Financial Advisors in Daly City, California (San Mateo County)

As your financial advisors, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth.

At Pacific Advisors, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized solutions to help meet those needs.

At Pacific Advisors, we believe what makes us stand out from the rest of the crowd is our:
1. Experience with high net-worth clients and their needs
2. Professional approach to financial planning
3. Organizational and personal integrity
4. Ability to employ technology to create a better experience
5. Team approach to service... See More

Karl Leal, AAMS, CFP, CRPC, RICP
My mission is to provide the highest level of service and expertise in the most economical way possible. I do that by providing the service that you require on an hourly basis. I think your investments are best kept under your control with but with my guidance. I provide the level of guidance that you require to get the job done right. While my services are project based I hope that we develop a long lasting relationship. I want to be here for you when you have questions. I also strongly suggest that at least yearly together we review your financial status to see if any changes are in order. Stock market fluctuations and life events call for some type of response to keep you on the right course to attain your goals. No conflicts of interest regarding advisor compensationNo commissionsNo sales pressureNo third-party sales incentivesNo net worth or account minimums requiredNo long-term contracts or asset management required
Whether you’re thinking about retirement planning, investment recommendations, or a second opinion on the plan you already have, meet with me to see if I am a good match for what you are looking for. There is no cost for our first meeting so you risk nothing.... See More

Rodney Wade, AIF, BS, CEA, CFP, EA, MST
Wade Financial Advisory, Inc. offers comprehensive financial planning services on a fee-only basis to individuals and their families helping them to achieve their financial objectives and peace of mind. Fee-only means we do not receive commissions or referral fees from a client’s purchase or sale of products or services, thus eliminating the potential conflict of interest often found when working with other financial advisors. When we are working with clients, they can count on our advice being unbiased and in line with their interests. Comprehensive financial advice means that we analyze and integrate the many areas of our clients’ financial lives including tax, insurance, investment, retirement, and estate planning. Not only do we design and suggest strategies, but we also help implement and monitor them for maximum effect. Our advisors are credentialed and experienced in financial services and maintain their knowledge with rigorous continuing education. Each advisor has consciously chosen this profession because of the satisfaction gained through building client relationships and achieving positive results. When it comes to our clients, we feel that a collaborative approach yields the best results. In doing so, we spend time learning about our clients’ views and desires, as well as educating them about the options available. After meeting with a potential client, we design a plan with an all inclusive retainer fee that is based on income, net worth and complexity. The retainer fee includes all necessary appo... See More

We are a fee-only independent investment advisory firm that focuses on sustainable and responsible investing. Clients range from individuals to family trusts to family foundations to non-profits. Charles Schwab is our custodian, though we are independent.... See More

Bill Oakes, CFP, EA
Services are offered on an hourly, as-needed, Fee-Only basis with no conflicts of interest. No products are sold, no commissions are generated. Objective, commission free financial advice is provided to everyday people. Comprehensive financial assessment addressing money management, insurance, retirement, education and estate goals is available. Also provided are focused, in-depth assessment for a specific aspect of an individual's financial life such as managing money, insurance plans, evaluating retirement goals, funding educational objectives or estate planning. Tax services include individual and business planning, preparation and representation. Taxpayers facing audits, collections and appeals may elect representation services.... See More

Anders Wealth Management is a fee-only™ investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial assets and achieve their most important goals. Because I am fee-only™ and independent of any major financial services company, my advice is completely objective.... See More

Fee-Only Planning and Investment Management. I do not accept commissions or kickbacks for any of my recommendations, therefore my advice is completely objective. One of my most important goals is to help you achieve yours.

Colleen Soares, CFP, CPA

Partner. Educate. Guide. These three words clearly articulate how we strive to serve as our clients' trusted advisors, helping grow and secure assets to provide financial opportunities and peace of mind. We take this mantra to heart within our own team, working closely together to share knowledge. We continue to expand our skills, and guide each other, following our core values of integrity, expertise and service.

In 1986, Rodney Wade founded the firm Wade and Associates, serving as an independent contractor to broker-dealer Waddell and Reed Financial Services. Realizing that his clients could be much better served through comprehensive advisory services rather than individual financial products, Rodney founded Wade Financial Advisory in 1992.

An active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), Wade Financial Advisory, Inc. is an independent, fee-only Registered Investment Advisor (RIA). As such, we are committed to always acting in the best interests of our clients. We receive no commissions on the solutions we recommend, meaning that our advice is always based on your financial needs. As a fee-only advisory firm, the cost of our services is entirely dependent on your unique needs. Please contact us to discuss your individual account and needs.... See More

Are you confident you are saving enough for retirement; or if you are already retired, that your money will sustain the lifestyle you currently enjoy? Do you wonder if there is something more you should do now to protect those you love in the event of your incapacity or death? Are you concerned that your financial advisor may not be putting your best interests ahead of his or hers? Well, you are not alone and we can help.

Steve Bell, CFP®, MBA is one of several Certified Financial Planner professionals at the Wealth Conservatory; an independent financial planning and wealth management advisory, where we work as a team to keep individuals and families on feasible and attractive paths to their goals; to include making sure they do not run out of money before running out of life and that the lifestyles of their loved ones will be protected, even in the event of incapacity or death.... See More

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Jim Corbeau, CFP, MBA
We work with you to build a solid plan for your future, with a collaborative approach that is focused on your needs, concerns, opportunities and goals.
Our mission is to empower you to feel financial secure and comfortable, especially during and after times of significant change.... See More

Brandon Grundy, CFP
Ridgeview Financial Planning is a California state registered investment advisory firm. Located in Santa Rosa, we specialize in financial planning and investment management, working with clients in Sonoma County and throughout California.
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