At Thielen & Associates, Inc. we provide financial solutions for sustainable change. Our team of wealth management professionals has decades of experience analyzing clients’ unique needs and lifestyles, assessing their goals, and helping map out a plan that allows them to pursue the financial success they desire. 

Our sophistication in working with high-net-worth families, individuals, and business owners, coupled with our well-researched and proven investment process helps to ensure that our clients' overall financial picture is optimized. Regardless of economic and market conditions, we navigate our clients through changing situations with tailored advice and one-on-one support.


Contact
 
Phone: 408-871-5900
Fax: 408-871-5905

Paula Thielen, Ph.D., MBA, CGMA, CPA/PFS, Wealth Management Advisor, Tax & Wealth Strategies


Contact
 
Phone: 408-871-5900
Fax: 408-871-5905

Jeremy Thielen
CPA, PFS General Partner, Tax & Financial Strategies

Marisa Thielen Fugate
Wealth Management Advisor, General Partner, Tax & Wealth Strategies

Securities offered through Cetera Wealth Services LLC, member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Thielen & Associates, Inc. is not a registered broker/dealer or registered investment advisory firm.

591 West Hamilton Avenue
Suite 201
Campbell, CA 95008

Phone: 408-871-5900

Thielen & Associates, Inc.

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Thielen & Associates, Inc.

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