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    19960 Stevens Creek Blvd Cupertino, CA 95014-2306 T: 408.863.6257
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Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
Expand your entrepreneurial reach with a new business
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership
Read
Read
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership
Protecting your privacy from data brokers
A practical guide to reclaiming your personal information.
Technology & Innovation
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
Read
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
Read
Correcting your retirement course
Plan B can turn into something beautiful.
Retirement & Longevity
Read
How to address career breaks
No longer red flags, resume gaps are getting a rebrand.
Business Ownership
The friendship wealth gap
The do’s and don’ts of navigating mixed-income relationships.
Family & Lifestyle
Commonsense tactics for maximizing productivity
Leverage your team members' strengths and use top talent strategically.
Business Ownership
How to manage caregiving while working
For individuals in caregiving roles, the combined pressures of work and home can become overwhelming. Support from employers can make all the difference.
Family & Lifestyle

The future at your fingertips

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  • Cupertino
  • Email: olympia_mendoza@addisonavenue.com
  • Cupertino: 19960 Stevens Creek Blvd Cupertino, CA 95014-2306
  • T: 408.863.6257
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Addison Avenue Investment Services and First Tech Federal Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. 

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