Best Financial Advisors in Palo Alto, California

“I’ve been working with Glen as my financial advisor, and he’s been an incredible resource, especially as a business owner. He’s extremely knowledgeable, proactive, and has helped me optimize my finances in a way that’s both strategic and easy to understand. Most importantly, he’s been very effective at keeping my tax rates as low as possible while making sure everything is done correctly. Glen is responsive, thoughtful, and clearly has his clients’ best interests in mind. I’d highly recommend him to anyone looking for a solid, trustworthy financial advisor.”

“I can’t recommend Peter Mu highly enough! He provided outstanding financial guidance both before and after my recent promotion, helping me prepare for the transition and make smart decisions afterwards. Peter takes the time to really understand your goals and gives clear, practical advice that makes a big difference. His professionalism, expertise, and approachable style made the entire process seamless. I feel much more confident about my financial future thanks to his guidance.”

“Working with Rick's team at Financial Zen has far exceeded my expectations in every way! Before selecting Rick, I talked with 10+ financial advisors, and no one came close to the quality and value he offers. I just finished Financial Zen's six-month onboarding program, in which Rick and his team helped me transform my finances from sorta disorganized to 100% streamlined. As an operations and UX professional, I am a harsh judge of customer experience, but I have only effusively positive things to say about Rick's approach to working with clients. He visibly cares about creating a top-quality, high-ROI client experience — and it shows in every aspect of his work. In the time I've worked with Rick, he's also been building out his team and has ensured that every member of Financial Zen delivers the same level of excellence. Beyond getting clear on my cash flow and streamlining my financial accounts, Rick's program includes tasks that other advisors considered out of scope (or would charge extra for), like auditing my insurance, reviewing tax returns, and jointly working with an estate lawyer. He has thoroughly and thoughtfully designed every aspect of his program, like having comprehensive to-dos managed through a Monday dashboard, plus weekly modules complete with helpful videos and a workbook. In addition to the program's standard curriculum, Rick has enthusiastically worked with me to address bespoke topics and to-do's for embarking on creating a solopreneur business. To me, this is the ultimate testament to Rick's commitment to helping people with all aspects of their financial health. Other advisors had zero interest in helping me with my new venture because it fell outside of their usual offerings, whereas Rick was super pumped about the opportunity. His expertise, support, and excitement surpass anything I could have hoped for. This brings me to my last point: Rick and his team are a joy to work with. He's passionate about helping people through his business, and his enthusiasm is infectious. Rick clearly believes that helping people attain financial zen is the work he's meant to be doing, and it shows. I am grateful to Rick and his entire team at Financial Zen for being my personal CFO, and I wholeheartedly recommend them!”

“We have worked with Traveka Wealth for years and find them to be trustworthy, reliable, and very knowledgeable investment advisors. I do not like to manage investments, so knowing that our assets are professionally managed gives me great peace of mine. Especially in these uncertain times, I rely heavily on Traveka to keep me focussed on the truly important things and not worry about insignificant events. Traveka lets me sleep well every night! I trust them completely.”

“Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni, Lisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don’t know anything about money, or the market, or really budgeting, if we’re being honest. My working class family didn’t know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I’m concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they’re thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don’t judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you’d hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We’ll be clients for life.”

“Finding a financial advisor who not only understands the markets but genuinely cares about your personal journey is rare. I am incredibly fortunate to work with Roshani. She specializes in the tech sector, which is crucial for my portfolio, and her expertise has been invaluable in navigating its unique opportunities and volatility. What truly sets her apart is her commitment to clarity and accessibility. She is always available for a quick call to answer questions, and she ensures I have a full, crystal-clear understanding of every investment we make. I never feel lost or pressured; I feel educated and confident. Furthermore, her strategic planning is exceptional. She takes the time to deeply understand my short and long-term goals and builds her strategy accordingly. This was most evident recently when we experienced the unexpected events of a major family move and the arrival of a new child. Without skipping a beat, she quickly pivoted our entire plan to accommodate these significant life changes. Beyond her direct financial planning, she is a phenomenal resource. She immediately introduced me to key contacts in her network to assist with other opportunities and services related to our expanding portfolio. She doesn't just manage money; she helps build holistic financial success. I wholeheartedly recommend her to anyone looking for expert, personalized, and proactive financial guidance.”

“I have been a client of Marty forever, and he and his team have always delivered top tier bespoke financial planning services. Whether it’s his full transparency about how he and his team tap extensive expert resources to build and adjust their customized plan for my specific situation, shifting over the years to reflect the various shifts and slews of my career here in Silicon Valley, to their instant reaction to popup needs or changes, to their ongoing efforts behind the scenes to make sure those back end expert market research resources are in fact the best available, nothing has made me question my choice to entrust my finances to MA Private Wealth. I highly and unreservedly recommend MA Private Wealth to anyone seeking expert financial planning services.”

“I first contacted Stoyan to get advice on the timing of converting a traditional IRA to Roth. His answer was so thoughtful that I realized I'd benefit from his guidance in all aspects of my financial planning. In addition to doing a great job managing my portfolio, he researches and advises on ideas I come up with on my own—the latest being opening a donor-advised fund. I view him as a valued partner as I prepare for retirement in three years, and it give me peace of mind knowing I have a top-notch professional taking care of my financial health.”

“We’ve been with Insight Wealth Strategies since the days when David Chazin was with Lincoln Financial. As people who aren’t investment strategists ourselves, we truly appreciated the time David spent walking us through the different strategies and options available. He always made sure we understood the “why” behind every decision, and that built a strong foundation of trust. Over the years, we’ve seen David transition to building the excellent team that now includes Brian, Michael, and Chad. The handoff was smooth, and we continue to feel confident knowing we’re in great hands. Brian, Michael, and Chad are all incredibly knowledgeable, professional, and friendly. They take the time to understand our goals and communicate clearly, which gives us peace of mind. We’re very impressed with how they manage our portfolio and how proactive they are in keeping us informed and aligned with our long-term financial objectives. We highly recommend Insight Wealth Strategies to anyone looking for a thoughtful, client-focused financial advisory team.”

“Pesta and Pesta have been our wealth advisors since 2007, who’ve guided us to remain steady and balanced in our financial plan through changes in our professional, family, and health status, as well as the inevitable and sometimes volatile fluctuations in the financial market. Since Jeff made the decision to retire and Derek took the helm, the transition has been smooth. When we’re nervous, Derek is calm and focused, talking us through the various scenarios we might be contemplating and helping us to choose wisely. When we have a question or need, Derek always finds the time to listen and provides wise and thoughtful feedback and service. We stay with Pesta and Pesta because they’ve earned our trust. We highly recommend Pesta and Pesta.”

“We’ve been with Alfred for quite some time now and he’s been a game changer throughout our financial journey. A+ customer service and he’s always there for any finance related speed bumps. Thank you so much Alfred!”

“Bordeaux Wealth Advisors is an exceptional group! Team members collaborate effectively to deliver holistic, best-in-class service to clients.”

“I decided to work with Alison Wealth Management after meeting with several other financial advisors seeking someone to help me plan my retirement, and have been so happy with my decision. Dave Alison and his team are professional and flexible. They provide excellent research and advice, including weighing the pros and cons of various options. My favorite parts of the partnership are having tax implications considered in each scenario, having a long-term view, and Dave’s focus on sharing his knowledge by training financial advisors. I am happy to recommend Alison Wealth Management to investors looking for next level financial advising.”

“After being long-term clients of other financial advisors, large and small, my husband and I sought out a local NAPFA firm to gain more personal attention in financial planning as well as portfolio management. When we met with Sierra Pacific Financial Advisors we immediately noticed a difference from other firms we'd worked with and interviewed. They were very thorough and attentive to our particular financial situation and offered plans and strategies that suited our near-term and future needs. As Sierra Pacific Financial Advisors clients we feel confident of our financial future and look forward to their continued guidance during up and down market conditions, through upcoming life changes, and future retirement.”

“We’ve been with Jackie and her team at KB FINANCIAL ADVISORS for over a decade, and they’ve been absolutely incredible every step of the way. We first chose them because they were the top-rated firm for tech professionals, highly recommended by several major SF Tech companies — and that recommendation couldn’t have been more accurate. Jackie has helped us navigate everything from equity comp, RSUs, and IPOs to retirement planning, insurance, and estate strategy. Her advice is always thoughtful, clear, and tailored to our goals — she truly understands the tech world and the financial challenges that come with it. And when it comes to taxes, Chelsea is an absolute gem. Her depth of knowledge, attention to detail, and ability to make complicated tax situations feel manageable is unmatched. Having both our financial planning and tax strategy handled under one roof has been a game changer — seamless, smart, and stress-free. Jackie and Chelsea are not only incredibly sharp — they’re warm, responsive, and genuinely care. We’ve relied on them through career changes, market ups and downs, and major life moments, and they’ve always had our back. If you’re in tech and looking for a trustworthy, full-service financial team in the Bay Area, we can’t recommend Jackie, Chelsea, and the entire team at KB Financial Advisors, highly enough.”

“I've been fortunate to work with Schneider Wealth Management for over 15 years. Meredith and her team provide top-notch financial advice and long-term strategic planning. I particularly appreciate their clear reporting and the smart systems they use to model the likelihood of achieving your financial goals across different life events. They truly listen and get to know what you and your family want in your life and help you get there. Having worked with other financial “advisors” in the past, and having been approached others since, I can say the difference with SWM is clear. Many are focused on selling products or funds, often driven by commissions. I much prefer their fee-based model, which ensures the advice is genuinely in your best interest. Meredith takes a disciplined, thoughtful approach to investing that captures upside opportunities while managing downside risk. I've learned a lot from her over the years. I can't recommend Schneider Wealth Management highly enough.”

“Shane is a financial advisor you can trust to look out for your best interests.”

“This is a great office. I love their friendly front desk staff. Every single time I'm here i feel like I'm being warmly greeted and sincerely welcomed. They have a large parking lot and there's a nice, clean restroom outside of the office. Ive been very happy with all of the staff here and their services and highly recommend!”