Building Dreams Fundraiser 2025
May 29, 2025
J.R. Financial’s CEO, James Rukstalis, spoke at the Building Dreams Fundraiser for the Bill Wilson Center. We are proud to support local charities, like the
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At J.R. Financial, we believe everyone should have access to ethical financial planning. The world of finance and making important financial decisions can be daunting and scary. We are here to remove that fear and give you the information you need so that you can be confident in navigating your financial future.
We help guide you through financial planning, estate planning, tax preparation, wills and trusts, home refinancing, and much more.
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Our team members have professional certifications and a wealth of experience in advising clients for their financial and estate planning needs (Click the certifications below to learn more).
J.R. Financial’s CEO, James Rukstalis, spoke at the Building Dreams Fundraiser for the Bill Wilson Center. We are proud to support local charities, like the
In 2024, J.R. Financial proudly sponsored and attended all three Viva CalleSJ events, bringing financial expertise directly to the community. Our team made one of
San Jose’s Parks, Recreation, and Neighborhood Services held the “Community of Learning: Financial Literacy” workshop, where Andrew Christian, VP of Community Outreach at J.R. Financial
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