Fee-Only Financial Planners in:
San Jose, California
These San Jose, 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.
San Jose, California Financial Planners
Tools & Tips
Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.
This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...
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...
Aegis Financial Advisory, LLC
Leal Financial Planning
Tracy Lasecke - Silicon Valley Wealth Advisors, LLC - San Jose CA
Bill Oakes, EA, CFP® - Bill Oakes EA, CFP - San Jose CA
Scott Yang - Silicon Valley Wealth Advisors, LLC - San Jose CA
Chris Duke - Silicon Valley Wealth Advisors, LLC - San Jose CA
Bruce Barton, CFP®, CFA, MBA - Parkworth Wealth Management, Inc. - San Jose CA, Palo Alto CA