Laurels

Best Financial Advisors in Daly City
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Daly City 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 39 29 15

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

Argonaut Financial Planning & Investment Management

  • Financial Planning

Argonaut Financial Planning and Investment Management is a firm serving individuals, families, and businesses in Daly City. It provides assistance in different aspects of retirement planning, debt management, employee benefits choices, tax optimization, estate planning, and cash flow analysis/budgeting. The firm also offers workshops for companies and community groups about different aspects of financial planning. Its financial advisor, David D. Leitao, utilizes his extensive experience as a teacher in higher education in educating and advising clients on how they can reach their financial goals.

405 Oak Park Drive
San Francisco, CA 94131

Website

Benningfield Financial Advisors, LLC

  • Financial Planning

Benningfield Financial Advisors, LLC, is a wealth advisory firm that has been serving Daly City since 2003. It aims to help individuals and families attain their financial goals by creating inspirational visions and practical strategies. The firm offers financial planning, estate planning, risk management, and investment management services. Milo M. Benningfield, the firm's founder, is a Certified Financial Planner and a civil lawyer. He is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.

3701 Sacramento Street #392
San Francisco, CA 94118

Website

DRS Financial Partners

  • Business Formation

DRS Financial Partners is a fiduciary investment advisory firm that serves individuals and businesses in Daly City and neighboring areas. With a special focus on serving technology startup employees, executives, and business owners, the firm assists in matters like financial planning, investment management, and equity divestment plans. It also coordinates with external tax, legal, and insurance professionals and conducts continuous monitoring and adjustments to avoid fallbacks. Founder Stanley K. Himeno-Okamoto holds Certified Financial Planner and Chartered Financial Analyst designations.

Daly City, CA

Website

Fitch Financial Advisors LLC

  • Certified Financial Planner (CFP)

Fitch Financial Advisors, LLC, helps in managing and planning retirement income on behalf of Daly City residents. It evaluates the financial situation of its clients to see if they have enough funds for retirement, advising them on when to retire and how to get retirement income. The firm's advisors also assist in personal wealth creation and preservation, recommending investment options and diversification. Claudia Fitch founded the company in 1985. With her Enrolled Agent credential, she also handles people's taxation matters.

2627 Chestnut St
San Francisco, CA

Website

SAS Financial Advisors, LLC

  • Estate Planning
  • Financial Planning
  • Retirement Planning

SAS Financial Advisors, LLC, is a boutique firm that serves clients throughout Daly City. The company operates in a fiduciary capacity and offers a broad range of financial planning and investment management services, including cash flow analysis, retirement planning, analysis of risk management, social security and Medicare strategy analysis, and estate planning. Ira Fateman, one of the agency's senior associates, has earned the CFP designation and currently teaches at the Financial Planning Certificate Program at San Francisco State College of Extended Learning.

50 California Street, Suite 1500
San Francisco, CA 94111

Website