San Jose (North) Branch
Open Today from 9:30 - 6
Branch Information
Located in The Concourse Retail
1757 Technology Drive, Suite 10
San Jose, CA 95110
Phone: (408) 436-9480
Fax: (408) 436-9486
Branch Hours
Monday - Thursday: 9:30 - 6
Friday: 9:30 - 6
Saturday: Closed
Sunday: Closed
Branch Services
- Surcharge-free ATM
- Accepts ATM Deposits
Meet Our Team
Experience, trust, efficiency, knowledge and service best describes my two plus decades in real estate financing. I am passionate about helping my clients find the best solution to meet their financial goals and needs, and would love the opportunity to work with you! Please reach out to me.
Apply with Norm WhitemanNorm has offices in:
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San Francisco (Financial District) Branch
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Belmont Branch
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Palo Alto Branch
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San Jose (North) Branch
CA Insurance License #0K04812
As a Financial advisor, I am committed to helping my clients achieve their financial goals and secure their financial future. With 20 years of experience in the financial industry and a deep understanding of various financial instruments, I provide personalized financial advice and investment strategies tailored to each client’s unique needs.
My educational background includes a master’s degree in public administration, as well as various certifications and licenses, such as series 6, Series 7, Series 63, Series 65, and Insurance. I constantly strive to stay up to date with the latest market trends, economic developments, and investment opportunities, and use this knowledge to inform my clients investment decisions.
I believe that communication is key to building strong relationships with my clients, and I work closely with each one to understand their financial objective, risk tolerance, and investment preferences. Whether they are in the accumulation phase or about to explore the complex income replacement options available to retire, I am here to help. I help simplify this process of planning by understanding their goals, implementing, and monitoring the strategies to help them maintain the lifestyle they want to live during retirement.
In addition to my work as a financial advisor, I am committed to giving back to my community and supporting various charitable organizations. I believe that financial success is not just about personal wealth, but also about making a positive impact in the communities that we live in and work.
Sneh has offices in:
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Fremont Branch
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San Jose (North) Branch
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San Jose Branch
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Hayward Branch
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San Ramon Branch
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Dublin Branch
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San Jose (South) Branch
Current Rates
Auto Loan Rates
New or Used Vehicles: 6.000% APR
Mortgage Rates
30-YR Fixed Rate Conforming Mortgages: 6.5% (6.523% APR)
Certificate Rates
Become a Member
Join Provident as a member-owner and enjoy personalized service, great rates, and a community that cares about your financial health.