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

Ann Fleming, CFP, MS

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.

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

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

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

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

Jim Corbeau, CFP, MBA
We work with you to build a solid plan for your future, with a collaborative approach that is focused on your needs, concerns, opportunities and goals.
Our mission is to empower you to feel financial secure and comfortable, especially during and after times of significant change.... See More

Colleen Soares, CFP, CPA

We are a fee-only independent investment advisory firm that focuses on sustainable and responsible investing. Clients range from individuals to family trusts to family foundations to non-profits. Charles Schwab is our custodian, though we are independent.... See More

Anders Wealth Management is a fee-only™ investment management and financial planning firm in Petaluma, California, just north of the San Francisco Bay Area. At Anders Wealth Management, I use coordinated financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial assets and achieve their most important goals. Because I am fee-only™ and independent of any major financial services company, my advice is completely objective.... See More

Fee-Only Planning and Investment Management. I do not accept commissions or kickbacks for any of my recommendations, therefore my advice is completely objective. One of my most important goals is to help you achieve yours.

We are a fee-only, registered investment advisory firm that provides independent wealth management services to individuals, families, and businesses.

Brandon Grundy, CFP
Ridgeview Financial Planning is a California state registered investment advisory firm. Located in Santa Rosa, we specialize in financial planning and investment management, working with clients in Sonoma County and throughout California.
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Gifford Lehman, CFP, MBA
Our clients have all acquired some measure of wealth and are now faced with the ongoing and increasing complexity of managing their financial lives. Our clients typically fall into one or more of the following categories: 1) they have realized that their financial leverage lies in making money, not managing the money they have already made, 2) they recognize that their accumulated wealth is important to them and they may not have all the necessary knowledge or skills or discipline to manage it well themselves, or 3) they have decided that regardless of their personal capabilities, managing their wealth is not how they want to spend their time and energy. The common element in each of these categories is that they place a high value on the PEACE OF MIND that comes from working with a competent and objective advisor who can create clarity out of complexity.... See More

Catherine Hawley, CFP
Providing objective, practical & as-needed advice to answer your personal financial questions.I founded my personal financial planning practice to serve people seeking help with their financial questions. I saw a need for affordable, objective, and customized advice that is frequently sought but often difficult to find. To make my services accessible, I charge an hourly or project fee. Regardless of current circumstances, I seek to assist my clients to continually improve their finances. My aim is to help clients gain clarity and confidence so they can pursue their definition of financial success.... See More