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Best Financial Advisors in Daly City

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Daly City, CADaly City, CA

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Daly City, CADaly City, CA

Website

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: --

405 Oak Park Drive, San Francisco, CA 94131
San Francisco, CA 94131
  • 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
San Francisco, CA 94131

Website(415) 407-6252

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3701 Sacramento Street #392, San Francisco, CA 94118
San Francisco, CA 94118
  • 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
San Francisco, CA 94118

Website(415) 561-6688

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535 Mission Street, 14th Floor, San Francisco, CA 94105
San Francisco, CA 94105
  • Tax Planning
  • Tax Preparation
  • Financial Planning
  • Wealth Management

Citrine Capital is a wealth management firm that aims to help business owners, entrepreneurs, and tech professionals safeguard their wealth. Serving Daly City and the nearby areas, the firm's financial planners assist clients in reaching their financial objectives through services such as comprehensive goal setting, investment management, tax planning and preparation, and retirement planning. Managing Director Ryan S. Cole is a Certified Financial Planner who focuses on equity compensation and taxation, blockchain and digital assets, and financial independence.

535 Mission Street, 14th Floor, San Francisco, CA 94105
San Francisco, CA 94105

Website(415) 494-8262

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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:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

37 (Best)

Score Consistency:

Consistent (Best)

Daly City, CADaly City, CA
  • 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, CADaly City, CA

Website(415) 881-7878

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2627 Chestnut St, San Francisco, CA
San Francisco, CA
  • 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
San Francisco, CA

Website(415) 928-3499

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39355 California Street Suite 201A, Fremont, CA 94538
Fremont, CA 94538

Since 1999, Morling Financial Advisors has been providing individuals, families, and businesses in Daly City with assistance in financial planning. Its team evaluates its clients' cash flow, investment portfolio, and insurance and equity compensation plans to find ways on how to help them achieve their financial goals. They also coordinate with their lawyer in reviewing their estate plans. In addition, they help them decide which and how much risk to take, as well as which management style or investment vehicle they should pursue.

39355 California Street Suite 201A, Fremont, CA 94538
Fremont, CA 94538

Website(800) 607-5800

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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: --

555 Veterans Boulevard Suite 100, Redwood City, CA 94063
Redwood City, CA 94063
  • Certified Financial Planner (CFP)
  • Financial Planning

Pettinelli Financial Partners is a Redwood City-based multi-generational planning firm that serves clients throughout the Daly City area. It provides a complete range of financial and investment services, including retirement income planning, estate planning, creation, and conservation, education savings planning, and long-term care planning. It also offers long-term care, life, and disability insurance strategies. Founded in 2012, the company employs a service team model, where clients receive advice from numerous professionals rather than one financial advisor for a holistic financial planning process.

555 Veterans Boulevard Suite 100, Redwood City, CA 94063
Redwood City, CA 94063

Website(650) 595-4600

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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)

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+

318 Westlake Center, Suite 203, Daly City, CA 94015
Daly City, CA 94015

Poplar Global Wealth Management is a company serving the Daly City area. It provides financial planning that includes client consultation, goal discovery, assessment and analysis of current financial circumstances, and asset and risk management. The firm employs customized Discretionary Managed Investment Portfolios based on risk preferences, time horizons, and return objectives. Employee equity and retirement planning are among the services it provides. Company founder Darrell Young launched the firm in 2012. He is a certified public accountant and a Certified Financial Planner.

318 Westlake Center, Suite 203, Daly City, CA 94015
Daly City, CA 94015

Website(650) 756-7496

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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+

50 California Street, Suite 1500, San Francisco, CA 94111
San Francisco, CA 94111
  • Estate Planning
  • Retirement Planning
  • Financial 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
San Francisco, CA 94111

Website(415) 277-5955

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Daly City, CADaly City, CA
  • Estate Planning

Skylark Wealth provides a wide range of services to families and individuals in the Daly City metro. It deals with cash flow and debt management, investment analysis, and employee benefits optimization. The company also offers retirement, estate, business, and tax planning solutions. In addition, its financial advisors help clients obtain life, disability, and long-term care insurance. Founder Michal Skowronski is a CFP. Before establishing his firm, he worked as an investment advisor for 10 years.

Daly City, CADaly City, CA

Website(415) 881-7569

Show Number

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

345 W Portal Avenue No. 110, San Francisco, CA 94127
San Francisco, CA 94127
  • Certified Financial Planner (CFP)
  • Retirement Planning

Established in 2008, Stoffer Wealth Advisors has provided financial planning, investment management, and retirement planning services to individuals and families in Daly City. The company helps clients craft financial and savings plans. It also offers retirement projections, investment analysis, asset protection, and planning for social security. The company's founder, Jeff Stoffer, has more than 22 years of institutional investment and portfolio management experience. He used to be a chef at Chez Panisse but later found a passion for finance and investments.

345 W Portal Avenue No. 110, San Francisco, CA 94127
San Francisco, CA 94127

Website(415) 706-7800

Show Number

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:

4 (Good)

Score Consistency:

Consistent (Best)

San Francisco Bay Area, CASan Francisco Bay Area, CA
  • Retirement Planning
  • Financial Planning

Tan Wealth Management provides comprehensive financial planning services to individuals and families in Daly City. Tan Phan, the firm's founder and advisor, advises clients on managing debts, planning for education, and planning for group benefits. His firm also assists its customers in maintaining their assets and managing risk through insurance products. Phan has received a double Bachelor's degree in Corporate Finance and Financial Services, and a Master of Science in Financial Planning. He is also a Certified Financial Planner.

San Francisco Bay Area, CASan Francisco Bay Area, CA

Website(415) 779-2778

Show Number

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:

4 (Good)

Score Consistency:

Consistent (Best)

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+

1144 St Francis St, Redwood City, CA 94061
Redwood City, CA 94061
  • Certified Financial Planner (CFP)
  • Retirement Planning

Think Different Financial Planning provides its services to clients in Daly City and its surrounding areas. It offers wealth management solutions, such as retirement planning, insurance policy review, and cash flow analysis. The company also gives advice on matters regarding stocks, real estate, employee benefits, and tax returns. Will Steinberger, the founder of the firm, is a Certified Financial Planner. He is a member of the XY Planning Network and the National Association of Personal Financial Advisors.

1144 St Francis St, Redwood City, CA 94061
Redwood City, CA 94061

Website(650) 387-0533

Show Number

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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