5706 Cahalan Ave #23891 San Jose, CA 95123-9998

Our Services

Building the Plan and Executing

What we do

Liquid Equity Partners is in the business of helping businesses and individuals achieve their success.

Business Services

Our Business Services is more than what you get from the usual business coach.  It’s not about seeing how much work you can do before you snap or reach a success level.  It’s about a partnering to growing your company in an efficient way that produces more revenue and happy customers.

Personal Services

Our Personal Services is driven by our Financial Architects to help an individual or family build a solid financial platform with financial assets that do not depend on the stock market, but collect interest and grow at a steady rate. We also plan for life’s twists and turns to help mitigate risk.


Expert Consultation

Subject Matter Experts that support our processes and deliver higher impact value.

Real Action

We believe in momentum and we like to make sure our process keeps moving.  That is why we are very hands-on.

Working With You

Collaboration is key when we are developing a plan.  We work alongside you to succeed at developing the best plan.

On-Going Support

We don’t throw the plan over the wall and expect you to figure it out.  We can support you through the implementation and beyond.

Discover How We Can Help You Achieve Your Financial Goals

Our financial architects are experts in both business services and individual services. We can help you find the solution that can benefit your goals.

We offer free consultations just for you.  Sit down with one of our financial architects to go over where you are financially and how you can reach your goals.  Whether your needs are business plan development, financial analysis, business funding, retirement planning, saving for college, or life protection, we have the solution for you.