Areas served: Sunnyvale, Mountain View, Palo Alto, San Francisco, Oakland, San Jose, Berkeley
Teh Financial Coaching, founded by Christine Teh, is a personal finance coaching practice specializing in helping working professionals take control of their finances and build wealth. Christine is a Certified Money Coach (CMC) and tax professional who has guided clients since 2016 through budgeting, debt management, investment planning, and behavioral money coaching. She offers comprehensive financial coaching services, tax services, business coaching, budgeting and tax planning courses, and specialized workshops—all designed to help clients move from paycheck-to-paycheck living to financial confidence and personal freedom.
Summit Wealth & Retirement Partners is a financial advisory firm serving successful families and individuals in the San Ramon and Eagle, ID areas. They specialize in integrated financial planning that combines tax strategy with investment management, helping clients make confident decisions about their money and retirement. Backed by Charles Schwab's resources, they offer personalized, face-to-face guidance from local advisors who understand their clients' complete financial picture.
RHS Financial is a San Francisco-based wealth management firm specializing in financial planning, investment management, tax optimization, and equity compensation strategies for tech industry professionals and high-net-worth individuals. Founded to serve Bay Area and Silicon Valley tech workers, the firm offers comprehensive services including their proprietary TREnD strategy for tax reduction and diversification, aspirational financial planning tailored to individual goals, and flexible family office advisory services. The team combines deep industry expertise with fiduciary commitment and cutting-edge technology to help clients maximize wealth while minimizing tax exposure.
Monroe Wealth Management is a fee-only financial advisory firm specializing in wealth management for tech employees and business owners in the San Francisco Bay Area. With 12+ years of experience and $70+ million in assets under management, the firm is led by CFP certified financial planners who work on a fiduciary standard with no product sales or asset minimums. They help high-income clients ($250k+) with investment management, business succession planning, equity compensation strategies, tax optimization, and home purchase planning.
Tomren Wealth Management is an independent wealth advisory firm based in San Ramon serving clients throughout the Bay Area. They provide comprehensive financial planning, investment management, and retirement strategy tailored to individuals and families seeking to grow and protect their wealth. The firm is known for its personalized approach to financial advisory services.
Wealth Cairn is an investor coaching company in Campbell specializing in financial planning, wealth building, and tax strategy. Led by Certified Financial Planner (CFP) coaches, they help families and individuals gain clarity on their financial goals and make intentional, well-informed decisions across investing, taxes, and long-term planning. They offer complimentary workshops and one-hour consultations to help clients align their money with their life purpose and build disciplined wealth strategies.
Financial Zen is a fiduciary, fee-only financial planning firm founded by Rick Valenzi, specializing in helping tech professionals and high earners achieve financial independence decades earlier than traditional timelines. Beyond standard financial planning, they offer comprehensive programs including their 6-month Foundations Program to organize finances, the Mastery Program with monthly guidance through five levels toward financial independence, and optional investment management with strategic rebalancing and tax loss harvesting. The team of CFP® professionals focuses on making financial planning actionable and enjoyable, emphasizing that money is a tool to unlock freedom and life purpose rather than just wealth accumulation.
Investy Financial Services, operating since 1993, is a comprehensive financial services firm led by Ngoc Rachel. They specialize in tax preparation and planning for individuals and businesses, 401(k) and IRA rollovers and investments (including self-directed real estate investing), Medicare enrollment assistance, and insurance services. Their integrated approach helps clients optimize retirement planning, maximize tax returns, and navigate healthcare options all in one place.
Traveka Wealth, LLC is an independent financial advisory firm based in Los Altos serving the San Francisco Bay Area. They provide comprehensive wealth management, financial planning, and investment management services tailored to individuals and families. The firm focuses on personalized strategies to help clients build and preserve wealth throughout their financial journey.
True Root Financial is an independent financial advisory firm in San Francisco specializing in comprehensive financial planning and investment management for tech professionals. Founded by Roshani Pandey, a former Wall Street advisor with 16+ years of experience at firms like Goldman Sachs and BlackRock, the firm helps busy tech professionals claim financial independence through tax-advantaged investing, equity compensation optimization (RSUs, stock options, ESPP), and holistic wealth planning. As a fiduciary with no hidden fees or commissions, True Root provides transparent, customized guidance on investments, tax planning, cashflow management, and wealth safeguarding.
Modern Family Finance is a fee-only financial advisory firm in Oakland and San Francisco specializing in tax-smart financial planning for tech professionals, self-employed individuals, women, and LGBTQ+ clients. Led by CFP-certified advisors with direct experience in tech equity compensation, the firm helps ambitious professionals design personalized financial strategies around RSUs, stock options, tax optimization, investment management, and pursuing financial independence or career flexibility. They combine fiduciary financial planning with life-centered guidance to help clients align their money with their values and goals.
Sonoma Wealth Advisors is an independent financial advisory firm serving clients in Sonoma County and the North Bay. They provide comprehensive wealth management, investment strategies, retirement planning, and personalized financial guidance tailored to individual client goals. The team focuses on building long-term relationships with clients through detailed financial planning and disciplined investment management.
Citrine Capital is a fee-only wealth management and financial planning firm based in San Francisco, specializing in serving startup founders, entrepreneurs, and tech professionals. They offer comprehensive services including investment management, retirement planning, equity compensation planning (RSUs, stock options, QSBS), tax planning and preparation, estate planning, and specialized strategies for high-net-worth individuals. Founded in 2014 by Ryan and Jirayr, the firm operates on a fiduciary basis with no proprietary products, commissions, or hidden fees, delivering personalized financial advice through a virtual platform that prioritizes client accessibility and transparent alignment of interests.
Beacon Pointe Advisors is a registered investment advisor in San Jose serving private clients, ultra-high-net-worth individuals, business owners, retirement plans, and foundations. The firm offers comprehensive wealth management services including customized investment management, retirement planning, estate planning, and wealth strategy designed to help clients make informed decisions about their financial future. Led by experienced managing directors including Gene Ka (CPWA®) with over 30 years in the industry, Beacon Pointe emphasizes transparency and detailed strategic planning tailored to each client's unique needs.
iNRI is a financial super-app designed specifically for Global Indians, offering integrated solutions for investments, taxes, and compliance. They provide US and India tax filing services, manage 1000+ mutual funds and alternative investments, handle documentation (PAN cards, OCI cards, passports), facilitate NRE/NRO bank account setup, and offer expert portfolio management and financial consultation. As an SEC-registered investment adviser and IRS-authorized e-filer, iNRI simplifies cross-border financial management for NRIs and expats with AI-powered tools, expert guidance, and compliance expertise.
Sid Financial Services, LLC is an independent financial advisory firm based in San Mateo serving the Bay Area with comprehensive financial planning and investment management services. Led by experienced financial consultants, the firm specializes in helping individuals and families develop personalized wealth strategies, retirement planning, and investment portfolios tailored to their unique financial goals.
Modern Financial Planning is a fee-only financial advisory firm specializing in comprehensive financial planning and investment management for professionals with stock options and RSUs. Located in Oakland, the firm combines deep financial expertise with technology and a network of professionals to optimize clients' finances while helping them maximize their life. They offer in-depth planning services and a free financial assessment to determine if your situation is a good fit for their specific expertise.
Global Financial Impact is a financial services agency in San Jose that helps individuals and families build wealth, achieve financial independence, and create meaningful impact in their communities. Led by licensed financial professionals, GFI offers comprehensive financial education, customized wealth-building strategies, and access to diverse financial products and solutions. The firm specializes in helping clients secure their financial futures while aligning their wealth with personal values and legacy goals, particularly around generational wealth planning and financial literacy.
MA Private Wealth is a boutique fiduciary wealth management firm serving high-net-worth individuals and tech professionals with $500,000+ in investments. Founded on principles of customer-centricity and simplicity, they offer customized investment management, comprehensive financial planning, and retirement strategy tailored to each client's goals and risk tolerance. With 30 years of experience and a team led by founder Marty, they prioritize transparent, personalized advice and maintain strong long-term client relationships through direct advisor access and institutional expertise.
Babylon Wealth Management is an independent financial advisory firm located in San Francisco's Financial District, serving clients seeking personalized wealth management and financial planning. The firm provides comprehensive financial advisory services including investment management, retirement planning, and strategic wealth guidance tailored to individual client goals. Known for their client-focused approach and detailed financial strategy development.
Swad Wealth Management, founded by Zack Swad, specializes in comprehensive retirement planning and wealth management for people age 50 and older. The firm provides custom-tailored retirement plans, professionally managed investment portfolios, and ongoing financial guidance across 16 planning areas—including Social Security optimization, income strategy, tax minimization, and long-term care planning. Swad acts as a fiduciary, charges transparent advisory fees with no commissions, and offers unlimited phone/email support plus 2–4 scheduled in-person or video meetings annually, backed by a satisfaction guarantee.
Insight Wealth Strategies is an independent financial advisory firm in San Ramon specializing in comprehensive wealth management, retirement planning, and investment management for individuals and families. The team provides personalized financial strategies designed to help clients build and preserve wealth throughout their lives.
Resilient Wealth Planning is a Bay Area financial advisory firm based in Morgan Hill, specializing in comprehensive wealth management and financial planning for individuals and families. The firm focuses on creating personalized strategies that help clients build and protect their financial futures through tailored investment management, retirement planning, and strategic financial guidance. Their approach emphasizes understanding each client's unique goals and circumstances to deliver actionable plans that adapt to life's changing needs.
Decker Retirement Planning, founded by Brian Decker, provides comprehensive retirement planning using a math-based, principle-driven approach. The firm specializes in strategic income distribution from principal-protected accounts, sophisticated tax minimization, risk reduction strategies, and portfolio optimization. As committed fiduciaries, their planners help clients develop personalized retirement strategies emphasizing financial clarity, fee-efficient management, and purpose-driven retirement planning through one-on-one consultations, educational workshops, and media engagement.
Falcon Wealth Planning is a fee-only, fiduciary wealth management firm specializing in comprehensive financial planning for individuals and business owners. Based in San Jose with nationwide coverage, they offer retirement planning, investment management, tax planning, financial planning, and estate planning services. Their advisors are CFP® certified professionals with over 30 years of combined experience, dedicated to transparent, personalized advice without commissions or hidden fees.
Pesta & Pesta Wealth Management is an independent financial advisory firm in Cupertino specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. The firm focuses on personalized strategies tailored to each client's unique goals, offering services including retirement planning, portfolio management, tax-efficient investing, and estate planning consultation. They pride themselves on a client-centered approach with direct access to experienced advisors.
Aspiriant is an independent wealth management firm serving forward-thinking families in the San Francisco Bay Area. They offer comprehensive financial planning, investment management, and ongoing wealth execution designed to align with clients' long-term goals and life transitions. Founded with accounting expertise and tax-conscious strategies at its core, Aspiriant combines meticulous financial planning, globally diversified investment approaches, and personalized counsel from a team where approximately one-third hold ownership stakes, creating alignment between advisors and clients.
DiversiFi Capital specializes in comprehensive financial planning and wealth management for tech and biotech professionals with complex equity compensation. Founded by CFP fiduciaries managing $500M+ in assets, they help clients navigate RSUs, stock options, AMT, QSBS, and IPO decisions through integrated tax and investment strategies. Beyond equity planning, they offer wealth management with direct indexing and tax-loss harvesting, covered call strategies for concentrated positions, and event-driven planning that evolves with career milestones—serving senior leaders, dual-income families, and employees at companies like Google, Meta, Apple, Palantir, and Nvidia.
Essence Wealth & Insurance Services LLC is a financial advisory firm in Santa Clara that helps clients save, grow, protect, and enjoy their money through comprehensive financial planning and insurance services. Their advisors work with individuals to manage investments, plan for the future, and address insurance needs, allowing clients to focus on what matters most. As a FINRA and SIPC member firm offering securities and advisory services through Cambridge Investment Research, they provide professional guidance backed by registered investment professionals.
Babylon Wealth Management is an independent financial advisory firm in Walnut Creek offering comprehensive wealth management, investment management, retirement planning, and financial planning services. Founded on principles of fiduciary responsibility, they work with individuals and families to build customized investment strategies and long-term financial plans. Their team prioritizes transparent, fee-based advisory relationships without commission-driven conflicts of interest.
Financial Journey Partners is an independent financial advisory firm in San Jose providing comprehensive wealth management, investment planning, and retirement strategy services. Their team works with individuals and families to develop personalized financial plans aligned with their goals and values, emphasizing education and transparent guidance throughout the financial planning process.
EP Wealth Advisors in Walnut Creek provides comprehensive financial planning and investment management services to help clients build and preserve wealth. Their team of advisors works with individuals and families to develop personalized strategies for retirement planning, investment management, and long-term financial goals. They focus on delivering fiduciary-standard advice tailored to each client's unique situation.
Topel & DiStasi Wealth Management is an independent financial advisory firm based in Berkeley serving clients throughout the San Francisco Bay Area. The firm provides comprehensive wealth management, investment management, and financial planning services tailored to individuals and families. Their advisors work with clients to develop customized strategies focused on long-term financial goals and wealth preservation.
Terry Kotsatos is a CFP® and ChFC® certified financial advisor with Edward Jones in Albany, offering comprehensive financial planning and investment management services to individuals and families. With professional certifications emphasizing fiduciary responsibility, Terry helps clients build tailored investment strategies, retirement plans, and long-term financial goals. Edward Jones is known for its local, relationship-focused approach to wealth management.
Context Wealth Advisors is an independent financial advisory firm in Campbell founded by Chris Duke, a former tech professional with 15+ years of experience who transitioned to wealth management in 2008. The firm specializes in comprehensive financial planning, investment management, and wealth protection tailored to each client's personal values and goals. With a team including Madison Donovan (who brings trust and estate administration expertise) and professional back-office support through Mutual Advisors LLC, Context Wealth takes a human-centered approach grounded in honest, relevant advice rather than generic recommendations.
Focus Partners Wealth is a trusted registered investment advisor providing comprehensive wealth management and financial planning services to Silicon Valley clients. Led by a team of CFP-certified advisors including Thomas Myers, James Hering, Jon Ekoniak, and others, they offer personalized financial planning centered on clients' values and goals. Beyond investment management, they provide specialized planning, family office services, business owner services, tax planning, CFO services, retirement plan solutions for businesses, divorce and dispute resolution support, and access to curated lifestyle service providers—all backed by a nationwide network while maintaining local expertise.
Hanke & Apolonio Wealth Advisors is an independent financial advisory firm serving San Francisco and the Bay Area. They provide comprehensive wealth management, investment management, and financial planning services tailored to individuals and families. The firm is known for personalized advisory relationships and a commitment to fiduciary principles in managing client assets.
Alison Wealth Management is an independent financial advisory firm based in Palo Alto specializing in comprehensive wealth management, financial planning, and investment management for individuals and families. The firm provides personalized guidance on retirement planning, investment strategies, tax optimization, and estate planning to help clients build and preserve wealth.
Sierra Pacific Private Wealth is an independent financial advisory firm serving high-net-worth individuals and families in the San Francisco Bay Area. They provide comprehensive wealth management services including investment management, retirement planning, and personalized financial strategy tailored to each client's unique goals. The firm is based in Pleasanton and focuses on delivering fiduciary-standard advice to help clients build and preserve their wealth.
KB Financial Advisors is an independent financial advisory firm based in San Francisco specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and businesses. With deep expertise in retirement planning, tax optimization, and portfolio management, they provide personalized guidance tailored to each client's unique financial goals and circumstances.
Proprietor Wealth Management is an independent, fee-only fiduciary financial advisory firm serving the North Bay with comprehensive wealth management and financial planning services. Founded on the principle that investors deserve true fiduciary care, the firm builds long-term relationships by acting as a personal Chief Financial Officer (CFO) for clients, helping them make smart investment decisions, meet financial goals, and achieve greater peace of mind. Rather than relying on commissions or transaction-based fees, Proprietor selects investments solely on quality and merit.
Matthews Financial & Insurance Solutions is an Oakland-based wealth advisory firm specializing in retirement income planning, investment management, estate planning, and tax strategies for professionals, business owners, and retirees. Led by Jason Matthews (CLTC, TPCP), the firm has a particular focus on serving single women age 50+ with at least $250,000 in investable assets who are navigating retirement, inheritance, or widowhood. They offer comprehensive services including long-term care planning, tax optimization, and guidance through major life transitions, combining advanced credentials with compassionate, personalized advice.
Samantha N Dinh is a CFP® professional offering comprehensive financial planning and investment management services through Paragon Financial Planning in Alameda. She works with clients to develop personalized financial strategies, retirement planning, and investment portfolios tailored to individual goals and circumstances. With a fiduciary commitment to putting client interests first, Samantha provides fee-only financial advisory services without commissions or conflicts of interest.
Schneider Wealth Management is an independent financial advisory firm based in Woodside, California, serving clients throughout the San Francisco Bay Area. They provide comprehensive wealth management, investment management, and financial planning services tailored to individual and family needs. The firm focuses on personalized strategies to help clients build and preserve wealth.
Liberty Group is a financial services firm based in Oakland offering accounting, tax preparation, bookkeeping, and financial consulting for individuals and businesses. Their experienced team helps clients optimize their financial strategies, manage tax obligations, and plan for long-term financial goals with personalized service.
Charles Schwab's San Francisco West Portal branch is a full-service investment and brokerage firm offering financial advisory services, wealth management, investment account management, and financial planning. Led by VP Branch Manager Rosalinda Tran and a team of CFP-certified and experienced financial consultants, they serve both self-directed investors and clients seeking personalized guidance. Schwab supports all wealth levels with tailored solutions, from individual investing to comprehensive financial strategy, and hosts complimentary workshops on investing, trading, and wealth management.
Marin Wealth Advisors LLC is an independent financial advisory firm based in San Rafael serving clients throughout Marin County and the North Bay. They provide comprehensive wealth management, investment management, retirement planning, and financial consulting services tailored to individual and family needs. The firm is committed to fiduciary principles and personalized financial guidance.
In Touch Financial Services LLC is an independent financial advisory firm based in Oakland serving the Bay Area with personalized financial planning and investment management services. The firm provides comprehensive financial guidance to help clients build and protect their wealth through customized strategies tailored to individual goals and circumstances.
EntreFolio Wealth Management is a financial advisory firm based in Oakland specializing in comprehensive wealth management and financial planning services. They work with clients to develop personalized financial strategies and investment plans tailored to individual goals and circumstances.
Affinity Capital Advisors LLC is an independent financial advisory firm based in Berkeley serving the San Francisco Bay Area with personalized investment management, retirement planning, and comprehensive financial strategy. The firm specializes in helping clients build and preserve wealth through fee-only advisory services, meaning clients pay for advice directly rather than through commissions on product sales. Their team works closely with individuals and families to develop customized financial plans aligned with long-term goals.
Emily S. Chan is a Private Wealth Advisor with Ameriprise Financial Services in San Rafael, specializing in comprehensive financial planning for individuals and families. Holding multiple advanced certifications including CFP (Certified Financial Planner), AEP (Accredited Estate Planner), and AIF (Accredited Investment Fiduciary), Emily provides expertise in wealth management, retirement planning, estate planning, investment management, and risk management. She works with high net worth clients and small business owners to develop integrated financial strategies tailored to their specific life situations.
Alpha Wealth Management and Planning is an independent financial advisory firm in Novato serving the North Bay with comprehensive wealth planning and investment management services. The team helps clients build and preserve wealth through personalized financial strategies tailored to individual goals and circumstances. They focus on delivering strategic guidance to help clients make informed decisions about their financial future.
Wealth Enhancement Group is a financial advisory firm serving the El Cerrito area and surrounding Bay Area communities. They provide comprehensive financial planning, investment management, and retirement planning services to help clients build and preserve wealth. Their team of certified advisors works with individuals and families to develop personalized financial strategies aligned with their goals.
Lula Financial is a fee-only, fiduciary financial planning firm in Oakland that makes financial planning accessible and straightforward. They help individuals and couples with comprehensive financial planning including retirement, budgeting, home buying, RSU/stock options, tax guidance, college savings, life insurance, student debt, and credit card debt. Their approach focuses on creating clear, actionable plans tailored to your specific situation.
Charles Schwab's Milpitas branch is a full-service investment and brokerage firm serving individual investors and those seeking comprehensive financial planning. The branch offers self-directed investing platforms, financial consulting, wealth management services, and retirement planning guidance through experienced Financial Consultants. Whether clients prefer to manage their own investments or work with advisors, Schwab provides tailored solutions across all wealth levels with access to their mobile app, educational workshops, and 24/7 support.
Destination Wealth Management is an independent financial advisory firm in Walnut Creek serving clients throughout Northern California. They provide comprehensive wealth management, investment management, retirement planning, and financial advisory services tailored to individuals and families. The firm emphasizes personalized strategies and fiduciary-standard advice to help clients build and preserve wealth.
New Assets Investment Advisors LLC is an independent financial advisory firm based in Milpitas serving the Bay Area with personalized investment management and financial planning services. The firm helps clients build and preserve wealth through customized strategies tailored to individual goals and circumstances. Their experienced advisors focus on providing comprehensive financial guidance to help clients make informed decisions about their money.
Bessemer Trust is a privately owned, independent multi-family office providing comprehensive private wealth management to high-net-worth individuals and families in San Francisco. With 119 years of experience, they offer investment management, estate planning, tax advisory, family office services, and specialized guidance on business succession, real estate, philanthropic giving, and corporate trustee services. Their approach combines personalized advice with institutional expertise, focusing on understanding clients' complete financial and personal circumstances to align strategies across all wealth management needs.
Parsons Wealth Management is an independent financial advisory firm based in Half Moon Bay serving the San Francisco Peninsula. They provide comprehensive wealth management, financial planning, and investment management services tailored to individuals and families. Their team focuses on creating personalized financial strategies to help clients build and preserve wealth.
Sun Wealth Advisor of LPL Financial is an independent financial advisory firm serving the San Jose area and greater Bay Area. They provide comprehensive financial planning, investment management, and retirement strategy services to help clients build and preserve wealth. As an LPL Financial advisor, they combine personalized guidance with access to a full range of investment products and planning tools.
Shane Jacksteit is a CFP-certified financial advisor with Edward Jones in Sunnyvale, specializing in comprehensive financial planning for individuals and families. With credentials including CEPA, CAP, AAMS, and CRPC designations, Shane offers personalized investment management, retirement planning, and wealth strategy services tailored to each client's unique goals. Edward Jones combines personal service with institutional resources to help clients build and preserve wealth.
Canyon Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, offering personalized financial advice and investment management tailored to individual goals. Led by advisors in San Ramon, the practice provides comprehensive financial planning, custom investment strategies, retirement planning, and ongoing wealth management across all life stages. With over 130 years of Ameriprise's institutional backing, they focus on understanding clients' unique objectives and delivering goal-based advice supported by digital tools and regular advisor engagement.
Hendershott Wealth Management is an independent financial advisory firm in San Jose specializing in comprehensive wealth management and financial planning. They work with clients to develop personalized investment strategies, retirement planning, and long-term financial goals. The firm emphasizes a consultative approach to help clients build and protect their wealth.
Edward Jones financial advisor Sven Geffken, CFP®, provides personalized financial planning and investment management services to individuals and families in the Pacifica area. With CFP certification, Sven helps clients build comprehensive financial strategies tailored to their goals, whether saving for retirement, managing investments, or planning for major life events. As part of Edward Jones, a trusted national firm with local service, Sven combines one-on-one guidance with access to a full range of financial products and services.
Aspiriant Wealth Management is an independent financial advisory firm based in Mountain View serving high-net-worth individuals and families throughout the Bay Area. They provide comprehensive wealth management services including investment management, financial planning, and retirement strategy tailored to their clients' long-term goals. Aspiriant combines personalized advisory relationships with a fee-only approach to align their interests directly with their clients' financial success.