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 Mateo, 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 Mateo, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
Evor Vattuone
CFP®, CFS®
Aspire Planning Associates
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Executive Compensation, Estate and Philanthropic Planning, Tax Planning, Education Planning, Insurance and Risk Management, Debt Management, Rental and Vacation Property
Fee-Only Financial Planners with offices located in the Greater Bay Area: Cupertino, San Mateo & Walnut Creek, CA
James Schwarz
CFP®, RICP®, MBA
CLEAR Retirement Advice
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Reduction Planning
Fee-Only financial planner located in San Mateo, 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
Mira Ma
CFP®, RFC®, EA
Marim Wealth Planning, LLC
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planners serving the Greater Bay Area in San Mateo, Silicon Valley & San Francisco, CA areas.
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
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
Emilie Goldman
CFP®, CFA®
Tamarind Financial Planning
San Mateo, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in San Mateo, 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)
