Financial Advisors in Danville, California (Contra Costa County)

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 from sale of insurance or investment products. Our recommendations to you are in your best interests.
We understand that your financial success comes not just from a carefully constructed portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process with a goal of helping you make better financial decisions in your personal life.... See More

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 advice as well as a sound financial framework to make life choices in a more meaningful and holistic way. Our investment strategies are rooted in discipline, with a focus on tax efficiency, reducing costs, and managing risk.
We have the expertise: As a CPA's, CFP's, & Registered Life Planners we've dedicated ourselves to helping clients like you achieve financial wealth and peace of mind. Learn how almost every facet of your life can be more rewarding at the same time as your nest egg is growing.
We're independent: As an independent firm and fiduciary, we work for our clients - not for a brokerage firm, bank, or insurance company.
We're passionate: The true purpose of financial planning is helping you live your best life in a balanced, thoughtful way, using the resources you have.
If you haven't noticed already, we're different than most traditional financial services firms, and proud of it. Starting with our first conversation, we carefully craft an experience that will add clarity, confidence, and flexibility to your financial and other life decisions.
Visit our website to learn more about our services and schedule a 30-minute introductory call. ... See More

Lexi Olian, CFP

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, unbiased and thoughtful financial counsel centered on each client's unique needs and priorities.... See More

Jackie Kleinman, CFP

Troy Thompson, CFP, JD
Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life-tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, goal setting, budgeting, and more. I help my clients transform their lives by gaining control over their finances.... See More

Russell Kroeger, CFP

Milo Benningfield, CFP, JD
Benningfield Financial Advisors is an independent, fee-only financial advisory firm based in San Francisco. We help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it.
Combining investment mangement with broad financial planning, we simplify our clients' lives, protect their resources, and help them stay on track to realize their most important personal goals.... See More

Michelle Fait, CFP, EA, MBA
LIFE IS BETTER WITH THE RIGHT PARTNER
Satori Financial LLC works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.
Satori focuses on the planning needs of clients who are single, by choice or by chance, particularly those beginning again after divorce, and working professionals who want to outsource help with their financial life.
In addition to the traditional investment management and retirement planning, Satori offers - Active TAX PLANNING and advice by a credentialed professional to help you make tax-intelligent decisions, and representation before the IRS if needed - ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation - Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you've acquired - VALUES-BASED PLANNING and a discovery process focused on what you want out of life, developing a financial strategy that supports your personal as well as financial goals
Michelle Fait is a Certified Financial Planner practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor's degree in Economics from U.C. Berkeley. She is also an Enrolled Agent (EA), allowing her to represent clients before the IRS, and a Certified Divorce Financial Analyst (CDFA), trained in financial and tax matters related to divorce and marriage.
You don't have to do this alone. Contact us to see how we can help.
Very truly yours,
Michelle A. Fait, President... See More

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.

We have extensive experience dealing with self-employed and partially self-employed people (including physicians and university professors who may have regular employment as well as self-employment), with couple's issues and helping couples communicate about money, with self-directed investing, tax management, estate planning, risk management and general financial planning.

We are dedicated to the proposition that everyone should be able to get unbiased and fair advice, and get full value for their money whether it's paying for planning or the investments themselves.... See More

Fee-only comprehensive financial advice for new parents and growing families.

Nicholas Rugh, BS, CRPC, MS
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Rugh Financial is an independent, fee-only, financial planning firm in Palo Alto, CA. Rugh Financial provides services in the area of comprehensive financial planning primarily for pre-retirement individuals, couples and families. Rugh Financial believes in the tenets of Modern Portfolio Theory and strategic asset allocation. Rugh Financial is particularly sensitive to providing prudent and efficient planning and investment strategies for his clients to maximize their opportunities to achieve financial success. Major areas of focus in the financial planning process are:
Investment Management
Retirement Planning
Risk Management
Tax Planning
Estate Planning... See More

Julie Schatz, CFP
We can help with the answers!
Our clients have been in your shoes. As a team of dedicated, fee-only financial advisors we have helped them achieve their goals. We have a passion for providing advice to help individuals and families build secure financial futures and pursue their passions.
We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
As our client, you will know how we are compensated, which is through client fees only. Our advice will always be in your best interest and we will sign a fiduciary oath for you.

Sincerely,

Julie Schatz and Jennifer Cray
Investor's Capital Management, LLC.... See More

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 enjoy the wealth you've already accumulated, Castellan Financial Advisors stands ready to serve you. We do not require account balance or personal income minimums. Please check out our website for more details, and contact us to schedule your complimentary "Get Acquainted Meeting".... See More

Fee-only comprehensive financial planning for new parents and young families.