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 Palo Alto, 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 Palo Alto, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Meredith Schneider
CFP®
Schneider Wealth Management
Palo Alto, CA
Specialties: Employee Stock - ISO, NQ, RSU's, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Over 26 years CFP™ in Palo Alto & Redwood City providing financial planning & investment management for tech executives & engineers. Clients are smart & savvy professionals in their 30's - 50's+ with a net worth from $5 Million to over $50 Million.
David Meyers
CFP®
Meyers Wealth Management
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Palo Alto, CA and Serving Clients Nationwide
Bruce Barton
CFP®, CFA®
Parkworth Wealth Management, Inc.
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Gatos, CA, helping executives and professionals live their best financial life.
Ariadne Horstman
CFP®, RLP®
Tamarind Financial Planning
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Socially Responsible Portfolios, International Planning & Advice, Retirement Income Planning
For over a decade, Ariadne Horstman, CFP®, has been using her financial planning skills, training, and experience to help families and individuals make effective choices for their financial lives.
Jane Beule
CFP®, MBA, TEP, GFP
Griffin Black, LLC
Redwood City, CA
Specialties: Comprehensive Financial Planning, MId-Career Financial Independence, US-India Cross-Border Wealth, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning
We serve tech & bio-tech executives & professionals in the Bay Area & beyond, including mid-career clients who wish to embark on financial independence. We also uniquely serve the Indian-American community in the US and Americans residing in India.
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
Randa Hoffman
MBA, EA
RADIANT Wealth Planning, LLC
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Preparation
RADIANT Wealth Planning, LLC is dedicated to transforming the financial lives of successful, busy professionals. Located in Palo Alto, CA, serving clients locally and across the country.
Lavina Nagar
CFP®
Maya Advisors, Inc.
Palo Alto, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Palo Alto, CA, serving clients locally and across the country
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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)
