Milpitas has a fair number of small financial service business, some franchised with large companies, and some individually owned an operated. Also check banks and credit unions for financial advising services. Accountants Alan David, CPA Tax planning, bookkeeping. 1313 N. Milpitas Blvd. #200 408-439-5933 Karen Hahn, CPA, CVA, MST Accounting, tax, investing & financial services. Useful page about record retention. 500 E. Calaveras. Blvd., Suite 333, 408-263-8888 Investment Advice Lincoln Financial Advisors Thomas J. Valore Certified Financial Planner Practitioner, Certified Senior Advisor Lincoln Financial Advisors Corp., 408-946-0703 Guardino Financial Group Sal is a Certified Financial Planner™ practitioner and Mortgage Broker who holds a MBA from Santa Clara University. 1313 N.…