve them.
99 Almaden Blvd. Suite 880 San Jose, CA 95113
Tel: 408-261-3300 Fax: 408-261-3979 Email: admin@excelcia.com
@2009 Excelcia. All Rights Reserved.