Areas served: Mountain View, CA and surrounding Santa Clara County
Mountain View's financial advisory landscape reflects the city's concentration of technology professionals, with many advisors specializing in equity compensation, stock options, and RSU planning alongside traditional wealth management. The area serves employees from major tech employers as well as entrepreneurs and established residents throughout the city. This directory provides verified information on local financial advisors, including their credentials, fee structures, fiduciary status, and areas of specialization.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Parallel Advisors is a full-service wealth management firm with 19+ years of experience and $10B+ under management, serving high-net-worth individuals and families. They provide comprehensive financial planning, investment management, tax strategy, estate planning, trust services, and access to private market investments. As a fiduciary advisor, Parallel Advisors prioritizes client goals through personalized wealth strategies, risk management, and divorce/philanthropic planning services.
Orchid Wealth Management is an independent, fee-only registered investment advisor in Palo Alto founded by Seth Swenson. They specialize in values-based investing, helping clients build custom-tailored investment portfolios aligned with their personal values and financial goals. As fiduciaries, Orchid prioritizes client interests above all else, charges transparent negotiated fees with no commissions, and offers comprehensive financial planning services including retirement income planning, wealth-building strategies, and ongoing portfolio management to help clients achieve long-term financial freedom.
Modern Wealth Management in Campbell provides comprehensive financial advisory services including investment management, retirement planning, and wealth strategy for individuals and families. Led by experienced financial advisors, they take a personalized approach to help clients build and protect their wealth through tailored financial plans. They serve the San Francisco Bay Area with a commitment to understanding each client's unique goals and circumstances.
California Financial Advisors is a fiduciary registered investment advisory (RIA) firm based in San Ramon, serving affluent clients across over 40 states and internationally. With $2B+ in assets under management and recognition as one of America's top RIAs (ranked #21 nationally in 2024), they provide personalized investment management, portfolio strategy, and comprehensive financial planning. Their client-first approach is backed by a 99.45% average annual retention rate since 1998, reflecting deep relationships and consistent support for long-term wealth goals.
Fisher Investments is a wealth management firm providing investment advisory services, portfolio management, and financial planning to clients in the San Mateo area. With offices throughout California and beyond, they offer personalized investment strategies designed to help clients build and preserve wealth across market cycles.
Sand Hill Global Advisors is an independent financial advisory firm based in Palo Alto specializing in comprehensive wealth management and investment services for high-net-worth clients. The firm offers personalized financial planning, portfolio management, and strategic advisory services tailored to complex financial situations. With a focus on global market expertise and fiduciary principles, they serve discerning investors seeking sophisticated wealth strategies.
Monroe Wealth Management is the top-ranked financial advisor in Mountain View with a Lantern Score of 82.92/100 and a 5-star rating based on 39 reviews. They specialize in wealth management for tech employees and business owners, with 12+ years of experience serving the San Francisco Bay Area.
Financial Zen (Lantern Score: 82.15/100) is specifically designed for tech professionals seeking financial independence and early retirement, while True Root Financial (Lantern Score: 81.04/100) focuses on tech professionals with equity compensation planning for financial independence. Both firms are highly rated with 5-star reviews.
Monroe Wealth Management (Lantern Score: 82.92/100) specializes in business owners and executives with equity compensation, while Traveka Wealth, LLC (Lantern Score: 81.67/100) and Focus Partners Wealth (Lantern Score: 72.77/100) also serve business owners seeking comprehensive wealth planning and succession strategies.
Financial Zen (Lantern Score: 82.15/100) is a fee-only fiduciary firm, and Orchid Wealth Management (Lantern Score: 64.03/100) in Palo Alto is a fee-only registered investment advisor specializing in values-based investing. Both structures ensure advisors act in clients' best interests without commission conflicts.
MA Private Wealth (Lantern Score: 77.70/100) is a boutique fiduciary firm specifically serving clients with $500,000+ in investments, while DiversiFi Capital (Lantern Score: 73.97/100) manages $500M+ in assets for tech and biotech professionals with complex equity compensation needs.
None of the 23 financial advisors in Mountain View, CA are open on weekends. All firms operate on standard business hours, so you'll need to schedule appointments during weekday hours.