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Financial Advisors in Palo Alto, California (Santa Clara County)

ABL Soft
15 miles from Palo Alto, CA

There is plethora of options present in the market but our asset based lending software is totally different from other software because it works with sophisticated analysis with apt monitoring tools. You will be able to witness sea change in your wo... See More

Highlights: Asset Based Lending Software, Factoring Software
Wade Financial Advisory, Inc.
15 miles from Palo Alto, CA

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-on... See More

Leal Financial Planning
15 miles from Palo Alto, CA

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 u... See More

Bill Oakes EA, CFP
15 miles from Palo Alto, CA

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. Comprehen... See More

Rodney D. Wade
16 miles from Palo Alto, CA

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 te... See More

Highlights: Retirement Planning, Certified Financial Planner, 401K Consulting, College Planning, Trustee Services, Retirement Distribution Plan, Income Tax Planning, Business Planning, Estate Planning, Investment Consulting, Legacy Planning, Investment Services, Annuities & Life Insurance, CPA, Wealth Management, Mutual Funds, Special Needs Planning, Fee Only, ETFs, Professional Wealth Management
Everest Management Corp
17 miles from Palo Alto, CA

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 availab... See More

Highlights: Women's Issues, College Planning, 401K Consulting, Young Investors, Retirement Planning, IRA, Investment Services, Independent Investment Advisor, Passive Investment Strategies, Investment Consulting, Comprehensive Financial Planning, NAPFA Member, Corporate Bonds, Professional Wealth Management, MBA, Mutual Funds, Family Financial Planning, Fee Only
Sierra Pacific Financial Advisors, LLC
21 miles from Palo Alto, CA

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 fi... See More

Highlights: 401k Rollover, NAPFA Member, Financial Planning Association Member, Investment Management, Certified Financial Planner, Fiduciary, Retirement Planning, Socially Responsible Investments, Financial Planning, Financial Advisor, Comprehensive Financial Planning, Registered Investment Advisor, 401K Consulting, High Net Worth Planning, Divorce Planning, Women's Issues, Pension Plan Design & Management, Independent Investment Advisor, Fee Only, Financial Planning For Women
Focused Finances, LLC
23 miles from Palo Alto, CA

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 the... See More

Balance Financial Planning, LLC
23 miles from Palo Alto, CA

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 al... See More

ThinkPlanSave, LLC
24 miles from Palo Alto, CA

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 pla... See More

Financial Perspectives
24 miles from Palo Alto, CA

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... See More

Highlights: Disability Income & Long Term Care Insurance, Retirement Planning, Asset Protection, IRA, NAPFA Member, Investment Consulting, Mutual Funds, Trustee Services, College Planning, Pension Plan Design & Management, MBA, 403B Plans, Certified Financial Planner, Professional Wealth Management, Independent Investment Advisor, Retirement Distribution Plan, Women's Issues, Wealth Management, Stocks, Fiduciary
KB Financial Advisors, LLC
27 miles from Palo Alto, CA

Jackie Kleinman, CFP

Wetherby Asset Management
27 miles from Palo Alto, CA

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,... See More

Libra Wealth LLC
27 miles from Palo Alto, CA

Mark Astrinos, CFP, CPA/PFS, RLP
Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful adv... See More

The Humphreys Group
27 miles from Palo Alto, CA

Lexi Olian, CFP

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