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 Los Gatos, 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 Los Gatos, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Maximilian Gonda
CFP®
Savant Wealth Management
Los Gatos, CA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Anna Sergunina
CFP®
MainStreet Financial Planning
Los Gatos, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Mark Astrinos
CFP®, CPA/PFS, RLP®
Libra Wealth
Los Gatos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Gatos, CA, San Francisco, CA, and Santa Cruz, CA serving clients locally and across the country
Cynthia Flannigan
CFP®
MainStreet Financial Planning
Los Gatos, CA
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Jennifer Bush
CFP®
Intentional Wealth Partners
Los Gatos, CA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Divorce Financial Planning, Building Wealth, Financial Planning for Business Owners
At Intentional Wealth Partners, we’re not just financial advisors. We’re the people who help you think things through, talk things out, and stay steady when life gets complicated.
Michal Zyla
CFP®
Savant Wealth Management
Los Gatos, CA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Bruce R. Barton
CFP®, CFA®, MBA
Savant Wealth Management
Los Gatos, CA
Specialties: Comprehensive Wealth Management, Equity Compensation Planning, Concentrated Stock Position Management, Stock Options & RSU Strategies, Liquidity Event Planning, Accounting & Consulting Services, Tax Planning, Advisory & Preparation, Financial Planning, Retirement Income Planning, Estate Planning & Wealth Transfer, Investment Management, Company Retirement Plans, Trust Services, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Refine Your Search
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)
