Best Financial Advisors in Sunnyvale

2022

We scored 43 Financial Advisors in Sunnyvale, CA and Picked the Top 9

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Sunnyvale Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Read more about our selection process

Last Updated: November 20, 2021

High Net Worth Estate Planning
Accredited Investment Fiduciary®
Financial Planning

Athena Wealth Management is a financial advisory firm that caters to clients in Sunnyvale and the surrounding areas. Its line of services includes financial planning and investment management. In addition, it provides assistance with optimizing various government programs, such as CSRS or FERS benefits, Medicare, and Social Security. Matthew Foertsch, its financial planner, brings more than 10 years of experience in the industry. He holds the Accredited Investment Fiduciary and Chartered Federal Benefits Consultant designations.

Click to Call

800 West El Camino Real
Mountain View, CA 94040

Website

Leave Feedback

(650) 390-5074 Website

Estate Planning
Retirement Planning
Tax Planning

Honu Wealth Management is an independent firm that offers investment advisory and financial planning services to clients in Sunnyvale. Named after the Hawaiian word for turtle, the firm helps clients make well-informed decisions about their finances and retirement. It also helps small businesses with investment consulting, retirement plan and benefits selection, and providing educational seminars. Garth Williams established the firm in 1994. Williams is a Certified Financial Planner and holds a degree in electrical engineering and an MBA.

Click to Call

1307 South Mary Avenue
Sunnyvale, CA 94087

Website Facebook

Leave Feedback

(650) 917-3400 Website

Certified Financial Planner (CFP)

Ken Prodger, CFP, ChFC, ChSNC, AIF, assists residents in Sunnyvale and the surrounding areas with meeting their financial goals. Prodger and his firm help clients create financial plans, manage taxes, review estate plans, assess current insurance policies, and determine potential investment opportunities. The firm extends its services to families and caregivers of children with special needs and assists them with long-term financial planning. Prodger also serves as the board chairman of the non-profit group Parents Helping Parents.

Click to Call

4633 Old Ironsides Drive
Santa Clara, CA 95054

Website

Leave Feedback

(408) 637-0242 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Private Wealth Advisor
Certified Financial Planner (CFP)

MK Investment Advisors offer wealth management services to individuals in Sunnyvale and its surrounding areas. It provides financial planning services such as consulting, investment and portfolio evaluations, and customized assessments of investment constraints and objectives. Matthew Kather, the chief investment officer at MK Investment Advisors, has been in the financial services industry for more than 25 years. He holds the designation of Chartered Financial Analyst and previously worked as a senior equity research analyst for an investment banking company.

Click to Call

2310 Homestead Road
Los Altos, CA 94024

Website

Leave Feedback

(408) 609-6500 Website

Estate Planning
Certified Financial Planner (CFP)

Moneywise Financial Advisors is an independent wealth management and financial planning firm serving individuals and families in Sunnyvale and nearby areas. It partners with a nationwide network of professional associations to provide its clients with financial advice in areas such as tax planning, estate planning, retirement planning, charitable planning, portfolio management, and risk management. Founder Joanna Nowak is a Certified Financial Planner and is a member of numerous non-profit organizations that concentrate on the economic empowerment of women.

Click to Call

19925 Stevens Creek Boulevard
Cupertino, CA 95014

Website Twitter

Leave Feedback

(408) 973-7211 Website

Estate Planning
Retirement Planning
Certified Financial Planner (CFP)

PW Johnson Wealth and Legacy, LLC, is an advisor that caters to individuals, families, and communities in Sunnyvale. It provides insurance analysis, retirement planning, college funding, and estate planning services. Its team also attends to investment management, stock option strategies, tax strategies evaluation matters. Its founder, Peter W. Johnson, has accumulated more than 40 years of experience in the financial services industry. PW Johnson Wealth and Legacy, LLC, has been lending its expertise for over 30 years.

Click to Call

2051 Grant Road
Los Altos, CA 94024

Website Twitter

Leave Feedback

(408) 747-1222 Website

Certified Financial Planner (CFP)

Rivermark Wealth Management is a fiduciary financial planning and investment consultation company. Serving Sunnyvale and nearby metros since 2018, it focuses on helping tech professionals in their 30s or 40s create and follow a clear strategy that targets equity compensation management, tax reduction, and financial independence. The process involves organizing financial data, identifying goals, executing action items, and monitoring and adjusting the plan. Rivermark’s financial advisor, Ron Guay, has 20 years of corporate experience and is a member of the Financial Planning Association.

Click to Call

640 West California Avenue
Sunnyvale, CA 94086

Website Facebook Twitter

Leave Feedback

(408) 373-7337 Website

Certified Financial Planner (CFP)

SAS Financial Advisors, LLC, is a boutique practice that assists clients in Sunnyvale and its surrounding areas. It offers home purchase or mortgage planning, retirement planning, college funding, and social security and Medicare strategy analysis. SAS Financial Advisors also has experience handling investment management, risk management, cash flow analysis, tax implications, and estate planning matters. One of the company's owners, Ira Fateman, has been managing and providing financial solutions for families, individuals, and retirees for over 30 years.

Click to Call

50 California Street 50 California Street
San Francisco, CA 94111

Website

Leave Feedback

(415) 277-5955 Website

Retirement Planning
Certified Financial Planner (CFP)

Sierra Pacific Financial Advisors, LLC, caters to retirees, professionals, business owners, and high-net-worth international clients in the Sunnyvale area. It offers comprehensive financial planning services, including understanding a client's financial resources and personal circumstances. Its advisors help clients define their life aspirations and goals and create a path to achieve their financial objectives. They also cover corporate retirement planning and personalized investment management. Furthermore, Sierra Pacific Financial Advisors is an SEC Registered Investment Advisory firm.

Click to Call

19925 Stevens Creek Boulevard
Cupertino, CA 95014

Website Facebook Twitter

Leave Feedback

(925) 223-8868 Website