Areas served: Sunnyvale, CA and surrounding Santa Clara County
Sunnyvale's financial advisory landscape reflects the city's unique position in Silicon Valley, with many advisors specializing in equity compensation, pre-IPO planning, and tech industry wealth management. The local market includes independent Registered Investment Advisors (RIAs), fee-only planners, and representatives from national firms, each offering different fee structures and service models. This directory provides detailed comparisons of financial advisors serving Sunnyvale and surrounding Santa Clara County communities.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Ken Prodger is a fee-only financial advisor in Santa Clara specializing in comprehensive financial planning and investment management for individuals and families. As a CFP® and ChFC® professional, he provides personalized guidance on retirement planning, estate strategies, and wealth management without relying on commissions. Ken's approach focuses on long-term financial goals and fiduciary responsibility to his clients.
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.
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.
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.
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.
RBC Wealth Management is a full-service financial advisory firm offering investment management, retirement planning, and personalized wealth strategies for high-net-worth individuals and families. Located in downtown San Jose, the branch provides comprehensive financial guidance from experienced advisors who help clients build and protect their wealth through tailored investment solutions and long-term financial planning.
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.
Teh Financial Coaching is the top-ranked financial advisor in Sunnyvale with a Lantern Score of 84.52/100 and a 5-star rating based on 90 reviews. Founded by Christine Teh, the practice specializes in helping working professionals, self-employed entrepreneurs, and couples take control of their finances and build wealth.
Multiple top-ranked advisors serve tech professionals in Sunnyvale. Monroe Wealth Management (Lantern Score: 82.92/100) specializes in high-income tech employees and business owners with equity compensation, while Financial Zen (82.15/100) and True Root Financial (81.04/100) focus on tech professionals seeking financial independence and tax optimization strategies.
Financial Zen (Lantern Score: 82.15/100) is specifically tailored for high earners seeking financial independence and early retirement, while Summit Wealth & Retirement Partners (83.11/100) serves pre-retirees and retirees with comprehensive financial planning. Modern Family Finance (81.04/100) also helps professionals pursuing financial independence with tech equity compensation.
Teh Financial Coaching (Lantern Score: 84.52/100) is specifically designed for self-employed entrepreneurs and lists them as a primary audience. Modern Family Finance (81.04/100) also specializes in self-employed business owners seeking comprehensive financial planning and tax-smart strategies.
MA Private Wealth (Lantern Score: 77.70/100) is a boutique fiduciary firm specifically serving high-net-worth individuals and tech professionals with $500,000 or more in investments. Summit Wealth & Retirement Partners (83.11/100) and Monroe Wealth Management (82.92/100) also serve high-net-worth clients with comprehensive wealth management.
iNRI (Lantern Score: 78.85/100) is specifically designed for Non-Resident Indians and global Indian employees, offering integrated US and India tax filing services and cross-border investment solutions. They manage over 1000 NRI accounts and provide tax compliance services tailored to this audience.