Ranked #16 in San Jose
United Planners Financial Services
Directory information score: 35/100
United Planners Financial Services — Accounting And Tax in San Jose, CA
Profile updated May 2, 2026
United Planners Financial Services is an accounting firm proudly serving San Jose, CA. The team holds professional credentials including licensed, cpa, cfa. Reach them at 4809910225. Visit their website to learn more about their work. Located at 3150 Almaden Expressway, San Jose, CA, 95118.
Directory information score for United Planners Financial Services
Fixed points summarize recorded information, not service quality. Missing data adds no points and may explain a lower score. Listed credentials and press mentions are not independently verified by this score.
- Public rating
- N/A/5 → 0 / 35 points
- Review Volume
- 0 reviews → 0 / 20 points
- Listed credentials
- CPA, CFA, MBA → 2.5 / 5 points
- Listed press mentions
- 5 mentions → 0 / 3 points
- Web Presence
- 16.5 / 20 points
- Recorded history
- 39 years → 2 / 2 points
- Profile information
- 14 / 15 points
Key facts
- Founded
- 1987
- Managing Partner
- More Than
- Team size
- 41
- Based in
- San Jose, CA
- Address
- 3150 Almaden Expressway, San Jose, CA, 95118
- Website
- https://www.unitedplanners.com/
- Phone
- 4809910225
- Certifications
- CPA
- CFA
- MBA
Press mentions
Frequently asked questions
- What is United Planners Financial Services's ranking among CPAs in San Jose?
- United Planners Financial Services is ranked #16 in San Jose with a Directory information score of 35/100. This score is based on recorded public reviews, listed credentials, press recognition, web presence, and experience.
- What services does United Planners Financial Services offer?
- United Planners Financial Services's specific services are not yet catalogued in our directory. Review the firm's website at https://www.unitedplanners.com/ or contact the firm directly for their current service offerings.
- What credentials does United Planners Financial Services hold?
- United Planners Financial Services holds the following credentials: CPA, CFA, MBA. These are recorded profile claims. Confirm current standing with the relevant professional registry.
- Where is United Planners Financial Services located and what areas do they serve?
- United Planners Financial Services is based in San Jose, CA. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact United Planners Financial Services?
- To engage United Planners Financial Services: Visit https://www.unitedplanners.com/ to review their services, or call 4809910225. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.