Financial Advisors in Cupertino, California (Santa Clara County)

Jackie Kleinman, CFP

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

IRA Roll Over Specialist

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

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

Lexi Olian, CFP

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

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

Richard Gross, CFP, CMFC, MBA

Ann Fleming, CFP, MS

Russell Kroeger, CFP

Michelle Fait, CFP, EA, MBA
LIFE IS BETTER WITH THE RIGHT PARTNER
Satori Financial LLC works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.
Satori focuses on the planning needs of clients who are single, by choice or by chance, particularly those beginning again after divorce, and working professionals who want to outsource help with their financial life.
In addition to the traditional investment management and retirement planning, Satori offers - Active TAX PLANNING and advice by a credentialed professional to help you make tax-intelligent decisions, and representation before the IRS if needed - ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation - Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you've acquired - VALUES-BASED PLANNING and a discovery process focused on what you want out of life, developing a financial strategy that supports your personal as well as financial goals
Michelle Fait is a Certified Financial Planner practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor's degree in Economics from U.C. Berkeley. She is also an Enrolled Agent (EA), allowing her to represent clients before the IRS, and a Certified Divorce Financial Analyst (CDFA), trained in financial and tax matters related to divorce and marriage.
You don't have to do this alone. Contact us to see how we can help.
Very truly yours,
Michelle A. Fait, President... See More

Fee-only comprehensive financial advice for new parents and growing families.

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

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