Financial Advisors in Hayward, California (Alameda County)

Steve Johnson, BA, CFP, MBA
Johnson Lyman Wealth Advisors is a fee-only, comprehensive financial planning firm and Registered Investment Adviser in Los Altos, California managing over $180 million for families, trusts, small businesses and not-for-profit organizations. Our minimum Wealth Management engagement fee is $2,500 per quarter. We invite you to contact us at or via email at for more information. Thank you.... See More

Debra Wetherby, BA, CFA, CFP, CPA, MBA
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client's unique needs and priorities.... See More

Russell Kroeger, CFP

Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collaborative relationships: Investment Planning, Retirement Planning, Estate Planning, Tax Prep/Planning, Trustee Services, Assisting Children, Assisting Parents, Philanthropic Planning, Private Banking, Asset Protection, and Stewardship Consulting.... See More

Michelle Fait, CFP, EA, MBA
LIFE IS BETTER WITH THE RIGHT PARTNER
Satori Financial LLC works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.
Satori focuses on the planning needs of clients who are single, by choice or by chance, particularly those beginning again after divorce, and working professionals who want to outsource help with their financial life.
In addition to the traditional investment management and retirement planning, Satori offers - Active TAX PLANNING and advice by a credentialed professional to help you make tax-intelligent decisions, and representation before the IRS if needed - ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation - Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you've acquired - VALUES-BASED PLANNING and a discovery process focused on what you want out of life, developing a financial strategy that supports your personal as well as financial goals
Michelle Fait is a Certified Financial Planner practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor's degree in Economics from U.C. Berkeley. She is also an Enrolled Agent (EA), allowing her to represent clients before the IRS, and a Certified Divorce Financial Analyst (CDFA), trained in financial and tax matters related to divorce and marriage.
You don't have to do this alone. Contact us to see how we can help.
Very truly yours,
Michelle A. Fait, President... See More

Milo Benningfield, CFP, JD
Benningfield Financial Advisors is an independent, fee-only financial advisory firm based in San Francisco. We help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it.
Combining investment mangement with broad financial planning, we simplify our clients' lives, protect their resources, and help them stay on track to realize their most important personal goals.... See More

Troy Thompson, CFP, JD
Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life-tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, goal setting, budgeting, and more. I help my clients transform their lives by gaining control over their finances.... See More

Charles Malsbury, CFP, MBA
Financial Planning with Sensible Fees
Charles W. Malsbury is a fee-only financial advisor and flat-fee investment manager located near San Francisco, CA. ThinkPlanSave specializes in financial planning, and retirement planning to help clients reach their financial goals. Charles W. Malsbury is a fiduciary financial planner who offers services locally as well as virtually.
We are currently accepting new clients!
Visit our website www.ThinkPlanSave.com to learn more about our flat-fee retainer based pricing for financial planning and investment management without the high costs.
... See More

Fee-only comprehensive financial advice for new parents and growing families.

As your financial advisors, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth.

At Pacific Advisors, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized solutions to help meet those needs.

At Pacific Advisors, we believe what makes us stand out from the rest of the crowd is our:
1. Experience with high net-worth clients and their needs
2. Professional approach to financial planning
3. Organizational and personal integrity
4. Ability to employ technology to create a better experience
5. Team approach to service... See More

Joseph Alfonso, BA, CFP, ChFC, EA, RICP
Aegis Financial Advisory is a Portland Oregon and San Francisco Bay Area Fee-Only financial planner specializing in retirement planning for pre-retiree couples. We are experts in Social Security and retirement income planning and taxation. Speak to us about how we can help you fully enjoy your life in retirement free from the worry of ever running out of money. Financial Planning We believe that true financial planning is a process, not a one-time event. Life is dynamic and the financial plan must be constantly monitored and adjusted to ensure that you remain on track whatever changes may arise within your life or in the world at large. We advise continually and comprehensively in all key planning areas. Investment Management Once we understand your long term goals and have assessed your overall financial situation, we work with you to develop a prudent investment strategy. The objective of this strategy is to help you achieve your long term objectives while taking no more risk than necessary. We employ low cost, tax efficient investments when implementing your strategy. We are a Dimensional Funds advisor. Fee Our annual fee includes all of our financial planning and investment management services. It also includes ongoing consultation to address any new issues that may arise. This fee is fixed and is based on your net worth. We believe that our fee is reasonable, simple, and transparent and reflects the comprehensive nature of the services we offer. And by making our fee fixed you will not experience an increase during the fixed fee period regardless of fluctuations in the financial markets.
Schedule a free, no-obligation call.
... See More

Bill Oakes, CFP, EA
Services are offered on an hourly, as-needed, Fee-Only basis with no conflicts of interest. No products are sold, no commissions are generated. Objective, commission free financial advice is provided to everyday people. Comprehensive financial assessment addressing money management, insurance, retirement, education and estate goals is available. Also provided are focused, in-depth assessment for a specific aspect of an individual's financial life such as managing money, insurance plans, evaluating retirement goals, funding educational objectives or estate planning. Tax services include individual and business planning, preparation and representation. Taxpayers facing audits, collections and appeals may elect representation services.... See More

Are you confident you are saving enough for retirement; or if you are already retired, that your money will sustain the lifestyle you currently enjoy? Do you wonder if there is something more you should do now to protect those you love in the event of your incapacity or death? Are you concerned that your financial advisor may not be putting your best interests ahead of his or hers? Well, you are not alone and we can help.

Steve Bell, CFP®, MBA is one of several Certified Financial Planner professionals at the Wealth Conservatory; an independent financial planning and wealth management advisory, where we work as a team to keep individuals and families on feasible and attractive paths to their goals; to include making sure they do not run out of money before running out of life and that the lifestyles of their loved ones will be protected, even in the event of incapacity or death.... See More

Karl Leal, AAMS, CFP, CRPC, RICP
My mission is to provide the highest level of service and expertise in the most economical way possible. I do that by providing the service that you require on an hourly basis. I think your investments are best kept under your control with but with my guidance. I provide the level of guidance that you require to get the job done right. While my services are project based I hope that we develop a long lasting relationship. I want to be here for you when you have questions. I also strongly suggest that at least yearly together we review your financial status to see if any changes are in order. Stock market fluctuations and life events call for some type of response to keep you on the right course to attain your goals. No conflicts of interest regarding advisor compensationNo commissionsNo sales pressureNo third-party sales incentivesNo net worth or account minimums requiredNo long-term contracts or asset management required
Whether you’re thinking about retirement planning, investment recommendations, or a second opinion on the plan you already have, meet with me to see if I am a good match for what you are looking for. There is no cost for our first meeting so you risk nothing.... See More

Rodney Wade, AIF, BS, CEA, CFP, EA, MST
Wade Financial Advisory, Inc. offers comprehensive financial planning services on a fee-only basis to individuals and their families helping them to achieve their financial objectives and peace of mind. Fee-only means we do not receive commissions or referral fees from a client’s purchase or sale of products or services, thus eliminating the potential conflict of interest often found when working with other financial advisors. When we are working with clients, they can count on our advice being unbiased and in line with their interests. Comprehensive financial advice means that we analyze and integrate the many areas of our clients’ financial lives including tax, insurance, investment, retirement, and estate planning. Not only do we design and suggest strategies, but we also help implement and monitor them for maximum effect. Our advisors are credentialed and experienced in financial services and maintain their knowledge with rigorous continuing education. Each advisor has consciously chosen this profession because of the satisfaction gained through building client relationships and achieving positive results. When it comes to our clients, we feel that a collaborative approach yields the best results. In doing so, we spend time learning about our clients’ views and desires, as well as educating them about the options available. After meeting with a potential client, we design a plan with an all inclusive retainer fee that is based on income, net worth and complexity. The retainer fee includes all necessary appo... See More