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Best Financial Advisors in Fremont
2021

We scored 70 Financial Advisors in Fremont, CA and Picked the Top 17

Here are the Picks:

Bay Street Capital Holdings Featured

Arola Financial

BayBridge Capital Group LLC

BlueSky Wealth Advisors

Carr Wealth Management, LLC

Cents & Sensibility, Inc.

IntoWealth

LSJ Wealth Management

Mirador Capital Partners

Monterey Private Wealth

Rugh Financial, LLC

The R.L. Brown Advisory Group

Tom J. Nohr CFP RFC Successful Financial Education Workshops

Total Wealth Solutions

Transglobal Lending - Fremont

Viewpoint Financial Network

Wealth Management Associates

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fremont 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 70 48 17

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

Bay Street Capital Holdings FEATURED Expertise.com

Bay Street Capital Holdings is a black-owned, local business founded in Palo Alto that serves clients in Fremont. The company manages portfolios to maintain and increase its clients' total assets and income. Additionally, it advocates for emerging businesses and entrepreneurs. Its founder, William Huston, serves as the Bay Area President for the National Association of Securities Professionals. Moreover, its Director of Planning, Ekenna Anya-Gafu, is a Certified Financial Planner (CFP®). Its also team holds several accredited designations, including CFA®, CFP®, AIF®, AAMS®.

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460 Lassen St
Los Altos, CA 94022

Website Instagram

(650) 446-5544 Website

Reputation: A

More Info

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:

16 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Arola Financial

Arola Associates is a financial and insurance advisory agency located in Pleasanton. The firm's financial services include retirement income strategies, comprehensive wealth management, tax-efficient portfolio and income strategies, IRA and 401(k) rollovers, and IRA legacy planning. Clients also have access to a range of insurance options that protect them in case the unexpected happens. The company can recommend long term care strategies, life insurance policies, and asset protection strategies that mitigate investment risk through diversified portfolios. Typical clients are people nearing retirement or already retired. Clients may choose from term and permanent coverage.

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Pleasanton, CA 94566

Website

(925) 730-4396 Website

Reputation: A

More Info

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)

BayBridge Capital Group LLC

BayBridge Capital Group is an independent financial advisory firm that serves individuals and business owners in the Pleasanton area. Services for individuals include detailed financial planning, investment management strategies, and employee benefits maximization. Mortgage financing services are offered through local mortgage consultant Karen Douglas. Clients also have access to trust services through the firm's collaboration with local estate planning attorneys. Tax services are available through a connection with local CPAs. Business owners can receive business retirement plan consulting and employee benefits package designs that help attract and retain ideal company talent. Clients in different life stages receive goal-based planning services.

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Pleasanton, CA 94588

Website

(888) 440-2224 Website

Reputation: A

More Info

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)

BlueSky Wealth Advisors

BlueSky Wealth Advisors is a fee-only financial services firm that serves small business owners, retirees, successful professionals, and medical practitioners. The company's California locations are in Pleasanton and San Jose, with a third location in New Bern, North Carolina. The BlueSky Planning services address tax planning, equity compensation, financial independence, real estate investments, insurance options, estate planning, and small business planning. Clients receive investment management and portfolio reviews on an ongoing basis. BlueSky Wealth Advisors also has integrated its unique software to allow 24/7 client access to financial plan information.

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Pleasanton, CA 94566

Website

(925) 846-3768 Website

Reputation: A

More Info

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:

4 / 5 (Better)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: $2125

Carr Wealth Management, LLC

Carr Wealth Management, LLC is a Registered Investment Advisory firm that's served clients in the Tri-Valley area for more than two decades. Company founder Anthony Carr received his CPA and CFP designations two decades ago. The firm's services include retirement planning, investment management, and fiduciary care. Each retirement plan addresses long-term financial goals, account options, and Social Security maximization strategies. The investment management services focus on tax-efficient, low-cost passively managed mutual funds that generate efficient income. Investment options include publicly traded investments like stocks and bonds, varying investment accounts, and consolidated portfolio choices.

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Pleasanton, CA 94588

Website

(925) 484-1671 Website

Professionalism: A

More Info

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: --

Cents & Sensibility, Inc.

Cents & Sensibility, Inc. is a financial planning firm that serves clients in the Pleasanton area. The firm offers portfolio management services in three tiers: granite, alpine, and summit. Granite accounts have at least $150,000 in assets, alpines have at least $250,000, and summits have at least $500,000. For business owners, the firm creates business continuity plans that outline strategies for how to deal with events that cause significant business disruption. After businesses have experienced a disruption or disaster, the firm's advisors create plans to control the damage and resume normal business operations. They also safeguard property and employees.

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Pleasanton, CA 94588

Website

(925) 225-1135 Website

Professionalism: A+

More Info

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+

IntoWealth

IntoWealth is an investment advisory and financial services firm based in Milpitas. The firm offers multiple services. One is an hourly consulting program, which provides one-time answers to questions and financial strategies. The firm's financial plans integrate retirement planning, estate and legacy planning, risk management strategies, insurance recommendations, education funding planning, executive benefits, and business succession planning. Clients have access to ongoing wealth management services that incorporate tax-efficient and tax-exempt strategies. For businesses, the firm helps create employee retirement plans, key person solutions, and business succession solutions that aim to preserve business valuation while maximizing the owner's profits.

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Milpitas, CA 95035

Website

(408) 608-9599 Website

Professionalism: A+

More Info

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

LSJ Wealth Management

LSJ Wealth Management is a financial services firm that serves Dublin, Fremont, and Santa Clara. Laddi S. Jhuty is a Certified Financial Planner with a Master of Business Administration degree. The firm offers portfolio management services and plans, including insurance options, education planning accounts, estate planning, stock option planning, retirement plans, 401(k) plans, defined benefit plans, IRA accounts, managed money accounts, buy/sell agreements, asset protection strategies, and long-term investment strategies. Many different kinds of life insurance, disability income insurance, long term care insurance and key person life insurance are available for business owners.

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Fremont, CA 94538

Website

(510) 330-2984 Website

Reputation: A+

More Info

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:

4.5 / 5 (Best)

Total Reviews:

26 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Price: 1%

More Info

Standard Rate: 5%

Mirador Capital Partners

Mirador Capital Partners is a wealth management firm that's been providing financial consulting services for individuals, families, businesses, and institutions for over 30 years. Its financial advisors help clients make short- and long-term investments, plan for retirement, handle changes in their finances, and offer regular financial monitoring. The company also assists with wealth transfer, next-generation investment education, money management for businesses, and active financial management. Mirador Capital Partners is an SEC-registered investment advisory firm.

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6700 Koll Center Pkwy Ste 230
Pleasanton, CA 94566

Website

(925) 621-1000 Website

Professionalism: A+

More Info

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

Monterey Private Wealth

Monterey Private Wealth is a financial advisory firm with offices in Pleasanton and Monterey. The main areas of focus are business retirement plans, financial planning, and investment management solutions. Each business retirement plan is optimized to meet a business owner's objectives, make employee participation easy, control administrative costs, deliver valuable investment management services, and meet all government compliance requirements. Their investment management services use strategies based on academic research. Most clients have portfolios with over $1 million in investable assets. Meanwhile, the financial planning services answer questions about tax reduction strategies, asset protection, asset growth, and estate and legacy planning.

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Pleasanton, CA 94588

Website

(925) 462-8005 Website

Reputation: A

More Info

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:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Rugh Financial, LLC

Rugh Financial, LLC is a Palo Alto financial services firm. The company's main areas of focus include investment management, financial planning, financial independence, and retirement planning, tax planning, risk management strategies, and estate planning solutions. Each plan addresses special considerations like education funding for future generations, home purchases, divorces, spousal deaths, business startup costs, and other major financial circumstances. Clients manage risk by investing in a combination of property, liability, disability, health, and life insurance. The firm also uses tax reduction strategies to prioritize overall plan efficiency.

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East Palo Alto, CA 94303

Website

(650) 642-6624 Website

The R.L. Brown Advisory Group

The R.L. Brown Advisory Group offers consulting services for businesses, specific strategies for professionals and executives, retirement planning guidance, and customized financial planning strategies. The firm is located in Pleasanton. Its advisors focus on customized retirement plans that use defined contribution plans, defined benefits, or non-qualified deferred compensation plans. The asset management services include customized portfolios, ongoing portfolio management focused on tax efficiency, targeted strategies that focus on goals like high income or high growth, and reduced exposure to potentially risky assets. Meanwhile, clients can receive retirement savings, education funding, business succession, personal insurance, or estate and legacy plans.

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Pleasanton, CA 94588

Website

(925) 425-9610 Website

Tom J. Nohr CFP RFC Successful Financial Education Workshops

Tom Nohr is a Certified Financial Planner and Registered Financial Consultant who has offered comprehensive financial planning services to Castro Valley clients since 1986. The plans integrate investment strategies, insurance recommendations, and advisory services for meeting long-term life goals. Clients can receive consultations regarding retirement and 401(k) plans, profit sharing plans, money purchasing plans, milestone financial strategies, tax mitigation strategies, estate planning, college tuition funding, and 403(b) plans. Insurance options include a network of fixed and variable annuities, life insurance, disability income insurance, and long term care insurance policies. Client assets are diversified among multiple accounts and investment types.

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Castro Valley, CA 94546

Website

(510) 888-7171 Website

Professionalism: A+

More Info

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+

Total Wealth Solutions

Total Wealth Solutions is a risk and wealth management group located in Fremont. Their financial planning services cover estate planning, insurance strategies, investment planning, lifestyle planning, money management, retirement planning, and tax-efficient strategies. Each client receives a customized portfolio that uses global diversification strategies to distribute risk. The firm also researches and offers alternative investment options. The capital preservation strategies protect wealth through risk identification, while the advisers adjust portfolios to control the impact of changing tax laws and markets. As an independent firm, the company offers objective solutions and doesn't receive compensation for third-party asset purchases.

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Fremont, CA 94539

Website

(510) 252-0135 Website

Transglobal Lending - Fremont

Transglobal Lending - Fremont is an independent mortgage broker that is licensed in nine states. It provides clients in Fremont with mortgage consulting, as well as financial planning and management. The professionals at TransGlobal Lending are knowledgeable of mortgage services and committed to promoting transparency. They provide financial solutions that are customized to the client's financial situation and objectives. These services include cash-out and mortgage refinancing. They also offer VA, home purchase, FHA, and jumbo loan programs.

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3340 Walnut Avenue
Fremont, CA 94538

Website Instagram

(650) 430-7299 Website

Viewpoint Financial Network

Viewpoint Financial Network is a wealth management firm that's served California clients for more than three decades. The company's current managed assets exceed $1 billion. Clients receive financial plans designed to increase their individual net worth. These plans address retirement planning, charitable contribution strategies, and tax planning to invest efficiently and reduce income tax burdens. Viewpoint also integrates long-term investment plans built around the client's goals, legacy planning, risk tolerance, values, distribution strategies, and various levels of ongoing portfolio monitoring. Company president Benjamin Wong is a Certified Financial Planner with a Master's degree in Business Administration.

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Pleasanton, CA 94566

Website

(925) 227-8858 Website

Reputation: A

More Info

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:

22 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Wealth Management Associates

Wealth Management Associates is a Pleasanton-based financial advisory firm that offers college tuition planning strategies, comprehensive financial planning, investment management, and company retirement plans for business owners. The firm can offer consultations on existing retirement plans or create new ones from scratch. It takes businesses from creation to implementation, even offering ongoing employee education resources. The financial plans help individuals reach their long-term goals through investment strategies. Clients also have access to a network of insurance recommendations, including annuities, disability income insurance, long term care insurance, and life insurance policies.

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Pleasanton, CA 94566

Website

(925) 462-6007 Website

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