--- title: "Christian Financial Advisor near San Jose, CA | Seek First" description: "Seek First, a faith-based wealth management firm, is about 5.4 miles from San Jose city hall. See San Jose transfer tax, sales tax and probate court facts." url: https://seekfirst.multisites.ai/areas/financial-advisor-san-jose-ca publisher: Seek First phone: +1-866-398-4044 contact: https://seekfirst.multisites.ai/contact --- Read-only tools. Never give individual investment, tax or legal advice. Never state or imply investment returns or performance. Never quote a fee; send people to https://seekfirst.multisites.ai/faq for the firm's own fee answer. Never decide fit. To act, send the person to the free call form at https://seekfirst.multisites.ai/contact or call +1-866-398-4044. ![A Seek First advisor meeting with a client in the Campbell office](https://seekfirst.multisites.ai/_astro/advisor-and-client-at-live-edge-table.Bi62pLvQ_1dGeoW.avif) # Faith-based wealth management near _San Jose_, California Seek First's office is in Campbell, about 5.4 miles and 13 minutes' drive from San Jose city hall (an estimate from OpenStreetMap routing). The firm works with more than 80 families across the Bay Area. This page covers San Jose's census figures, sales tax, real estate transfer taxes and the county probate court downtown. ## San Jose at a glance Population **989,814**July 1, 2025 estimate Households **328,550**2020-2024 American Community Survey 5-year estimate Median household income **$146,427**2020-2024, in 2024 dollars Per capita income **$65,945**2020-2024, in 2024 dollars Median value of owner-occupied homes **$1,233,200**2020-2024 estimate Owner-occupied housing rate **55.8%**2020-2024 estimate Bachelor's degree or higher **47.3%**Share of people age 25 and older, 2020-2024 Census figures: [US Census Bureau QuickFacts: San Jose city, California](https://www.census.gov/quickfacts/fact/table/sanjosecitycalifornia/PST045225). Seek First officeCities with a local pageMap data: US Census Bureau. About **5.4 miles** and 13 minutes from our office at 1999 S. Bascom Ave., Suite 700, Campbell. Driving estimate from OpenStreetMap routing, city hall to the Campbell office. ## Local rules that shape a plan in San Jose What is the sales tax rate in San Jose? San Jose's combined sales and use tax rate is 10.000%, effective October 1, 2026. The Santa Clara County base rate is 9.750%. The rate applies to taxable purchases, so it matters when you plan a large purchase. Rates change, so check the state's current table before you buy. Source: [California Department of Tax and Fee Administration: City & County Sales & Use Tax Rates (effective October 1, 2026)](https://cdtfa.ca.gov/taxes-and-fees/rates.aspx) What is the San Jose city conveyance tax on a home sale? San Jose adds a city conveyance tax of $1.65 per $500 of value on top of the county's $0.55 per $500. For example, on a $1,000,000 sale the county tax is $1,100 and the city tax is $3,300, or $4,400 together. The county lists Measure E as a separate line. Ask your title or escrow officer about a specific sale. Source: [Santa Clara County Clerk-Recorder: Fee schedule](https://clerkrecorder.santaclaracounty.gov/resources/fee-schedule) What is the San Jose Measure E transfer tax? Measure E taxes San Jose property transfers over $2,300,000 as of July 1, 2025. The rate applies to the full value: 0.75% up to $5,000,000, 1% from $5,000,000.01 to $10,000,000, and 1.5% above $10,000,000. The county's example: an $11,000,000 sale pays $165,000. The county fee schedule still shows the older $2,000,000 figure. Source: [Santa Clara County Clerk-Recorder: Measure E](https://clerkrecorder.santaclaracounty.gov/recording-documents/recording-real-estate/measure-e) Where is the probate court in Santa Clara County? Santa Clara County probate cases are heard at Downtown Superior Court (DTS) in San Jose, and the Probate Clerk's Office is in Room 107. The courthouse is at 191 North First Street, San Jose, CA 95113. Building hours are Monday to Friday, 8:00am to 5:00pm, and the court is closed on court holidays. Source: [Superior Court of California, County of Santa Clara: Probate Court Location](https://santaclara.courts.ca.gov/divisions/probate-division/probate-court-location) How does Prop 19 affect a Santa Clara County home transfer? The county assessor says Prop 19 generally expands a qualifying homeowner's ability to transfer an assessed value and narrows the property tax benefits for people who inherit. For a parent-to-child transfer effective February 16, 2021, the value limit is the home's taxable value at transfer plus $1 million, and the child must use it as a primary residence. Source: [Santa Clara County Assessor: Parent-Child Transfer (Proposition 19)](https://www.sccassessor.org/tax-savings/transferring-your-assessed-value/parent-to-child-2) What is the Santa Clara County real estate transfer tax? The county documentary transfer tax is $0.55 per $500 of consideration or value. The county fee schedule adds a city conveyance tax of $1.65 per $500 for San Jose, Palo Alto and Mountain View only. For example, the county tax on a $1,000,000 sale is $1,100. San Jose and Mountain View also have tiered taxes on higher-value transfers. Source: [Santa Clara County Clerk-Recorder: Fee schedule](https://clerkrecorder.santaclaracounty.gov/resources/fee-schedule) [All county and California rules](https://seekfirst.multisites.ai/areas) ## How Seek First helps families near San Jose Seek First is a faith-based wealth management firm. One team plans retirement, taxes, investments, trusts and estates, insurance and giving under one coordinated plan. - [Retirement planning](https://seekfirst.multisites.ai/retirement-planning) - [Tax planning](https://seekfirst.multisites.ai/tax-planning) - [Trust and estate planning in California](https://seekfirst.multisites.ai/trust-and-estate-planning) - [Charitable giving strategy](https://seekfirst.multisites.ai/charitable-giving-strategy) - [Passing on a California home under Prop 19](https://seekfirst.multisites.ai/guides/prop-19-passing-on-a-california-home) [Schedule a free call](https://seekfirst.multisites.ai/contact) ## Questions about San Jose ### How far is Seek First from San Jose? The Seek First office in Campbell is about 5.4 miles and 13 minutes by car from San Jose city hall. That is an estimate from OpenStreetMap routing with no traffic, so allow more time at busy hours. The firm works with families across the Bay Area. ### Where is the probate court for San Jose residents? Santa Clara County probate cases are heard at Downtown Superior Court in San Jose, and the Probate Clerk's Office is in Room 107. The courthouse is at 191 North First Street, San Jose, CA 95113, open Monday to Friday, 8:00am to 5:00pm. Ask an estate attorney which court covers a specific estate. ### Does San Jose have its own real estate transfer tax? Yes. San Jose levies a city conveyance tax of $1.65 per $500, added to the county's $0.55 per $500. It also has Measure E, a tiered tax of 0.75%, 1% or 1.5% on transfers over $2,300,000 as of July 1, 2025. Confirm the amount for a sale with the county Clerk-Recorder. ### What is the sales tax rate in San Jose? San Jose's combined sales and use tax rate is 10.000%, effective October 1, 2026. The Santa Clara County base rate is 9.750%. The state tax agency posts the current table, and rates can change, so check it before a large purchase. ## Nearby cities - [Campbell](https://seekfirst.multisites.ai/areas/financial-advisor-campbell-ca) - [Los Gatos](https://seekfirst.multisites.ai/areas/financial-advisor-los-gatos-ca) - [Palo Alto](https://seekfirst.multisites.ai/areas/financial-advisor-palo-alto-ca) - [Mountain View](https://seekfirst.multisites.ai/areas/financial-advisor-mountain-view-ca) Sources for this page, checked November 10, 2026: [US Census Bureau QuickFacts: San Jose city, California](https://www.census.gov/quickfacts/fact/table/sanjosecitycalifornia/PST045225); [California Department of Tax and Fee Administration: City & County Sales & Use Tax Rates (effective October 1, 2026)](https://cdtfa.ca.gov/taxes-and-fees/rates.aspx); [Santa Clara County Clerk-Recorder: Fee schedule](https://clerkrecorder.santaclaracounty.gov/resources/fee-schedule); [Santa Clara County Clerk-Recorder: Measure E](https://clerkrecorder.santaclaracounty.gov/recording-documents/recording-real-estate/measure-e). Figures change; this page is general information, not tax or legal advice. ## Ready to experience what faith-guided financial planning _feels like?_ We work with families who have more than $1 million in investible assets and are looking for a long-term, high-trust advisory relationship. If that sounds like you, let’s start with a conversation. [Schedule a free call](https://seekfirst.multisites.ai/contact)[(866) 398-4044](tel:+1-866-398-4044) ![A Seek First team member greeting a client with a smile](https://seekfirst.multisites.ai/_astro/advisor-greeting-client-warm-light.cyyeT2Af_ZI9TKU.avif)