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 Santa Rosa, 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 Santa Rosa, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
Brandon Grundy
CFP®
Ridgeview Financial Planning
Santa Rosa, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving Santa Rosa, Sonoma County, and beyond via virtual services.
Zack Swad
CFP®, CWS®, RLP®, BFA™, AWMA™®, AAMS™®
Swad Wealth Management, LLC
Santa Rosa, CA
Specialties: Planning Your Retirement, Strategies To Reduce Taxes, Strategies To Improve Your Investments, Strategies To Increase Income in Retirement, Making Sure Your Money Lasts
Retirement Planning for People Age 50+. Fee-Only financial planner located in Santa Rosa, 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)
