Best Financial Planning Schools Near San Jose, CA (2026)

San Jose, California has 1 accredited school offering financial planning programs. San Jose has a population of about 990,054. Median household income is $141,565 (Census ACS 2023, 5-year). About 46.5% of adults 25+ hold a bachelor’s degree or higher. In the San Jose-Sunnyvale-Santa Clara, CA metro area, the top-earning financial planning-related role is Financial Managers at a median $225,280 annually (BLS OEWS, May 2025).


Closest Financial Planning Schools to San Jose

The accredited institutions listed below are the closest in our directory that offer financial planning programs near San Jose, ranked by BOC Score and straight-line distance from San Jose city center. The list is rebuilt from federal IPEDS data on every site update.

How We Rank Schools

Every school list on this site is ordered by the BOC Score, computed from the most recent school-level data published by the U.S. Department of Education (College Scorecard and IPEDS). To qualify, a school must be currently operating and accredited by an agency recognized by the U.S. Department of Education. Each eligible school is then scored on five measures, percentile-ranked against schools at the same credential level:

  • Graduation rate 30%
  • Median earnings, 10 years after entry 25%
  • Average net price (lower is better) 20%
  • Retention rate 15%
  • Fully online availability 10%

Schools without enough outcome data appear after ranked schools, without a score. On this page, schools are ordered by distance from San Jose. Advertising never affects these rankings. Read the full methodology.

Ranked by BOC Score โ€” U.S. Dept. of Education outcome data. Advertising never affects rankings.

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#1

Golden Gate University

San Francisco, CA 45.2 miles from San Jose
  • 4 year
  • Offers a fully online program
62.7 BOC Score
Graduation rate 46%
Median earnings, 10 yrs after entry $87,434
TuitionContact school for pricing
Contact
Key stats
  • Programs offered: 27

Source:IPEDSCollege Scorecard

#2

California Lutheran University

Thousand Oaks, CA 270.0 miles from San Jose
  • 4 year
  • Offers a fully online program
68.3 BOC Score
Graduation rate 76%
Median earnings, 10 yrs after entry $68,712
Avg net price $30,109/yr
TuitionContact school for pricing
Contact
Key stats
  • Retention rate: 80%
  • Programs offered: 60

Source:IPEDSCollege Scorecard

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#3

Biola University

La Mirada, CA 318.5 miles from San Jose
  • 4 year
  • Offers a fully online program
61.2 BOC Score
Graduation rate 70%
Median earnings, 10 yrs after entry $56,778
Avg net price $31,495/yr
TuitionContact school for pricing
Contact
Key stats
  • Retention rate: 85%
  • Programs offered: 67

Source:IPEDSCollege Scorecard

Source: IPEDS / College Scorecard (2023 cohort). Browse all California schools on the California financial planning page.


Financial Planning Wages Near San Jose

San Jose is part of the San Jose-Sunnyvale-Santa Clara, CA metro area (BLS area code 41940). Where MSA-level wages are published, the table below shows MSA medians; otherwise it falls back to California statewide.

Occupation Median Wage Source COL-Adjusted (US=100)
Personal Financial Advisors $136,820 San Jose-Sunnyvale-Santa Clara, CA $123,931
Financial Managers $225,280 San Jose-Sunnyvale-Santa Clara, CA $204,058
Financial and Investment Analysts $144,910 San Jose-Sunnyvale-Santa Clara, CA $131,259
Accountants and Auditors $121,700 San Jose-Sunnyvale-Santa Clara, CA $110,236
Financial Examiners $123,750 San Jose-Sunnyvale-Santa Clara, CA $112,092
Securities, Commodities, and Financial Services Sales Agents $100,030 San Jose-Sunnyvale-Santa Clara, CA $90,607
Loan Officers $95,090 San Jose-Sunnyvale-Santa Clara, CA $86,132
Credit Counselors $80,680 San Jose-Sunnyvale-Santa Clara, CA $73,080

Source: BLS, May 2025 Occupational Employment and Wage Statistics. The U.S. Bureau of Labor Statistics publishes wage data at the metro (MSA) and state level – not by individual city.


San Jose at a Glance

Metric Value Source
Population 990,054 Census ACS 2023 5-yr (B01003)
Median household income $141,565 Census ACS 2023 5-yr (B19013)
Adults 25+ with bachelor’s+ 46.5% Census ACS 2023 5-yr (B15003)
Regional Price Parity (US=100) 110.4 (above U.S. average) BEA RPP 2024

Other San Jose-Area Cities With Financial Planning Programs


Frequently Asked Questions

How many accredited financial planning schools are near San Jose, CA?

Our directory has 1 accredited schools offering financial planning programs near San Jose. The closest is Golden Gate University in San Francisco, CA (45.2 miles), and the farthest of the schools shown is Golden Gate University (45.2 miles). 1 of the highlighted schools is flagged as offering distance education.

What are the highest-paying financial planning roles near San Jose?

Based on BLS OEWS May 2025 wage data, the top-paying financial planning-related roles near San Jose are: Financial Managers ($225,280), Financial and Investment Analysts ($144,910), Personal Financial Advisors ($136,820). These reflect MSA-level medians where published, with California statewide fallback for occupations not reported at the metro level.

Should I look at programs in Campbell instead of San Jose?

Campbell, CA is 6.0 miles from San Jose and has its own set of local financial planning programs – see the city’s page. For online programs, distance matters less; for hybrid or in-person formats, comparing both can help.

Is San Jose an affordable place to study financial planning?

San Jose’s median household income of $141,565 (Census ACS 2023) is one input. Online programs let students stay in San Jose while attending lower-cost out-of-state schools, and California public universities often offer reduced in-state online tuition.

How do I verify a program is accredited?

Confirm institutional accreditation via the U.S. Department of Education database (U.S. Dept. of Education database), and check for any program-specific accreditation listed by the school.


Learn More About Financial Planning Programs

Other Programs Available in San Jose

Compare every accredited online degree program with city-level data for San Jose:

Data verified: September 7, 2026. Salary, employment, and tuition figures on this page are sourced from the U.S. Bureau of Labor Statistics (OEWS May 2025; Employment Projections 2024โ€“2034) and the U.S. Department of Education College Scorecard (2023 cohort). The source agency and data year are cited inline with every statistic.