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
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
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
Soo Yeon Kim
CFP®, EA
BlueSky Wealth Advisors
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
Bronwyn Shone
CFP®, MFA, EA
EP Wealth Advisors
Walnut Creek, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Jay Hutchins
CFP®, AEP®, AIFA®, 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
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)
