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

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

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

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

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

Fee-only comprehensive financial planning for new parents and young families.

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

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

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.

We have extensive experience dealing with self-employed and partially self-employed people (including physicians and university professors who may have regular employment as well as self-employment), with couple's issues and helping couples communicate about money, with self-directed investing, tax management, estate planning, risk management and general financial planning.

We are dedicated to the proposition that everyone should be able to get unbiased and fair advice, and get full value for their money whether it's paying for planning or the investments themselves.... See More

Nicholas Rugh, BS, CRPC, MS
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Rugh Financial is an independent, fee-only, financial planning firm in Palo Alto, CA. Rugh Financial provides services in the area of comprehensive financial planning primarily for pre-retirement individuals, couples and families. Rugh Financial believes in the tenets of Modern Portfolio Theory and strategic asset allocation. Rugh Financial is particularly sensitive to providing prudent and efficient planning and investment strategies for his clients to maximize their opportunities to achieve financial success. Major areas of focus in the financial planning process are:
Investment Management
Retirement Planning
Risk Management
Tax Planning
Estate Planning... See More

Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you've already accumulated, Castellan Financial Advisors stands ready to serve you. We do not require account balance or personal income minimums. Please check out our website for more details, and contact us to schedule your complimentary "Get Acquainted Meeting".... See More

Charles Malsbury, CFP, MBA
Financial Planning with Sensible Fees
Charles W. Malsbury is a fee-only financial advisor and flat-fee investment manager located near San Francisco, CA. ThinkPlanSave specializes in financial planning, and retirement planning to help clients reach their financial goals. Charles W. Malsbury is a fiduciary financial planner who offers services locally as well as virtually.
We are currently accepting new clients!
Visit our website www.ThinkPlanSave.com to learn more about our flat-fee retainer based pricing for financial planning and investment management without the high costs.
... See More

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

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

Lexi Olian, CFP