Best Financial Advisors in Daly City

2022

Berkeley Investment Advisors

• Finance Planning

Berkeley Investment Advisors serves clients in Daly City. It provides financial advice to individuals on areas like risk management. The company counsels investors through the process of allocating capital for commercial real estate. It incorporates various factors, including risk tolerance and returns goals, to create customized portfolios for clients. The company has been operating for over 15 years, and its chief investment officer, Ray Meadows, served as a quantitative analyst for the New York-based investment bank Salomon Smith Barney.

Citrine Capital

• Wealth Management
• Financial Planning
• Tax Preparation
• Tax Planning

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.

Morling Financial Advisors

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.

Northwestern Mutual

• Financial Planning
• Finance Planning

Northwestern Mutual is a team that offers financial planning services in Daly City. It guides families in the financial changes brought about by milestones like getting married, buying a new home, welcoming children and grandchildren, and putting kids to school. It also helps resolve financial issues caused by losing a job, accidents or illnesses, and the loss of a loved one. The company is represented by Jeff Wong, a financial advisor with more than three decades of financial service experience.

Pettinelli Financial Partners

• Financial Planning
• Certified Financial Planner (CFP)

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.

Poplar Global Wealth Management

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.

Skylark Wealth

• 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.

Stoffer Wealth Advisors

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Tan Wealth Management

• Financial Planning
• Retirement 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.

Think Different Financial Planning

• Retirement Planning
• Certified Financial Planner (CFP)

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.