Thielen & Associates, Inc.

Thielen & Associates, Inc. Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Thielen & Associates, Inc., Accountant, 591 W Hamilton Avenue, Ste 201, Campbell, CA.

Paula Thielen, Ph.D., MBA, CGMA, CPA/PFS, Wealth Management Advisor, Tax & Wealth Strategies

Jeremy Thielen
CPA, PFS General Partner, Tax & Financial Strategies

Marisa Thielen Fugate
Wealth Management Advisor, General Partner, Tax & Wealth Strategies

We're proud to share that Thielen & Associates, Inc. has been recognized in Accounting Today's 2026 Wealth Magnets ranki...
07/10/2026

We're proud to share that Thielen & Associates, Inc. has been recognized in Accounting Today's 2026 Wealth Magnets ranking! This recognition reflects our commitment to delivering personalized guidance that integrates tax and investment advice to optimize financial outcomes. We appreciate the opportunity to build lasting relationships with our clients as we help them pursue their financial goals. https://www.accountingtoday.com/data/the-2026-wealth-magnets?utm_campaign=45273654-Accounting%20Today%20-%20Top%20Firms%20by%20AUM%20-%202026&utm_medium=email&_hsenc=p2ANqtz-82rYufbrkNLxvWCLwM5_Wov9Q2ZGpt5mEobjBaGEXUfKEKCPmkwhO90aBxcxFfg8uKjlbBZNl9K-4TpiQa793FHRyWt-cUFC0H7n6y4Pwv3gBAJJo&_hsmi=422744418&utm_content=422744418&utm_source=hs_email

07/02/2026

Divorce is more than an emotional transition. It can also bring significant financial uncertainty. While it's easy to focus on the immediate decisions, taking a thoughtful approach can help protect your financial future.

On the blog, Marisa Thielen Fugate shares practical guidance for navigating the financial side of divorce, from organizing your finances and managing cash flow to understanding the tax implications of major decisions.

If you or someone you know is navigating this life transition, these insights are a valuable resource. Read the full blog here: https://www.thielenassociates.com/news-and-resources/blog/maintaining-financial-resilience-amid-a-divorce

Common investing myths can make getting started feel intimidating, causing some people to miss or delay opportunities to...
06/29/2026

Common investing myths can make getting started feel intimidating, causing some people to miss or delay opportunities to build wealth.

However, the reality is that successful investing isn't about perfect timing or having a large starting balance. It requires a comprehensive strategy that aligns with your goals and staying consistent over time as you weather market ups and downs.

The sooner you begin learning and participating, the more time your investments have to benefit from the power of long-term growth.

This month, Paula Thielen attended the American Institute of Certified Public Accountants Engage 2027 event, focused on ...
06/29/2026

This month, Paula Thielen attended the American Institute of Certified Public Accountants Engage 2027 event, focused on expanding industry knowledge and staying current on the latest trends, strategies, and insights. At Thielen & Associates, we believe that investing in knowledge is another way we invest in the clients we serve.

Insurance is about more than just about policies. It's also about protecting the people who depend on you. Whether it's ...
06/25/2026

Insurance is about more than just about policies. It's also about protecting the people who depend on you. Whether it's your spouse, children, business partners, or aging parents, having the right coverage in place can help provide financial stability when life takes an unexpected turn.

A quick review today can help ensure your plan still accounts for the needs of those who matter most.

06/17/2026

Parents want to give their children every opportunity to succeed, but as education costs continue to rise, many families find themselves balancing competing priorities: supporting their children while also planning for their own financial future.

In our latest blog, we explore how parents and grandparents can thoughtfully support future educational opportunities without sacrificing their own long-term financial independence. Read more: https://www.thielenassociates.com/news-and-resources/blog/funding-your-childs-future-without-sacrificing-your-own

06/16/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman, CFA reminds us that a Fed hold may not be exciting, but consistency counts. See more in https://cetera.com/research-and-insights

Address

591 W Hamilton Avenue, Ste 201
Campbell, CA
95008

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Thielen & Associates, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Thielen & Associates, Inc.:

Shortcuts

Share

Category