Fee-Only Financial Planners in San Carlos, CA

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 San Carlos, CA:

Tom Lo


Vested Financial Planning, LLC

San Carlos, CA

Specialties: Employee Equity (RSUs, ISOs, NQSOs, ESPP), Comprehensive Financial Planning, Investment Management

Fee-Only financial planner located in San Carlos, CA, serving Gen X Silicon Valley tech professionals locally and across the country

Jan Schalkwijk


JPS Global Investments

San Carlos, CA

Specialties: Investment Management, ESG / Impact / Socially Responsible Investing, Tax Optimization, Financial Planning, Retirement Income Planning, Employee Equity, Charitable Giving / Legacy Planning

Investment advisor to clients who wish to have their portfolios reflect their values and deliver on their financial goals. Serving clients in the San Francisco Bay Area (by appointment) and across the country using virtual services.

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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)

    NAPFA Consumer Tools PDF

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