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 Redwood City, 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 Redwood City, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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
Patrice Cresci
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Estate and Generational Planning, Tax Planning, College Education Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Carolyn Kelly
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Investment Advice with Ongoing Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
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.
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.
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.
Thuong Thien
CFP®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Equity Compensation, Retirement Planning, Investment Management (including ESG), Tax Planning, Charitable Planning
I provide financial planning and investment management to executives, business owners, and those who are 5-15 years from retirement.
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
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.
Clari Nolet
CFP®, CDFA®
Team Hewins
Redwood City, CA
Specialties: Comprehensive Financial Planning, Divorce Financial Planning, Investment Advice with Ongoing Management
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
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)
