A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Redwood City, CA:
Zac Riera
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Elena Song
CFP®
Team Hewins, LLC
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
William Masse
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Dan Federman
CFP®
EP Wealth Advisors
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Jane Beule
CFP®, MBA, MLA, TEP
Griffin Black, Inc.
Redwood City, CA
Specialties: Comprehensive Financial Planning, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning
Fee-Only Financial Advisor serving clients nationally and internationally.
Ryan Ignacio
CFA®, CFP®
EP Wealth Advisors
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Joseph Kuo
CFP®, CMA®, MBA, Certified Grief Recovery Specialist
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
Carolyn Kelly
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Thuong Thien
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Charitable Planning
I provide financial planning and investment management to executives, business owners, and those who are 5-15 years from retirement.
Sheila McGinn
CFP®
Brightview Financial Solutions, LLC
Redwood City, CA
Specialties: Employer stock (concentrated positions), Investment Management, Comprehensive Financial Planning, College Education Planning, Buying a home or investment property
Fee-Only financial planner located in San Francisco and Redwood City, CA, serving clients in the San Francisco Bay area and beyond.
Julie Chan-O'Rourke
CFP®, MBA
EP Wealth Advisors
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Patrice Cresci
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
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
Certified Financial Planner™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives and engineers for over 22 years. Clients are smart and savvy professionals in their 30's - 50's with assets ranging from $2 Million to over $50 Million.
Clari Nolet
CFP®, CDFA®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually 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)
