Click/tap here to find the best Cupertino, California financial advisor for your needs!

Financial Advisors in Cupertino, California (Santa Clara County)

Aegis Financial Advisory
Cupertino, CA

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 ... 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-on... 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 u... See More

Ford & Associates
Mountain View, CA

Ford & Associates is a RIA ( Registered Investment Advisor ) specializing in Fee Only comprehensive Financial Advice and Investment Counsel. We have been in this business for over 31 years and a RIA since 1982. We advise on all areas of Financial pla... See More

Highlights: Charitable Planning, Wealth Management, Investment Services, Investment Consulting, Fee Only, Women's Issues, Family Financial Planning, NAPFA Member, Income Tax Planning, Passive Investment Strategies, Retirement Distribution Plan, Independent Investment Advisor, IRA, 403B Plans, MBA, 401K Consulting, Sustainability, Stocks, Divorce Planning, Young Investors
Pacific Advisors
6 miles from Cupertino, CA

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 prov... See More

Highlights: Family Financial Planning, Comprehensive Financial Planning, Charitable Planning, Certified Financial Planner, Middle Income, Pension Plan Design & Management, Annuities & Life Insurance, Asset Protection, Investment Consulting, Investment Services, Retirement Planning, Business Planning, Mutual Funds, Disability Income & Long Term Care Insurance, College Planning, Young Investors, IRA, Estate Planning, Retirement Distribution Plan, Wealth Management
Rodney D. Wade
6 miles from Cupertino, 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
Johnson Lyman Wealth Advisors
7 miles from Cupertino, CA

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-pr... See More

Bill Oakes EA, CFP
7 miles from Cupertino, 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

Everest Management Corp
7 miles from Cupertino, 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
Sullivan & Serwitz
7 miles from Cupertino, CA

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 collabor... See More

Meyers Wealth Management
10 miles from Cupertino, CA

Fee-only financial planning and investment advisory services. Comprehensive financial plans, asset management and by-the-hour services available. We have no minimum required asset level and are happy to provide as-needed and project-based advice.
... See More

Highlights: Member Of NAPFA, Advisory And Investment Management, Financial Planning For Women, Index Funds, Independent Investment Advisor, Financial Planning, 401k Rollover, Fiduciary, 401K Consulting, Investment Advisory, Retirement Planning., Registered Investment Advisor, IRA, Family Financial Planning, Retirement Planning Advice And Services, Registered NAPFA Advisor, Charitable Planning, Income Tax Planning, Hourly Consultation, Comprehensive Financial Planning
Castellan Financial Advisors
10 miles from Cupertino, CA

Walter Romatowski, CFP, CMA, MBA
We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life. So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjo... See More

Rugh Financial, LLC
10 miles from Cupertino, CA

Nicholas Rugh, BS, CRPC, MS
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
Rugh Financial is an independent, fee-only, financial planning ... See More

Lasecke Weil Wealth Advisory Group, LLC
10 miles from Cupertino, CA

We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial p... See More

Highlights: Sustainability, Certified Financial Planner, CFP ®, Disability Income & Long Term Care Insurance, Fiduciary, Income Tax Planning, Comprehensive Financial Planning, NAPFA Member, Independent Investment Advisor, Fee Only, Special Needs Planning, IRA, Passive Investment Strategies, Socially Responsible Investments, Pension Plan Design & Management, Family Financial Planning, Charitable Planning, Investment Policy Statements, Investment Services, Retirement Distribution Plan
Beck Investment Management, LLC
11 miles from Cupertino, CA

We are a registered investment adviser firm located in the Silicon Valley. We manage investment portfolios for individuals and families. We are an independent, fee-only, low-cost financial advisory firm. With over 29 years of investment expertise, an... See More

Highlights: Mutual Funds, Divorce Planning, Wealth Management, Fiduciary, Investment Consulting, Passive Investment Strategies, Comprehensive Financial Planning, ETFs, Corporate Bonds, Family Financial Planning, College Planning, Young Investors, IRA, Independent Investment Advisor, Retirement Planning, Investment Policy Statements, Sustainability, Women's Issues, Professional Wealth Management, Retirement Distribution Plan

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.100 secs on 10/21/19)

Privacy Policy