Financial Advisors in Pleasanton, California (Alameda County)

Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered Investment Advisor (RIA) that offers a full suite of wealth management services

We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial pressures, time poverty, and an overload of investment information. Our purpose is to provide our clients with wise counsel in the management of their financial affairs, so that they may experience satisfaction and peace of mind.... See More

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, and as a Chartered Financial Analyst, we study financial information and provide the due diligence to examine the risk-reward profile of the best investment solutions for you. We keep investments solutions and their explanations simple and transparent. We are only paid by you and working only for you.... See More

Julie Schatz, CFP
We can help with the answers!
Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families build secure financial futures and pursue their passions.
We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
As our client, you will know how we are compensated, which is through client fees only. Our advice will always be in your best interest and we will sign a fiduciary oath for you.

Sincerely,

Julie Schatz and Jennifer Cray
Investor's Capital Management, LLC.... See More

Robert Garner, CMFC, CRPC
Garner Financial Management, Inc. was founded with one very important and underlying mission - to improve and enrich the quality of life for you and your family. We will work to develop an investment plan that focuses on asset accumulation and preservation based on proven investment strategies.... See More

Patricia Jennerjohn, CFP, MBA
If you're like most people, you believe that you have to work hard for your money. However, the truth is that money is also there to work hard for you.
I help my clients learn that money is here to support and serve them. The process helps you gain what I call "financial confidence."
You're smart, educated, aware, and savvy. And sure, you could do your own financial plan. Maybe even manage your investments. But is this the best use of your smarts and your time?
Yes, you want it done well. But, it turns out, you don't want to do it yourself. You appreciate real expertise, but in financial matters, you don't want to be the expert. You don't have more money than you know what to do with, but you want to know what to do with what you have.
Understanding what you want to accomplish can be hard to figure out on your own. I believe it's more enlightening to explore your aspirations with a knowledgeable partner. Someone that will help you think creatively about where you want to go.
I'd like to be your financial planning partner. I'll take you seriously, but with a relaxed approach. I'll collaborate with you, rather than issuing you a predesigned set of recommendations. I'll work to understand what's really important to you. And, help keep you focused on real goals-which is making your plan work, not beating the market.... See More

Cheryl Vesely, CFP, MA
Balance Financial Planning, LLC provides fee-only financial planning and investment advice. Our goal is to help busy professionals and families manage their finances so they can focus on other areas of life. We can help with all dimensions of your finances, from developing a budget to creating a retirement plan to building an overall investment strategy.
We are committed to providing practical, cost-efficient, customized solutions. Whether you want help with one specific area or a comprehensive plan, our flexible fee structure allows us to tailor our services to meet your needs by offering hourly, project-based, and ongoing engagements.... 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

Jane Beule, BA, CFP, MBA
Griffin Black, Inc. offers integrated, fee-only financial advisory services focused on helping clients improve the quality of their lives. Sound investment management is a crucial component of our practice, but it is only one part. We also help clients better understand and manage their personal cash flow. We help them analyze and, where possible, lower their financial risk. We seek to reduce the complexity as well as to improve the transparency of their finances, helping them "take back control" of their lives. Though our clients are all different, we specialize in working with professional & executive women (and their families) and small business owners.
Our clients typically have portfolios that range from $500,000 to $2,000,000. We can, however, accommodate younger clients who are working to accumulate an asset base. Though most of our work is done on a retainer basis, we are also happy to do project work for clients who may be looking for a more limited engagement. Please contact us if you would like to schedule a complementary one-hour consultation to discuss your needs.... See More

Joseph Alfonso, BA, CFP, ChFC, EA, RICP
Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. We are experts in Social Security and retirement income planning and taxation. Speak to us about how we can help you fully enjoy your life in retirement free from the worry of ever running out of money. Financial Planning We believe that true financial planning is a process, not a one-time event. Life is dynamic and the financial plan must be constantly monitored and adjusted to ensure that you remain on track whatever changes may arise within your life or in the world at large. We advise continually and comprehensively in all key planning areas. Investment Management Once we understand your long term goals and have assessed your overall financial situation, we work with you to develop a prudent investment strategy. The objective of this strategy is to help you achieve your long term objectives while taking no more risk than necessary. We employ low cost, tax efficient investments when implementing your strategy. We are a Dimensional Funds advisor. Fee Our annual fee includes all of our financial planning and investment management services. It also includes ongoing consultation to address any new issues that may arise. This fee is fixed and is based on your net worth. We believe that our fee is reasonable, simple, and transparent and reflects the comprehensive nature of the services we offer. And by making our fee fixed you will not experience an increase during the fixed fee period regardless of fluctuations in the financial markets.
Schedule a free, no-obligation call.
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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

Steve Johnson, BA, CFP, MBA
Johnson Lyman Wealth Advisors is a fee-only, comprehensive financial planning firm and Registered Investment Adviser in Los Altos, California managing over $180 million for families, trusts, small businesses and not-for-profit organizations. Our minimum Wealth Management engagement fee is $2,500 per quarter. We invite you to contact us at or via email at for more information. Thank you.... See More

Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collaborative relationships: Investment Planning, Retirement Planning, Estate Planning, Tax Prep/Planning, Trustee Services, Assisting Children, Assisting Parents, Philanthropic Planning, Private Banking, Asset Protection, and Stewardship Consulting.... See More

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