Financial Advisors in Modesto, California (Stanislaus County)

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

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

Sierra Pacific Financial Advisors (SPFA) is an independent fee-only financial planning, investment and wealth management firm serving for individuals, families, and corporate clients. Our highly professional team provides objective and integrated financial plans that efficiently utilize your financial resources to achieve your life goals. Our ongoing wealth management services coordinate every aspect of your financial life and free your time to focus on the most important endeavors that you pursue. The unbundled corporate retirement solutions that we offer together with our strategic alliances give business owners and their employees the freedom, flexibility and control in their retirement planning.
Your individual goals and financial success drive our planning process and foster our commitment to serve you always with your best interests in mind. At Sierra Pacific Financial Advisors, we encourage your dreams, believe in your future, and help you succeed.... 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

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

Financial Perspectives is an independent, fee-only financial advisory firm with two offices conveniently located in the San Francisco bay area. We provide unbiased advice for every aspect of your financial life. Recognizing that everyone is unique in their needs and desires, we take the time to get to fully know and understand what is important to our clients. Above all, we pride ourselves on maintaining long-term, lasting relationships built on integrity and fostered by trust.

As a provider of broad-based financial advice, our primary focus remains on retirement and investment management. Through our specialization in these areas, we bring our expertise to bear on helping clients achieve the core wealth objectives of asset accumulation, capital preservation, income generation and the worry-free transference of wealth.

With the frantic pace of today’s lifestyle, people may find they have neither the time, inclination nor knowledge base to best handle the financial aspect of their lives. Unfortunately neglect can be detrimental to the success of obtaining your objectives. Ultimately we provide clients with the freedom to concentrate on the more important things in life – like family, personal success and the pursuit of their own passion – while we spearhead the endeavor of meeting their financial goals.

The recent market collapse has left investors facing an uphill battle. Losses in their accounts have left them questioning whether or not they can meet their financial goals. As a result, people are looking to protect the assets they have left and limit future losses. We have entered an unprecedented time in history that is comparable to nothing we have experienced in the past. To survive and thrive, one will need to be open to new ideas that are forward thinking and will address what lies ahead. What has worked in the past will not necessarily be successful going forward. As such, we offer unique perspectives and strategies to help you guide you through this uncharted territory.... See More

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

Partner. Educate. Guide. These three words clearly articulate how we strive to serve as our clients' trusted advisors, helping grow and secure assets to provide financial opportunities and peace of mind. We take this mantra to heart within our own team, working closely together to share knowledge. We continue to expand our skills, and guide each other, following our core values of integrity, expertise and service.

In 1986, Rodney Wade founded the firm Wade and Associates, serving as an independent contractor to broker-dealer Waddell and Reed Financial Services. Realizing that his clients could be much better served through comprehensive advisory services rather than individual financial products, Rodney founded Wade Financial Advisory in 1992.

An active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), Wade Financial Advisory, Inc. is an independent, fee-only Registered Investment Advisor (RIA). As such, we are committed to always acting in the best interests of our clients. We receive no commissions on the solutions we recommend, meaning that our advice is always based on your financial needs. As a fee-only advisory firm, the cost of our services is entirely dependent on your unique needs. Please contact us to discuss your individual account and needs.... 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

IRA Roll Over Specialist

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

Ann Fleming, CFP, MS

Richard Gross, CFP, CMFC, MBA

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.
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