Community Outreach

At J.R. Financial, we are passionate about demystifying the world of finance and making it accessible to everyone. We believe that financial literacy is the foundation for economic empowerment and a brighter future. That’s why we invest our time and resources into community outreach. Through a variety of initiatives, including seminars, webinars, school visits, partnerships with local organizations, and other endeavors, we actively engage with the public to provide educational opportunities.

Our team of experienced financial advisors are dedicated to breaking down complex concepts, answering questions, and addressing common misconceptions. We are proud to play an active role in fostering financial literacy within our community. Please contact us if you are interested in having J.R. Financial speak or present at absolutely no cost to you or your organization.

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Upcoming Events:


  • “Strategies to Maximize your Social Security” Seminar- Tuesday July 23rd & Thursday July 25th
  • Silicon Valley Pride- Sunday August 25th
  • “Strategies to Maximize your Social Security” Seminar- Tuesday August 27th & Thursday August 29th
  • Viva Calle San Jose- Sunday September 8th

Previous Events

Silicon Valley Pride 2023

Yesterday, J.R. Financial joined Silicon Valley Pride in Downtown San Jose, and we had a wonderful time connecting with our diverse & proud community! We

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