Milpitas, California Financial Advisors Guide

We help you make smart choices with your money so that you can bridge the gap between where you are now and where you want to be. All services are provided on a fee only basis which means that we do not sell products for commissions. Call to schedule a complementary consultation.

When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective; someone who is paid only by you and is not told to sell you one product rather than another. You need a relationship with a firm that promises to put your interests first, a firm with proven experience and the right professional credentials. We are our client�s fiduciary. Our investment portfolios are primarily composed of Dimensional Fund Advisors (DFA) mutual funds.

... Phone: (408) 436-9800.

1737 N. First Street, Suite 290
San Jose, CA 95112-4532

... Phone: (408) 436-9800.

1737 N. First Street, Suite 290
San Jose, CA 95112-4532

... Phone: (408) 516-4682.
Cell: (408) 391-2219.

3168 Kawalker Lane
San Jose, CA 95127-1012

... Phone: (408) 730-6880.

5201 Great America Parkway, Suite 320
Santa Clara, CA 95054

... Phone: (408) 472-5655.

1514 S. Mary Ave.
Sunnyvale, CA 94087

... Phone: (650) 964-7770.

2685 Marine Way, Suite 1220
Mountain View, CA 94043

... Phone: (510) 651-7054.

39899 Balentine Drive, Suite 315
Newark, CA 94560

... Phone: (510) 438-6878.

39899 Balentine Drive Suite 200
Newark, CA 94560

... Phone: (408) 369-7399.

1901 South Bascom Avenue, Suite 1060
Campbell, CA 95008

... Phone: (408) 255-0761.

10551 N. Blaney Ave.
Cupertino, CA 95014

... Phone: (650) 964-7024.
Cell: (415)-902-5635.

5050 El Camino Real, Suite 204
Los Altos, CA 94022

... Phone: (650) 949-0775.

1000 Fremont Ave. Ste. 135
Los Altos, CA 94024

... Phone: (650) 949-2221.

779 Altos Oaks Drive
Los Altos, CA 94024

... Phone: (650) 917-1100.

101 First Street, #101
Los Altos, CA 94022

... Phone: (877) 244-1001.

850 Webster Street, #730
Palo Alto, CA 94301-2863

... Phone: (650) 494-2733.
Cell: (650) 380-3000.

2600 El Camino Real, Suite 500
Palo Alto, CA 94306

... Phone: (650) 494-2733.

2600 El Camino Real, Suite 500
Palo Alto, CA 94306

... Phone: (650) 494-2733.

2600 El Camino Real, Suite 500
Palo Alto, CA 94306

... Phone: (650) 323-3700.

624 University Avenue
Palo Alto, CA 94301-2019

... Phone: (925) 846-3768.

1811 Santa Rita Road, Suite 200
Pleasanton, CA 94566

... When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective; someone who is paid only by you and is not told to sell you one product rather than another. You need a relationship with a firm that promises to put your interests first, a firm with proven experience and the right professional credentials. We are our client"s fiduciary. Our investment portfolios are primarily composed of Dimensional Fund Advisors (DFA) mutual funds.

... Phone: (650) 323-4706.

240 Menlo Oaks Drive
Menlo Park, CA 94025

... Phone: (650) 323-4706 ext 3.

240 Menlo Oaks Drive
Menlo Park, CA 94025

... Phone: (650) 323-4706.

240 Menlo Oaks Drive
Menlo Park, CA 94025

... Phone: (650) 326-6418.

1100 Alma Street, Suite 209
Menlo Park, CA 94025

... Phone: (408) 358-5263.

15466 Los Gatos Blvd Suite 213
Los Gatos, CA 95032

... Fee-Only financial plan consulting services. We recommend no-load mutual funds only. We do not accept commisions, or kickbacks from other companies, and this allows us to work exclusively in the interests of clients. Free initial consultation available. Fixed One time fee of $1000-$2000 for comprehensive financial plan. Hourly fee based services also available for help needed on smaller part of the portfolio.

... Phone: (650) 368-5785.

59 King Street
Redwood City, CA 94062

... Phone: (925) 551-5306.

11828 Dublin Blvd.,Suite N
Dublin, CA 94568

... Phone: (925) 606-8181.
Cell: (650) 270-3930.

486 South K Street
Livermore, CA 94550

... Phone: (925) 413-8463.
Cell: (925) 413-8463.

1650 Holmes Street, Bldg. C
Livermore, CA 94550

... Phone: (650) 620-3040.

950 Tower Lane Suite 1100
Foster City, CA 94404

... Phone: (336) 382-9531.

713 Old County Road, Apt J
Belmont, CA 94002

... Phone: 925-236-1848.

2410 Camino Ramon STE. 288
San Ramon, CA 94583

... Comprehensive personal financial planning