Laurels

Best Financial Advisors in Sunnyvale
2022

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.

Reviewed Curated Top Picks 43 29 9

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

MK Investment Advisors

  • 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.

2310 Homestead Road
Los Altos, CA 94024

Website

Moneywise Financial Advisors

  • 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.

19925 Stevens Creek Boulevard
Cupertino, CA 95014

Website

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