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News & Events

Meet our Xceed Wealth Management Financial Consultant

Our Financial Consultants are registered with LPL Financial, and are dedicated to helping Xceed members work towards their retirement and investment goals. They provide a personal approach and offer their experience and expertise in investments, insurance, and wealth management.

An Xceed Wealth Management Financial Consultant will be on site to help answer any financial planning and investment questions you may have, and to help get you on the path towards meeting your financial goals.


Thursday, November 7, 2019
Thursday, November 14, 2019
Wednesday, November 20, 2019

11:00 A.M. – 2:00 P.M. PST

The Plant
2195 Monterey HWY,
Suite 50
San Jose, CA 95125

RSVP TO 800.932.9328

Contact Steven Barrett to schedule
a personal consultation

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