Financial Advisors in Livermore, 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

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

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

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

At Blossom Wealth Management, we do more than just help families accumulate assets and transfer those assets to the next generation. We also collaborate with the family’s team of professional advisors. Most importantly, we bring in resources when appropriate. We make sophisticated and confidential connections for clients interested in anything from luxury travel, lifestyle ventures (art, aircraft and watercraft) to agricultural holdings (wineries, farms and ranches). We understand that some investments go beyond monetary return. They provide an oasis for their owners.... See More

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

Neerja Bhutani, CFP
Bhutani-Palmin works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life.
We specialize in the needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want – from one-time meetings to address a specific issue to ongoing integrated planning that addresses all aspects of your financial life.
We do not require asset management, long term contracts or income minimums. We do not sell financial products of any kind: we are compensated only by you, the client, for the advice we give on an hourly basis. You can be assured that our recommendations benefit our clients and only our clients.... See More

IRA Roll Over Specialist

Ann Fleming, CFP, MS

Richard Gross, CFP, CMFC, MBA

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing sound financial information.

As an independent organization we feel that we can bring an unbiased and more competitive approach in fulfilling our client's needs. Our associates feel that tax planning, retirement planning, and estate conservation strategies should be a top priority for businesses, individuals and families of all ages and income ranges.

American Asset & Wealth Management provides financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals. We have been fortunate to serve the professional community for their personal financial needs as well.... 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

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

Robert Garner, CMFC, CRPC
Garner Financial Management, Inc. was founded with one very important and underlying mission - to improve and enrich the quality of life for you and your family. We will work to develop an investment plan that focuses on asset accumulation and preservation based on proven investment strategies.... See More