Fee-Only Financial Advisors in Pleasanton, 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 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

I can work with clients anywhere!

Madeline Valente


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

I can work with clients anywhere!

Bronwyn Shone


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

I can work with clients anywhere!

Joseph Kuo


Financial Life Focus, 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

Janet Wan


Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Daniel T. Goodman


Sierra Pacific Financial Advisors, LLC

Pleasanton, CA

Gary Alt

Monterey Private Wealth, Inc.

Pleasanton, CA

Steven Bell


The Wealth Conservatory

Livermore, CA

Palbir Nijjar

Smart Path Wealth Management, LLC

Pleasanton, CA

Jay Hutchins


The Wealth Conservatory

Pleasanton, CA

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

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

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

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

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

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