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 Pleasanton, 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 Pleasanton, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Tom Rasmussen
CFP®
BlueSky Wealth Advisors, LLC
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pleasanton, CA, serving clients locally and across the country
Jay Hutchins
CFP®, AEP®, AIF®A, MS
The Wealth Conservatory
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Janet Wan
CFP®, CPFA
Sierra Pacific Financial Advisors, LLC
Pleasanton, 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
Daniel Goodman
CLU®, CFP®
Sierra Pacific Financial Advisors, LLC
Pleasanton, 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
Yun Cho Messina
FRM®
Sierra Pacific Financial Advisors, LLC
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Customized Investment Management, Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Pleasanton, CA, serving clients locally and across the country
David Blain
CFA®
BlueSky Wealth Advisors
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Small Business Advice, Investment Management, Real Estate Investing, Tax Planning
Fee-Only Financial Planner Serving Clients from BlueSky's New Bern, NC Office
Madeline Valente
CFP®
BlueSky Wealth Advisors
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office
Steven Bell
CFP®, MBA
The Wealth Conservatory
Livermore, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Planner with offices in New Hampshire, Missouri, and California
Bronwyn Shone
CFP®, MFA, EA
EP Wealth Advisors
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
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John Gjertsen
CFA®, CFP®, EA
BlueSky Wealth Advisors, LLC
Pleasanton, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in New Bern, NC, serving clients locally and across the country
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)
