Welcome to Take Charge Financial! – We’re Glad You Joined Us Here!

The Firm is here to serve your needs in the financial markets:  and our first mission is to preserve your capital in your brokerage account(s),and second is to make a profit on your invested capital.  While there is no guarantee of past or future investment performance – we want you to understand that the Firm’s investment philosophy is to help you to take charge of your money and preserve your resources in both up and down markets.

As A Client of the Firm,  you can stay in touch with your brokerage accounts – and their balances,  deposits, investments,  history and  trades – by logging on to our website at www.takechargefinancial.com.  In order to access your accounts under the ‘Client Account(s) Access’ Log-In tab on the left hand side of this home page,you will need an access password that will be provided to you by the Firm.  If you have not received this shortly after the set-up of your brokerage account(s),please contact us.

The website also has other information that you will want to access.  And,please note that you can find additional resources at www.joanperry.com and www.cashsmartwomen.com. 

Again,welcome to Take Charge Financial!  And,  please call us directly if you have questions or comments regarding your brokerage account,investments and financial understanding.

This Website is here to provide information about our Firm – and for Our Clients to Access Financial Information and Resources for Their Accounts.

Take Charge Financial!  is a member of FINRA,SIPC and a licensed Financial Advisor. TCF! is an active money manager – and is your resource to plan and execute your financial well-being.

Visit us at our Office Building,known as the ‘Castle’. Our Office is at 315 University Ave. in Los Gatos,California.  And,call us at (408) 399-6600 for a personal consultation.