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Ask a question, request a workshop, or tell us what you would like to understand better. We will reply the way you prefer.

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Our office

Yosemite Gold Financial Center 2077 Gold St. Suite 108 Alviso, CA 95002 (408) 368-2446

Team Yosemite Inc., doing business as Yosemite Gold Financial Center.

Quick answers about getting in touch. Cannot find what you need? Call us at (408) 368-2446.

How do I book a Complimentary Check-Up?

Choose a time on our check-up booking page, or call the office at (408) 368-2446 and we will find a time with you.
What happens after I send a message?

A member of our team reads every message and replies using the contact method you choose on the form.
Can you give me tax or legal advice?

No. Yosemite Gold Financial Center does not provide tax or legal advice. We explain how financial and insurance options work, and we encourage you to speak with a qualified tax professional or attorney about your own situation.
Can my organization request a workshop?

Yes. Businesses, schools and community groups can request a free workshop on our Workshops for Organizations page.
I am an existing client. How do I schedule my annual review?

Book it on our Schedule Your Annual Review page, or call the office at (408) 368-2446.
Will you send me text messages?

Only if you check the text message box on the form. It is optional, you can reply STOP at any time to opt out, and message and data rates may apply.

Resources & tools

No sign-up, no cost. Enter a few numbers, answer a few questions, and get a clearer picture before you ever sit down with Dr. June.

Savings Calculator

See how steady deposits and compound interest work together to grow your savings over time.
Debt Roll-Up Calculator

Map out a debt snowball: clear one balance, then roll that payment into the next until every debt is paid.
Risk Profile Questionnaire

Nine quick questions to help you understand your own comfort with financial risk, and your ability to take it.