Fee-Only Financial Planners in:
Santa Clara, California

These Santa Clara, 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.

Santa Clara, California Financial Planners

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

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...

David Blain, CFA®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office
Nancy Coumou, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Madeline Valente, CFP®
BlueSky Wealth Advisors
New Bern NC, Pleasanton CA, Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
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
Aaron Szager
BlueSky Wealth Advisors
Santa Clara CA
Fee-Only Financial Planner Serving Clients from BlueSky's Santa Clara, CA Office
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