Fee-Only Financial Planners in:
Cupertino, California

These Cupertino, California Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Cupertino, California Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Karl Leal, CFP®
Leal Financial Planning
Campbell CA, San Jose CA, Sunnyvale CA, Santa Clara CA, Los Gatos CA, Cupertino CA, Mountain View CA, Milpitas CA, Saratoga CA, Santa Cruz CA
Fee Only Financial Planner Located in San Jose, CA and serving the entire region and clients across the country
Richard Schultz, CFP®
Schultz Financial Management Corp.
Cupertino CA, Orange CA, Irvine CA
Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley
Evor Vattuone, CFP®, EA
Aspire Planning Associates
Walnut Creek CA, San Mateo CA, Cupertino CA
Fee-Only Financial Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.
Joseph Alfonso, CFP®, ChFC®, EA, RICP®
Aegis Financial Advisory, LLC
Lake Oswego OR, Cupertino CA, Portland OR, San Francisco CA, San Jose CA, Lake Oswego OR, West Linn OR, Bend OR
Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.
Michael Chamberlain, CFP®, AIF
Chamberlain Financial Planning & Wealth Management
Sacramento CA, Campbell CA, Santa Cruz CA, Davis CA, Los Gatos CA, Santa Clara CA, Cupertino CA
Fee Only Financial Planner With Offices in Santa Cruz, Sacramento, and Campbell, CA Serving Clients Nationwide