About BetterWealth · San Jose
BetterWealth is a registered investment adviser based in San Jose, California, focused on helping clients achieve financial clarity and better wealth through 'Enlightened Discipline' — a philosophy centered on tracking progress, focusing on controllable factors, and aligning financial actions with personal goals. The firm emphasizes transparency, education, and client engagement, with a team of certified financial planners and professionals dedicated to guiding clients toward long-term financial success. Their services are tailored to help individuals make informed, goal-oriented decisions rather than emotional ones.
BetterWealth, LLC is a registered investment adviser that provides financial planning and advisory services to clients in San Jose and surrounding areas. Their core philosophy, 'Enlightened Discipline,' encourages clients to track progress, focus on what they can control, and aim for what matters most in their lives. The firm’s team includes principals with credentials such as CFP® and CPA, and they offer personalized guidance on key financial matters and life events. They emphasize transparency, education, and client engagement, and are open to answering personal financial questions without obligation. Services are delivered through a structured process and supported by educational resources including papers, podcasts, blogs, and videos. The firm operates from a physical office at 1475 Saratoga Avenue, Suite 200, San Jose, CA 95129, and can be contacted via phone or email. They are not explicitly affiliated with any religious organization or faith-based mission.
- Serves
- San Jose, CA
About Our Team
We're here to serve you. At BetterWealth, we’re about asking the right questions for the right reasons for the right outcomes. BetterWealth is the outcome we strive for with every client. Our team is dedicated to taking the right steps to helping each of our clients be better informed, educated on key financial matters and life events, and engaged in pursuing better wealth based on what’s important in their lives.
Enlightened Discipline
BetterWealth is achieved through Enlightened Discipline: the discipline to track progress, focus on what you can control, and aim for what matters. ON TRACK Tracking helps you keep disciplined because you understand where you really stand, not just what the media is promoting or what your portfolio's annual return suggests. IN CONTROL When you understand what you can control and you take measures to control that to the best of your ability, what you can't control is less of a distraction in your financial life. ACHIEVING WHAT MATTERS When you can tie your actions to your goals, it gives you the perspective to make smart versus emotional decisions. When your financial plan is goal-oriented, you are much more likely to achieve success as you’ve defined it.
Our Team
Our team is always ready to answer your questions and constantly be moving you towards financial clarity and better wealth.
- Scott Stauffer, CFP®, MBA, Principal
- Andrew Howard, CFP®, Principal
- Jesse Lownsbury, CFP®, CPA, Principal
- Sue Cox, Chief Compliance Officer
- Jodee Lownsbury, CFP®, Director of Financial Planning
- Joanne Venegas, Client Service Associate
- Heidi Bohn, MBA, Client Relationship Associate
- Miranda Smith Soeder, FPQP, Client Relationship Associate