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

Financial Perspectives is an independent, fee-only financial advisory firm with two offices conveniently located in the San Francisco bay area. We provide unbiased advice for every aspect of your financial life. Recognizing that everyone is unique in their needs and desires, we take the time to get to fully know and understand what is important to our clients. Above all, we pride ourselves on maintaining long-term, lasting relationships built on integrity and fostered by trust.

As a provider of broad-based financial advice, our primary focus remains on retirement and investment management. Through our specialization in these areas, we bring our expertise to bear on helping clients achieve the core wealth objectives of asset accumulation, capital preservation, income generation and the worry-free transference of wealth.

With the frantic pace of today’s lifestyle, people may find they have neither the time, inclination nor knowledge base to best handle the financial aspect of their lives. Unfortunately neglect can be detrimental to the success of obtaining your objectives. Ultimately we provide clients with the freedom to concentrate on the more important things in life – like family, personal success and the pursuit of their own passion – while we spearhead the endeavor of meeting their financial goals.

The recent market collapse has left investors facing an uphill battle. Losses in their accounts have left them questioning whether or not they can meet their financial goals. As a result, people are looking to protect the assets they have left and limit future losses. We have entered an unprecedented time in history that is comparable to nothing we have experienced in the past. To survive and thrive, one will need to be open to new ideas that are forward thinking and will address what lies ahead. What has worked in the past will not necessarily be successful going forward. As such, we offer unique perspectives and strategies to help you guide you through this uncharted territory.... See More

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

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

Sierra Pacific Financial Advisors (SPFA) is an independent fee-only financial planning, investment and wealth management firm serving for individuals, families, and corporate clients. Our highly professional team provides objective and integrated financial plans that efficiently utilize your financial resources to achieve your life goals. Our ongoing wealth management services coordinate every aspect of your financial life and free your time to focus on the most important endeavors that you pursue. The unbundled corporate retirement solutions that we offer together with our strategic alliances give business owners and their employees the freedom, flexibility and control in their retirement planning.
Your individual goals and financial success drive our planning process and foster our commitment to serve you always with your best interests in mind. At Sierra Pacific Financial Advisors, we encourage your dreams, believe in your future, and help you succeed.... See More

Neerja Bhutani, CFP
Bhutani-Palmin works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life.
We specialize in the needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want – from one-time meetings to address a specific issue to ongoing integrated planning that addresses all aspects of your financial life.
We do not require asset management, long term contracts or income minimums. We do not sell financial products of any kind: we are compensated only by you, the client, for the advice we give on an hourly basis. You can be assured that our recommendations benefit our clients and only our clients.... See More

Katy Song, CFP, MBA
Financial planning is for everyone - not just the very wealthy. Determining financial priorities and setting short- and long-term goals is critical for every couple or family who wants to be confident that they are making the right financial choices.
As a Marin based Financial advisor and Certified Financial Planning™ practitioner, I focus on families with young children and couple starting their lives together. These are critical years, where we are starting families, buying homes and growing our earning potential. Without good planning, it's easy to miss out on big opportunities that will help us make the most of our financial resources and ensure that we are not only enjoying life today, but that we are on track to meet bigger life goals.

I create a customized financial plan that covers all aspects of your financial life, driven by your family's values and goals. In short, I put the pieces of the puzzle together so you have a complete understanding of your financial picture and what it will take to reach your financial objectives. Through ongoing coaching, I provide the support and advice needed to successfully implement your financial plan. And as life changes, so does your plan. My goal is to be your trusted advisor throughout this stage of your life and future stages.
As a fee-only financial planner, my recommendations are objective and driven by what is best for your family. Each of my clients has different motivations. It is my job to help align your spending and saving with your goals, educate you on all aspects of your financial life, and give you a road map to achieving the financial future you want.... 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

Comprehensive fee-only financial planning for new parents and young families.

At Blossom Wealth Management, we do more than just help families accumulate assets and transfer those assets to the next generation. We also collaborate with the family’s team of professional advisors. Most importantly, we bring in resources when appropriate. We make sophisticated and confidential connections for clients interested in anything from luxury travel, lifestyle ventures (art, aircraft and watercraft) to agricultural holdings (wineries, farms and ranches). We understand that some investments go beyond monetary return. They provide an oasis for their owners.... 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

IRA Roll Over Specialist

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

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

Richard Gross, CFP, CMFC, MBA

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