News

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March 23rd 2023

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We are excited to announce that Desousa Financial has entered into an agreement to partner with Northern California Planners and their advisor Edward Santos. The partnership will occur on May 1st, 2023 after business hours.

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On March 28th, 2023 The Desousa Financial location located at 39159 Paseo Padre Parkway will close permanently, the new physical location will be 5635 Stratford Circle Suite B-27 Stockton CA 95207.

 

Both Agents will travel to your home, virtual or a specified location if preferred

 

Northern California Planners shares the same values as us. Partnering with them will allow us to offer more products, services, and a convenient branch location.

 

If you are a current client of Desousa Financial, the only thing you’ll notice is a name change. All the financial services and advisors you love will continue to serve you. Your accounts and services will also remain the same.

 

If you have any questions about the Partnership, please give us a call at 510-797-4211, and we will be happy to assist you.

 

Respectfully,

 

 

John De Sousa
Registered Representative
DeSousa Financial
39159 Paseo Padre Pkwy Suite 309
Fremont, CA 94538
Phone: 510-797-4211
Fax: 510-797-6205
john@desousafinancial.com
CA Insurance license # 0490102

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Edward Santos
Financial Advisor
Northern California Planners
5635 Stratford Circle, Suite B-27
Stockton Ca 95207
Phone: 209-476-8095
Fax: 209-476-8088
esantos@planmembersec.com
CA Insurance License # 0D62927