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 San Francisco, 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 San Francisco, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Helping tech professionals make confident decisions about equity, retirement, and what’s next. 27+ years of data-driven, human-centered planning for engineers, executives, and founders navigating complex financial lives.
Alex Caswell
CFA, CFP®, EA
Wealth Script Advisors
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Equity Compensation, Investment Management, Tax Planning, Real Estate Strategy, Estate Planning
Boutique Wealth Management Handcrafted for People in Tech: maximize your equity, minimize your taxes, optimize your wealth.
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.
Jason Co
CFP®
CoPlanning Financial
San Francisco, CA
Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning
We offer ongoing service on tax focused financial planning and flat fee investment management far below 1% for accounts above $1M. Our client base is about 2/3 Asian Americans and 1/3 non-Asian. Jason Co, CFP® is fluent in Cantonese and Mandarin.
Jane Beule
CFP®, MBA, TEP, GFP
Griffin Black, LLC
Redwood City, CA
Specialties: Comprehensive Financial Planning, MId-Career Financial Independence, US-India Cross-Border Wealth, Business Transition Planning, Retirement Income Planning, Investment Management, Tax Planning, College Funding Planning
We serve tech & bio-tech executives & professionals in the Bay Area & beyond, including mid-career clients who wish to embark on financial independence. We also uniquely serve the Indian-American community in the US and Americans residing in India.
Shawn Tydlaska
CFP®, MBA
Tessara Wealth
Burlingame, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Stock Option Planning, Equity Compensation
Fee-Only financial planner located in the San Francisco Bay Area serving high-achieving women and their families. We work with clients locally and across the country.
Christina Empedocles
CFP®
Insight Personal Finance
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Climate Smart Real Estate Planning, Business & Self-Employment Planning, Tax Planning, Estate Planning Review, Insurance Planning
Climate-smart financial planning for professionals, families, and entrepreneurs. As fee-only, fiduciary financial advisors, we’ll help you navigate an uncertain world with confidence.
Brian Pon
CFP®, EA
Apella Wealth
Larkspur, CA
Specialties: Holistic Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning, Small Business Retirement Plans
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in North Bay, San Francisco and the East Bay.
William Kan
CFP®, CFA, MBA
Candent Capital, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Investment Management & Advice, Retirement Savings & Income Planning, College & Education Planning, Tax Planning, Debt Financing & Management Strategies, Stock Compensation & Employee Benefits, Real Estate Investment Coaching, Charitable Giving, Estate Planning
Fee-Only, virtual financial planning practice located in San Francisco, CA, serving clients locally and nationwide
Deirdre Hegarty
CFP®
Branch & Bloom Financial Planning, LLC
Menlo Park, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, College Education Planning, Tax Planning
Fee-Only financial planner located in the San Francisco Bay Area serving clients locally and across the country. Many of my clients are navigating equity compensation or assessing their retirement planning strategy.
Don Martini
CFP®, CFA®
Envision Financial Planning
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Personal Budgeting and Cash Flow, Risk Management, Estate Planning
Our mission is to empower busy professionals and their families to achieve their future financial goals. I am a fee-only planner based in San Francisco, CA, serving clients locally and nationwide
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
Oakland, CA
Specialties: Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Falcon Wealth Planning: Tax-Centric Wealth Management Designed to Help You Keep More of What You Earn. We Build, Manage, and Protect Your Legacy Through Every Stage of Life.
Kim Wohler
RSSA®, CFP®
Apella Wealth
San Francisco, CA
Specialties: Holistic Financial Planning, Retirement Income Planning, Social Security Filing Strategy, Tax Planning, Socially Responsible Investing (SRI) , Investment Management
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in the North Bay, San Francisco and the East Bay.
Faith Counio
CFP®, MBA
Chrysadia Financial
Newark, CA
Specialties: Equity Compensation - RSUs, Stock Options, ESPPs, Company Stock, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Institutional Investment Consulting
Fee-Only financial planner serving mid-career women in tech.
Jennifer Coffey Smith
MSAPM, CFP®
Financial Connections Group, Inc.
Larkspur, CA
Specialties: Holistic Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in North Bay, San Francisco and the East Bay.
Brett Davalos
EP Wealth Advisors
San Francisco, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Mark Astrinos
CFP®, CPA/PFS, RLP®
Libra Wealth
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Gatos, CA, San Francisco, CA, and Santa Cruz, CA serving clients locally and across the country
Elizabeth Prindle
CFP®
SAS Financial Advisors, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
SAS Financial Advisors, LLC is a San Francisco-based Registered Investment Advisory firm providing fee-only financial planning and investment management services to individuals, families, and professionals.
Ira Fateman
M.Ed., CFP®
SAS Financial Advisors, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A fee-only financial planner with expertise in behavioral financial planning and investment management available locally in San Francisco, CA and virtually.
Carolyn Masline
CFP®, CDFA®, ABFP™, MBA
CareGen Wealth Management
San Mateo, CA
Specialties: Women's Financial Planning Issues, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Optimization Plans, Insurance, Estate Planning and Gifting Legacies, Stock Options and Employee Equity Compensation, Strategies for Funding Early Retirement Lifestyles, Strategies for Funding Late in Life Care
Empowering women with financial means to more strategic financial decisions, for themselves and those they care about. Located in the San Francisco Bay Area, serving clients locally and across the country.
Kevin Cheeks
CFP®, CSRIC®
ImpactFI
San Francisco, CA
Specialties: Equity Compensation Planning, Tax Planning, Comprehensive Financial Planning, Investment Management, Direct Indexing, ESG/SRI/Sustainable Investing, FIRE Planning
Independent, fee-only financial planner and CFP® professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. Located in San Francisco, CA, serving clients locally and across the country.
Katherine Fox
CFP®, CAP®
Sunnybranch Wealth
San Francisco, CA
Specialties: Understanding the Inheritance Process, Navigating an Estate Settlement, Planning for a Future Inheritance, Inheritance from a Trust, Comprehensive Financial Planning, Values Aligned Investing
As a CERTIFIED FINANCIAL PLANNER™ & Wealth Manager, I help inheritors unlock the potential of their legacy, drive social change through investing, and answer the big question - “what can I do with my money?”
Roshani Pandey
MBA, Series 7, Series 65, Series 3
True Root Financial
San Francisco, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Planning for Business owners and Entrepreneurs, Investment Management, College Education Planning, Cashflow and Budget Management, Tax-advantaged Savings, Stock options, RSUs and Equity compensation, Retirement Income Planning, Insurance Planning, Estate Planning
TECH PROFESSIONALS: We provide financial planning & investment management by helping you optimize your equity compensation, invest wisely, and cut taxes.
Stoyan Panayotov
CFA
Babylon Wealth Management
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate and Legacy Planning, Stock Option Planning, Charitable Giving, Tax Advisory, Impact Investing
Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.
Jennifer Dazols
CFP®
Modern Family Finance
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oakland, CA, serving clients throughout the San Francisco Bay Area and across the world.
Stanley Himeno-Okamoto
CFA®, CFP®
DRS Financial Partners
San Francisco, CA
Specialties: Equity Compensation and Stock Options, Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA serving clients locally and across the country
Michael Biggica
CFP®
Pixel Financial Planning, LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Equity Comp/Stock Options, Cash Flow Management, Tax Planning, Home Purchase
Pixel Financial Planning is an independent, commission-free, fiduciary firm offering financial planning and investment management services. We serve clients locally in the Bay Area and nationally through our technology-driven platform.
Gitanjali Kumar
CFP®
Worthique LLC
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Cash Flow & Budget Planning, College Education Planning, Tax Planning, Estate Planning, Equity Compensation
Fee only financial planning for women and their families, from building wealth and navigating equity compensation to creating a confident retirement.
Leighann Miko
CFP®, MST, RLP®
Equalis Financial
Oakland, CA
Specialties: Comprehensive Financial Planning, Values Aligned Investing, Wealth Redistribution, Tax Planning, Employee Benefits, Irregular/Unpredictable Income
We’re a nationwide firm with roots in Los Angeles and Portland, offering values-aligned financial planning and investment management for progressive individuals and families.
Matthias Giezendanner
CFP®, EA
San Francisco Wealth Planning LLC
Petaluma, CA
Specialties: IPOs & Liquidity Events, Comprehensive Financial Planning, Equity Compensation, Incentive Stock Option Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner working with technology professionals navigating equity compensation, the exercise and sale of incentive stock options, and IPOs and liquidity events serving clients in San Francisco and the Bay Area.
Sam Terminello
CFP®
EP Wealth Advisors
San Francisco, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Aaron Agte
CFP®
Graystone Advisor, LLC
Foster City, CA
Specialties: Employee equity compensation (ISOs, NQSOs, RSUs, ESPP, etc.), Comprehensive Financial Planning, Financial Life Planning, Behavioral Finance and Happiness Research, Real Estate Equity
Fee-Only financial planner located in Foster City, CA, serving clients locally and virtually.
Jane Yoo
CFP®, MBA
Jane Financial, LLC
Oakland, CA
Specialties: Equity compensation, Tax planning, Investment management, Comprehensive financial planning
Fee-Only financial planner located in Oakland, CA, serving clients locally and across California
Eunsoo Chung
CPA/PFS, CFP®, AFC®, MBA
WealthPeace LLC
San Mateo, CA
Specialties: Financial Life Planning, Investment Planning with or without Asset Management, Tax Planning, Major Life Transitions
Bringing Direction, Care, and Honest Perspective to Your Financial Journey.
Andy Moran
CFP®
Ad Astra Financial Planning
Santa Rosa, CA
Specialties: Career Breaks, Sabbatical Planning, FIRE, Equity Compensation, Tax Planning, IPO & Liquidity Events, Incentive Stock Optional Planning, Retirement Planning
Flat-fee financial planning for tech professionals with equity compensation in the San Francisco Bay Area and beyond.
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)
