We Opened a New Office in San Jose

Plancorp News

 Chris Kerckhoff By: Chris Kerckhoff

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

We’re thrilled to welcome a new wealth manager, Daniel Lee, to lead the office. Both a CFP® and CFA, Daniel has worked for a Bay Area RIA for 11 years and is also a financial planning instructor at UC Berkeley Extension. He’ll be joined by one of our wealth managers and fellow CFP®, Sean Kyle, who was previously based in St. Louis. 

This region represents an important growth area for our firm—plus, around half of our California clients are already located in the Bay Area. We've envisioned opening an office here since we began our partnership with BrightPlan, and we look forward to doing great things together for our clients.

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There is a certain level of understanding and expertise that comes with growing with a company, and it is readily apparent in the way Chris leads our team. Always approachable but never caught off guard, Chris guides the firm with one eye on maintaining Plancorp’s unique culture and the other on growing our business. More »