Financial Advisors in Daly City, California (San Mateo County)

Patricia Jennerjohn, CFP, MBA
If you're like most people, you believe that you have to work hard for your money. However, the truth is that money is also there to work hard for you.
I help my clients learn that money is here to support and serve them. The process helps you gain what I call "financial confidence."
You're smart, educated, aware, and savvy. And sure, you could do your own financial plan. Maybe even manage your investments. But is this the best use of your smarts and your time?
Yes, you want it done well. But, it turns out, you don't want to do it yourself. You appreciate real expertise, but in financial matters, you don't want to be the expert. You don't have more money than you know what to do with, but you want to know what to do with what you have.
Understanding what you want to accomplish can be hard to figure out on your own. I believe it's more enlightening to explore your aspirations with a knowledgeable partner. Someone that will help you think creatively about where you want to go.
I'd like to be your financial planning partner. I'll take you seriously, but with a relaxed approach. I'll collaborate with you, rather than issuing you a predesigned set of recommendations. I'll work to understand what's really important to you. And, help keep you focused on real goals-which is making your plan work, not beating the market.... See More

Cheryl Vesely, CFP, MA
Balance Financial Planning, LLC provides fee-only financial planning and investment advice. Our goal is to help busy professionals and families manage their finances so they can focus on other areas of life. We can help with all dimensions of your finances, from developing a budget to creating a retirement plan to building an overall investment strategy.
We are committed to providing practical, cost-efficient, customized solutions. Whether you want help with one specific area or a comprehensive plan, our flexible fee structure allows us to tailor our services to meet your needs by offering hourly, project-based, and ongoing engagements.... See More

Financial Solutions offers Portfolio Management services and Investment Advisory services along with Financial Planning and Retirement Planning. A custom investment portfolio is created for each client.

Comprehensive fee-only financial planning for new parents and young families.

David Flowers, CFP
D. A. Flowers & Company provides comprehensive personal financial planning and investment management on a fee-only basis to families and individuals.

Brian Pon, CFP, EA
We believe each journey begins with a plan of what you want your future to look like. Many of our clients are approaching retirement while others have already made the transition.
We offer the following services: Ongoing Investment Management that includes financial planning, retirement coaching, tax planning, Medicare and long-term care consulting Also available - socially conscious investments Financial planning - no minimum net worth or income requirement Specialize in serving the LGBTQ community and non-traditional families
Please call or visit us at www.FinancialConnections.com... See More

Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

Jane Beule, BA, CFP, MBA
Griffin Black, Inc. offers integrated, fee-only financial advisory services focused on helping clients improve the quality of their lives. Sound investment management is a crucial component of our practice, but it is only one part. We also help clients better understand and manage their personal cash flow. We help them analyze and, where possible, lower their financial risk. We seek to reduce the complexity as well as to improve the transparency of their finances, helping them "take back control" of their lives. Though our clients are all different, we specialize in working with professional & executive women (and their families) and small business owners.
Our clients typically have portfolios that range from $500,000 to $2,000,000. We can, however, accommodate younger clients who are working to accumulate an asset base. Though most of our work is done on a retainer basis, we are also happy to do project work for clients who may be looking for a more limited engagement. Please contact us if you would like to schedule a complementary one-hour consultation to discuss your needs.... See More

Celeste Mirassou, CFP
I'm Celeste Mirassou, CFP®, RIA, an independent financial planner. I offer my financial planning and budgeting services on a project or hourly basis - only. I am compensated only by you, so my focus is on your specific needs and budgetary requirements. My loyalty is only to you. I receive no commissions for products.
I am also a Registered Investment Advisor. I provide objective and affordable solutions for investors looking for cost-effective help with investing. I focus on your needs, with no management fees based on "minimum" investable assets.
Everyone has different needs. I have found that's definitely the case when it comes to finances. Some of us wonder how we should invest our money. Others worry about how to save enough money to invest. Some of us are concerned with buying our first home. Others wonder about selling a home when they retire. Still others are wondering if they ever can retire!
No matter what your financial questions may be, I believe the best way to get reliable, practical and objective answers is to work with a financial planner.
The bottom line - no matter what the issue - is that I want to work with you to find a solution. As a problem-solver, it is my business, and my passion, to make a difference and touch lives by giving my clients the tools they need to manage their money with ease.
Sound good? All it takes to get started is a phone call, or an email, or a click on the link above. I look forward to talking to you about your financial goals, issues, and problems. Working together, I know we can get you to where you want to be.... See More

Fee-only comprehensive financial planning for new parents and young families.

Julie Schatz, CFP
We can help with the answers!
Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families build secure financial futures and pursue their passions.
We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
As our client, you will know how we are compensated, which is through client fees only. Our advice will always be in your best interest and we will sign a fiduciary oath for you.

Sincerely,

Julie Schatz and Jennifer Cray
Investor's Capital Management, LLC.... See More

Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered Investment Advisor (RIA) that offers a full suite of wealth management services

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, and as a Chartered Financial Analyst, we study financial information and provide the due diligence to examine the risk-reward profile of the best investment solutions for you. We keep investments solutions and their explanations simple and transparent. We are only paid by you and working only for you.... See More

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.

We have extensive experience dealing with self-employed and partially self-employed people (including physicians and university professors who may have regular employment as well as self-employment), with couple's issues and helping couples communicate about money, with self-directed investing, tax management, estate planning, risk management and general financial planning.

We are dedicated to the proposition that everyone should be able to get unbiased and fair advice, and get full value for their money whether it's paying for planning or the investments themselves.... See More

Nicholas Rugh, BS, CRPC, MS
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Rugh Financial is an independent, fee-only, financial planning firm in Palo Alto, CA. Rugh Financial provides services in the area of comprehensive financial planning primarily for pre-retirement individuals, couples and families. Rugh Financial believes in the tenets of Modern Portfolio Theory and strategic asset allocation. Rugh Financial is particularly sensitive to providing prudent and efficient planning and investment strategies for his clients to maximize their opportunities to achieve financial success. Major areas of focus in the financial planning process are:
Investment Management
Retirement Planning
Risk Management
Tax Planning
Estate Planning... See More