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

Pacific Advisors
15 miles from Menlo Park, 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
Wade Financial Advisory, Inc.
17 miles from Menlo Park, 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
17 miles from Menlo Park, 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
17 miles from Menlo Park, 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
18 miles from Menlo Park, 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
19 miles from Menlo Park, 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
22 miles from Menlo Park, 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: NAPFA Member, Financial Planning Association Member, Certified Financial Planner, Retirement Distribution Plan, Fiduciary, Retirement Income Planning, Retirement Planning, 401k Rollovers, Financial Planning, Financial Advisor, Comprehensive Financial Planning, Registered Investment Advisor, LGBT And Same-Sex Couples Financial Planning, 401K Consulting, High Net Worth Planning, Stocks, Divorce Planning, Mutual Funds, Rollover Of 401k Or IRA, Women's Issues
Balance Financial Planning, LLC
22 miles from Menlo Park, 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
22 miles from Menlo Park, 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

Focused Finances, LLC
22 miles from Menlo Park, 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

Financial Perspectives
24 miles from Menlo Park, 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
Libra Wealth LLC
25 miles from Menlo Park, 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

SAS Financial Advisors, LLC
25 miles from Menlo Park, CA

Ira Fateman, BS, CFP, M.Ed.
We are a boutique practice with a focus on your needs and goals. We provide financial planning and investment management services. What sets us apart from many firms is that we are fee-only. We do not earn commissions fr... See More

Wetherby Asset Management
25 miles from Menlo Park, 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

KB Financial Advisors, LLC
25 miles from Menlo Park, CA

Jackie Kleinman, CFP

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