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 Jose, 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 Jose, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Gabriel Abraham Shahin
CFP®, AIF®, MBA
Falcon Wealth Planning, Inc.
San Jose , 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.
Gabriel Motta
CFP®, MBA
Inclinevest®
Santa Clara, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fiduciary & Fee-Only retirement planning & investment management.
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.
Mark Astrinos
CFP®, CPA/PFS, RLP®
Libra Wealth
Los Gatos, 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
Ethan Pepper
CFP®, EA, RLP®
Orchard City Wealth Management, LLC
Los Gatos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Equity compensation
Fee-Only financial planner located in Los Gatos, CA, serving clients locally and across the country
Praveen Krishnamurthy
Empower Financial
Sunnyvale, CA
Specialties: Comprehensive Financial Planning, Equity Compensation Planning, Tax Planning, Investment Planning, Employee Benefits Optimization, Budgeting, Cash Flow & Debt Management, Retirement Income Planning, Estate Planning, Risk Management/Insurance Review and Planning, Education Funding Planning
As a financial planner with tech background, I am committed to helping tech professionals transform their tech success into lasting wealth and freedom. I specialize in equity compensation, tax planning, alternate investments, and FI planning.
Bruce Barton
CFP®, CFA®
Parkworth Wealth Management, Inc.
Los Gatos, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Los Gatos, CA, helping executives and professionals live their best financial life.
Richard Schultz
CFP®
Pacific Investment Research
Cupertino, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Wealth Manager and Investment Advisor serving Southern California and the Bay Area including Orange County, Cupertino, and Silicon Valley
Sean Kyle
CFP®, AIF®
Plancorp
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Michael Jensen
CFP®
Falcon Wealth Planning, Inc.
San Jose, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Michael Garber
CFP®, CRTP
Michael Garber Financial Planning
San Jose, CA
Specialties: Comprehensive Financial Planning, Tax Planning, Equity Compensation Guidance, Investment Management, Retirement Income Planning
Fee-Only financial planner located in San Jose, CA, established in 2005.
Jennipher Lommen
CFP®, EA
Wildflower Financial LLC
Santa Cruz, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Santa Cruz, CA, serving clients locally and 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)
