San Jose

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

Retirement Plan Rollovers
Retirement Income Planning
Portfolio Management
Estate Planning Services
Education Funding
Company Stock Option Planning
Tax-Exempt Municipal Bonds

Our Team

Our team is located at

99 Almaden Boulevard, Suite 300, San Jose, CA, 95113, USA

Our Advisors

Find all advisor profiles here

Michael Schipper

Senior Managing Director - Complex Director

Ralph Short

Managing Director - Branch Network Director

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Neil Parekh

Wealth Management Consultant

Neil spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Neil works diligently to address clients’ unique situations.

Thad Beller

Alternative Investments Consultant

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

Linh Hoang

Wealth Management Banker

In the wealth management banker role, Linh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Michelle Gilly

Insurance and Annuity Consultant

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Cynthia Stacy

Retirement Plan Consultant

Cindy is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Antoine Burrell

Trust Consultant

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Let Us Help You Grow More Than Wealth