Financial Advisors in Livermore, California (Alameda County)

William Carlson, CFP
Fog City Advisors, LLC is a fee-only financial and tax planning firm based in the San Francisco Bay Area. We use an all-inclusive, tax-focused approach to design strategies with you that emcompass all aspects of your financies. We provide value for your money, no product sales, and an open-door policy with our process of regular, ongoing reviews of key financial areas Our holistic process includes: Skillful Tax Planning Worry-Free Retirement Planning Coordinated Investment Advice You can learn more about our process and services on our website: www.fogcityadvisors.com... See More

Karla McAvoy, CFP, MBA
HC Financial Advisors, Inc. is a fee-only firm offering financial planning and investment management services to individuals and their families. We are based in Lafayette, California, and have been serving clients throughout the Bay Area and beyond for over twenty five years. Our goal is to offer each client the following:
* Personalized Service
* Advice from experienced professionals
* Comprehensive financial planning advice
* Conservative, diversified investment management
... See More

Emilie Goldman, CFA, CFP
Tamarind Financial Planning Financial Freedom for Busy Families
We work exclusively with Bay Area families who want to meet their financial life goals; professionals who realize they no longer have a lifetime to fund their retirement, save for their children's college education, or set aside funds to help care for their aging parents. We know you're busy with parenting, work, and life. We know you've realized it is time to get serious about your financial goals.
We're here to make money matters easier and help you achieve financial serenity with a personal financial plan and customized, personal investment management.
Why should you choose Tamarind Financial Planning?
First, because we live the life you live, that of busy Bay Area professionals and parents, we understand the need for a comprehensive, personal financial plan to achieve financial freedom and to reach your financial life goals. Second, with more than two decades of financial planning and finance coaching experience to draw upon, we possess the skills and expertise to help you make smart financial choices. Third, we've made it our mission in life to help busy families like yours to reach their financial goals, simplify their lives, and achieve the peace of mind and serenity we know is possible for them. We use our experience, training, and expertise to help you achieve your financial goals, giving you confidence you are on the right path to achieve financial freedom. You and your spouse or partner will gain clarity about your family's financial values and priorities. You will learn to make financial decisions with a new-found assurance and ease. When your investments are in order, you'll sleep better and feel better.... See More

There is plethora of options present in the market but our asset based lending software is totally different from other software because it works with sophisticated analysis with apt monitoring tools. You will be able to witness sea change in your working conditions.... See More

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

David Flowers, CFP
D. A. Flowers & Company provides comprehensive personal financial planning and investment management on a fee-only basis to families and individuals.

Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

Ira Fateman, BS, CFP, M.Ed.
We are a boutique practice with a focus on your needs and goals. We provide financial planning and investment management services. What sets us apart from many firms is that we are fee-only. We do not earn commissions from sale of insurance or investment products. Our recommendations to you are in your best interests.
We understand that your financial success comes not just from a carefully constructed portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process with a goal of helping you make better financial decisions in your personal life.... See More

Jackie Kleinman, CFP

Lexi Olian, CFP

Debra Wetherby, BA, CFA, CFP, CPA, MBA
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client's unique needs and priorities.... See More

Mark Astrinos, CFP, CPA/PFS, RLP
Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful advice as well as a sound financial framework to make life choices in a more meaningful and holistic way. Our investment strategies are rooted in discipline, with a focus on tax efficiency, reducing costs, and managing risk.
We have the expertise: As a CPA's, CFP's, & Registered Life Planners we've dedicated ourselves to helping clients like you achieve financial wealth and peace of mind. Learn how almost every facet of your life can be more rewarding at the same time as your nest egg is growing.
We're independent: As an independent firm and fiduciary, we work for our clients - not for a brokerage firm, bank, or insurance company.
We're passionate: The true purpose of financial planning is helping you live your best life in a balanced, thoughtful way, using the resources you have.
If you haven't noticed already, we're different than most traditional financial services firms, and proud of it. Starting with our first conversation, we carefully craft an experience that will add clarity, confidence, and flexibility to your financial and other life decisions.
Visit our website to learn more about our services and schedule a 30-minute introductory call. ... See More

Milo Benningfield, CFP, JD
Benningfield Financial Advisors is an independent, fee-only financial advisory firm based in San Francisco. We help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it.
Combining investment mangement with broad financial planning, we simplify our clients' lives, protect their resources, and help them stay on track to realize their most important personal goals.... See More

Russell Kroeger, CFP

Troy Thompson, CFP, JD
Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life-tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, goal setting, budgeting, and more. I help my clients transform their lives by gaining control over their finances.... See More