Ranked #14 in San Jose
United Planners Financial Services
Guide Score: 16/100
United Planners Financial Services — Accounting And Tax in San Jose, CA
Verified April 16, 2026
United Planners Financial Services is a accounting and tax professional based in San Jose, CA. Contact them for a consultation.
How We Scored United Planners Financial Services
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- Licensed, CPA, CFA, MBA → 4/20 pts
- Press Recognition
- 0 mentions → 0/15 pts
- Web Presence
- 5/10 pts
- Experience
- 39 years → 0/10 pts
- Profile Completeness
- 7/5 pts
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
- Licensed
- CPA
- CFA
- MBA
Frequently asked questions
- What is United Planners Financial Services's ranking among CPAs in San Jose?
- United Planners Financial Services is ranked #14 in San Jose with a Guide Score of 16/100. This score is based on Google reviews, professional 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: Licensed, CPA, CFA, MBA. These are verified against public professional registries.
- 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.