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
Bob Keane
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Joseph Kuo
CFP®
Farther Finance
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
Shawn Tydlaska
CFP®, MBA
Ballast Point Financial Planning
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 Burlingame, CA and serving the San Francisco/Bay Area region and clients nationwide
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.
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 one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.
Elizabeth Prindle
CFP®
SAS Financial Advisors
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
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
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.
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.
Brian Pon
CFP®, EA
Financial Connections Group, Inc.
Larkspur, CA
Specialties: Comprehensive 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 Sonoma, San Francisco and the East Bay.
Jennifer Coffey Smith
MSAPM, CFP®
Financial Connections Group, Inc.
San Francisco, CA
Specialties: Comprehensive 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 Sonoma, San Francisco and the East Bay.
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.
Meredith Schneider
CFP®
Schneider Wealth Management
Woodside, 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.
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Ira Fateman
M.Ed., CFP®
SAS Financial Advisors
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.
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.
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
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
Fee-Only Financial Planner serving the Los Angeles region with headquarters in Ontario, CA, and additional offices in Irvine, Torrance, Pasadena, Temecula, Palm Desert, Fresno, and San Jose.
Rahul Shah
CFP®, CRPC™
EP Wealth Advisors
San Francisco, 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
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
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.
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.
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
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Fee-Only financial planner serving clients in the San Francisco Bay Area and across the country. CareGen provides financial guidance for multigenerational wealth.
Kim Wohler
RSSA®, CFP®
Financial Connections Group, Inc.
San Francisco, CA
Specialties: Comprehensive 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 Sonoma, San Francisco and the East Bay.
Faith Counio
CFP®, MBA
Chrysalid 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.
Andy Moran
Candidate for CFP® Certification
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.
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.
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.
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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)
