What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Petaluma, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Petaluma, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Autumn Kruse
CFP®
Kruse Financial Strategy
Petaluma, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Petaluma, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.
Matthias Giezendanner
CFP®, EA
San Francisco Wealth Planning LLC
Petaluma, CA
Specialties: IPOs & Liquidity Events, Comprehensive Financial Planning, Equity Compensation, Incentive Stock Option Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner working with technology professionals navigating equity compensation, the exercise and sale of incentive stock options, and IPOs and liquidity events serving clients in San Francisco and the Bay Area.