Insights

Holistic Financial Independent financial services firm with a holistic planning approach, suggesting cross-sell opportunities across investments, cash flow, taxes, insurance, estate planning, mortgage financing, gifting, wealth creation, career transitions, and retirement strategies.

Mid-Sized Firm Small to midsize practice (11-50 employees) indicating personalized, high-touch service addressing affluent clients who may require tailored wealth management, planning strategies, and proactive ongoing advice.

Tech Enablement Utilizes digital tools and platforms (Google Analytics, Drupal, Wistia, LinkedIn) suggesting potential to leverage online client acquisition, content marketing, and analytics-driven targeting to expand reach.

Revenue Range Estimated annual revenue between one and ten million, signaling capacity for advisory services pricing, bundled wealth solutions, and scalable service packages to deepen client wallet share.

Strategic Expansion Presence in San Jose with potential to attract technology sector clients and executives, offering opportunities to partner with local firms for executive financial planning, retirement readiness, and employee benefit education.

C-J Advisory, Inc Tech Stack

C-J Advisory, Inc uses 8 technology products and services including Cloudflare CDN, Drupal, jQuery, and more. Explore C-J Advisory, Inc's tech stack below.

Cloudflare CDN

Content Delivery Network

Drupal

Content Management System

jQuery

Javascript Libraries

Modernizr

Javascript Libraries

Online Community Software

Wistia

Online Video Platforms

Google Analytics

Web Analytics

Adobe Fonts

Web Fonts

C-J Advisory, Inc Email Formats	Example	Percentage
First@cjadvisory.com	John@cjadvisory.com	100%

C-J Advisory, Inc Email Formats

Example

Percentage

First@cjadvisory.com

John@cjadvisory.com

100%

Frequently Asked Questions

What is C-J Advisory, Inc's phone number?

You can contact C-J Advisory, Inc's main corporate office by phone at

+1-408-657-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is C-J Advisory, Inc's official website and social media links?

C-J Advisory, Inc's official website is cjadvisory.com and has social profiles on LinkedIn.

How much revenue does C-J Advisory, Inc generate?

As of July 2026, C-J Advisory, Inc's annual revenue is estimated to be $1M - $10M.

What is C-J Advisory, Inc's NAICS code?

C-J Advisory, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does C-J Advisory, Inc have currently?

As of July 2026, C-J Advisory, Inc has approximately 11 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Founding Director: J. K.Independent Infrastructure Transaction Advisor: J. H.Brand Ambassador: G. M.. Explore C-J Advisory, Inc's employee directory with LeadIQ.

What industry does C-J Advisory, Inc belong to?

C-J Advisory, Inc operates in the Financial Services industry.

What technology does C-J Advisory, Inc use?

C-J Advisory, Inc's tech stack includes Cloudflare CDNDrupaljQueryModernizrLinkedInWistiaGoogle AnalyticsAdobe Fonts.

What is C-J Advisory, Inc's email format?

C-J Advisory, Inc's email format typically follows the pattern of First@cjadvisory.com. Find more C-J Advisory, Inc email formats with LeadIQ.

C-J Advisory, Inc

Q: What is C-J Advisory, Inc's official website and social media links?

C-J Advisory, Inc's official website is cjadvisory.com. C-J Advisory, Inc has social profiles on LinkedIn.

Q: How many employees does C-J Advisory, Inc have currently?

C-J Advisory, Inc has approximately 11 employees.

Q: What technology does C-J Advisory, Inc use?

C-J Advisory, Inc's tech stack includes UPS, Cloudflare CDN, jQuery, LinkedIn, Google Fonts API.

Q: What is C-J Advisory, Inc's NAICS code?

C-J Advisory, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

C-J Advisory, Inc. is an independent financial services firm that has offered guidance on all aspects of financial planning since 1980. It pursues a holistic planning approach, integrating investments with cash flow, income taxes, estate taxes, insurance needs, mortgage financing, charitable gifting, wealth creation, career transitions, and retirement choices.

Based in San Jose, California, the firm operates in the financial services industry and serves clients seeking coordinated, long-term planning. With a small to mid-sized team, it emphasizes independent guidance and a comprehensive view that links various elements of financial life to help clients reach their goals.

Insights

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