Fee-Only Financial Advisors in Cupertino, CA

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 Cupertino, 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 Cupertino, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Daniel Goodman

CLU®, CFP®

Sierra Pacific Financial Advisors, LLC

Cupertino, CA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Risk Mitigation & Planning

A Fee-Only, Independent Firm With Offices in Pleasanton, Cupertino, and Oakland, CA, providing an array of services for your unique financial needs

Evor Vattuone

CFP®, CFS®

Aspire Planning Associates

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA

Joseph Kuo

CFP®, CMA®

Abundance Wealth Planning, LLC

Newark, CA

Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)

Fee-Only financial planner located in Fremont, CA, serving clients locally and across the country

Lloyd Yamada

CFP®

Aspire Planning Associates, Inc.

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planners serving the Greater Bay Area, in Cupertino, San Mateo & Walnut Creek, CA areas.

Richard Schultz

CFP®

Pacific Investment Research

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley

I can work with clients anywhere!

Joseph Alfonso

CFP®, ChFC®, EA, RICP®, RSSA®

Aegis Financial Advisory, LLC

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving San Francisco Bay and Portland, OR areas.

Janet Wan

CFP®, CPFA

Sierra Pacific Financial Advisors, LLC

Cupertino, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Concentrated Stock Positions Strategy, Employer-Sponsored Retirement Plan – 401k, Defined Benefit plan

A Fee-Only, SEC Registered Investment Advisory Firm, providing unique financial solutions for professionals with equity reward compensations, near retirees and doctors in private practices

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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