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Best Financial Advisors in Fairfield

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1101 Marina Village Parkway Suite 201 Office 275, Alameda, CA 94501
Alameda, CA 94501
  • Certified Financial Planner (CFP)

Asti Financial Management, LLC, assists residents of Fairfield in preserving and growing their wealth. The firm helps with budgeting, retirement, and college funding planning. It provides recommendations to clients on meeting their financial goals according to different time frames. In addition, it offers risk management, tax, and estate planning advice. The company offers initial consultations with customers to assess their financial situation and objectives and build mutual trust. Its founder and principal, Julie Scates, is a certified financial planner with over 25 years of experience.

1101 Marina Village Parkway Suite 201 Office 275, Alameda, CA 94501
Alameda, CA 94501

Website(510) 525-8557

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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:

4.5 / 5 ( Best)

Total Reviews:

16 (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: --

2655 Haverhill Drive, Oakland, CA 94611
Oakland, CA 94611
  • Financial Planning

Curtis Financial Planning is a financial planning company that serves individuals in the Fairfield area. They assist their clients on day-to-day financial management, financial planning, goal setting, and responsible investment management. Cathy Curtis, a Certified Financial Planner, is the founder and the president of the company. As a female-owned and operated wealth management organization, they are dedicated to meeting the particular financial planning requirements of single women, female-led families, and women who handle the family finances.

2655 Haverhill Drive, Oakland, CA 94611
Oakland, CA 94611

Website(510) 451-3528

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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)

100 Tamal Plaza Suite 110, Corte Madera, CA 94925
Corte Madera, CA 94925
  • Financial Planning

Founded in 2003, Larkspur Financial Advisors is an independent firm that provides goal-based financial planning solutions for clients in the Fairfield area. It comprises a group of advisors with nearly 50 years of combined experience in the field. They work with high-net-worth individuals, families, and business owners. They help achieve clients' multi-generational wealth planning goals through a thorough and personalized financial strategy. President and CEO Kevin Bartel holds various registrations, including the Series 7, Series 66, and Series 56.

100 Tamal Plaza Suite 110, Corte Madera, CA 94925
Corte Madera, CA 94925

Website(415) 924-6703

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:

1 (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

3201 Danville Blvd, Ste 275, Alamo, CA 94507
Alamo, CA 94507
  • Wealth Management

Lodestar is a financial advisory and wealth management company serving the Fairfield area. Its advisors provide tailored financial advice that involves investment performance monitoring, asset management, and continuing support. They also assist clients with pre-IPO stock options, estate preparation, college planning, executive compensation packages, and tax-optimization research. For those looking for a shorter term commitment, the firm offers stand-alone consultations. Kevin Gray, a CFP® and one of the firm's key advisors, worked at Charles Schwab & Company as a vice president and financial consultant.

3201 Danville Blvd, Ste 275, Alamo, CA 94507
Alamo, CA 94507

Website(925) 838-1234

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:

1 (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: --

1700 Soscol Avenue Suite 25, Napa, CA 94559
Napa, CA 94559
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Napa Valley Financial is a firm that serves the residents of Fairfield and the neighboring areas. It offers financial planning services for retirement, money purchasing, college, estate, tax, and profit-sharing. The company’s team of professionals also assists with a wide range of investment options, including common stocks, educational and traditional IRA, brokerage accounts, treasury bills and notes, government securities, and variable annuities. One of its financial advisors, Mark C. Richmond, is a Certified Financial Planner.

1700 Soscol Avenue Suite 25, Napa, CA 94559
Napa, CA 94559

Website(707) 603-2663

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:

1 (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+

1820 Solano Avenue, Berkeley, CA 94707
Berkeley, CA 94707
Instagram
  • Certified Financial Planner (CFP)
  • Financial Planning

North Berkeley Wealth Management has been providing financial advisory services to individuals in Fairfield and nearby areas since 2005. Its team offers financial planning assistance centered on collaboration. In line with this, the financial planners work closely with clients' insurance agents, tax professionals, and estate lawyers. They also assist clients looking to make sustainable and value-based investment choices. Kate Campbell King, the firm's chief investment officer, has almost 30 years of experience. She is a former president of the Protected Investors of America.

1820 Solano Avenue, Berkeley, CA 94707
Berkeley, CA 94707

InstagramWebsite(510) 528-5820

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:

1 (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+

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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