Expertise.com

Best Financial Advisors in Fremont

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Fremont, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Fremont, CA

Business Description

Need help contacting a Financial Advisor in Fremont? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Abundance Wealth Planning LLC logo
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License Verified:

License: 296783

Investment Adviser Public Disclosure Database, SEC

Abundance Wealth Planning LLC

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39899 Balentine Dr. Suite 200, Newark, CA 94560
  • Certified Financial Planner (CFP)

Business Description

Abundance Wealth Planning LLC serves Fremont and neighboring communities. It assists clients in achieving their desired outcomes for their lives and businesses through financial planning. Its process includes identifying current challenges and beliefs, monitoring progress and revisiting goals, encouraging people to take immediate actions, and cultivating resiliency and awareness of opportunities. Its founder, Joseph Kuo, is a certified financial advisor and planner who has experience holding leadership and management roles at two Fortune 50 companies.

License Verified:

License: 296783

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
––
Detail
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Bay Bridge Capital Group logo

Bay Bridge Capital Group

5976 West Las Positas Boulevard, Pleasanton, CA 94588
  • Retirement Planning

Business Description

BayBridge Capital Group is an independently owned and operated investment advisory firm. It has been serving individuals and businesses in Fremont and nearby areas since 2016. The fiduciary firm offers various services such as comprehensive corporate retirement planning services, extensive private wealth management, and employee benefit plans. Financial advisors review the portfolios twice per year at the minimum. BayBridge Capital Group gives back to the community and supports local charities, including Kids Against Hunger and Orville Hope Center.

Reputation:

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.
4.7
Yelp
5.0 / 5 (2)
Bay Street Capital Holdings logo
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Bay Street Capital Holdings

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460 Lassen St, Los Altos, CA 94022

Business Description

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®.

Reputation:

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.
5.0
Google
5.0 / 5 (26)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Blue Sky Wealth Advisors logo
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Blue Sky Wealth Advisors

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1811 Santa Rita Road, Pleasanton, CA 94566
  • Estate Planning
  • Tax Planning

Business Description

Blue Sky Wealth Advisors is a financial advisory firm that has been serving Fremont and the surrounding areas for more than two decades. It caters to business owners, medical practitioners, high-earning executives, and other such clients. Its financial planning services include equity compensation planning, tax planning, estate and retirement planning, and small business planning. The firm also provides investment management services. CEO and founder David L. Blain is a member of the National Association of Personal Financial Advisors.

Reputation:

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.
4.0
Yelp
4.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Carr Wealth Management logo

Carr Wealth Management

4695 Chabot Drive, Pleasanton, CA 94588
  • Certified Financial Planner (CFP)

Business Description

Carr Wealth Management is an independent fiduciary planning firm that serves Fremont as one of its service areas. The firm creates basic to comprehensive financial plans and manages investment portfolios to help clients reach their financial goals. It also provides Social Security planning services, guidance on retirement account distribution, and client education resources. Carr Wealth Management's principal, Anthony Carr, has been a certified public accountant for over 30 years and a Certified Financial Planner for 20 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Johnson/Stimpfig Wealth Management Team logo

License Verified:

License: 7691

Investment Adviser Public Disclosure Database, SEC

Johnson/Stimpfig Wealth Management Team

4900 Hopyard Road Suite 140, Pleasanton, CA 94588
  • Estate Planning

Business Description

Johnson/Stimpfig Wealth Management Team is a firm serving Fremont and its surrounding communities. It helps individuals and families achieve their financial goals through a customized wealth management approach. Services include education funding, estate planning, long-term care insurance, securities-based lending, and concentrated stock management. The firm's senior vice president, Jenner David Stimpfig, is a Certified Plan Fiduciary Advisor and a Chartered Retirement Planning Counselor who also serves as a Retirement Benefits Consultant (RBC) for public and private companies.

License Verified:

License: 7691

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Millar Financial Group logo

License Verified:

License: 286350

Investment Adviser Public Disclosure Database, SEC

Millar Financial Group

39560 Stevenson Place #111, Fremont, CA 94539
  • Certified Financial Planner (CFP)

Business Description

Millar Financial Group delivers investment and savings advice to customers in Fremont and the surrounding areas. The company helps individuals plan for their college educations and retirements. It performs analyses of various financial products ranging from traditional solutions like life insurance to contemporary options such as cryptocurrencies. The team also educates consumers on the risks and tax consequences of each choice. The Millar Financial Group is an independent agency that works with nonprofit organizations that benefit underprivileged students in Afghanistan.

License Verified:

License: 286350

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Monterey Private Wealth logo
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Monterey Private Wealth

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4900 Hopyard Road, Pleasanton, CA 94588
  • Retirement Planning

Business Description

Monterey Private Wealth is an independent financial management and advanced advisory firm that serves individuals, families, businesses, and foundations in Fremont. The firm's services focus on the areas of investment management services and estate, tax, financial planning, and business retirement plans. Most of Monterey Private Wealth's clients have portfolios with more than $1 million in investable assets. Its approach to investing brings together the foundations of financial science, which was first developed by Nobel Prize laureates William Sharpe, Harry Markowitz, and Merton Miller.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Morling Financial Advisors logo
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Morling Financial Advisors

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39355 California Street, Fremont, CA 94538
  • Certified Financial Planner (CFP)

Business Description

Morling Financial Advisors, LLC provides financial planning and investment management to clients in the Fremont area. It is committed to helping individuals achieve financial goals through sound advisory and custom strategies to meet each client's investment needs. Its financial planning service includes identifying opportunities, analyzing risks, and educating clients of their options. MFA was founded in 1999 by managing partner Peter Ling. Prior to MFA, Ling established Morling & Company in 1981, which is an affiliated tax and accounting firm.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
NRI Wealth Management logo

NRI Wealth Management

39111 Paseo Padre Parkway, Fremont, CA 94538
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

NRI Wealth Management is a team of independent investment advisors that acts as a fiduciary on behalf of clients in areas around Fremont and Santa Clara. With a focus on capital preservation and financial security from inflation, the firm manages financial accounts for individuals, foundations, estates, and corporations. The team also caters to non-resident Indians. Established in 2003, the firm offers a variety of services, including life insurance, portfolio management, tax filing, estate planning, and education planning.

Reputation:

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.
4.0
Google
4.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
River Mark Wealth Management logo
Visit WebsiteWebsite

River Mark Wealth Management

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640 West California Avenue, Sunnyvale, CA 94086
  • Retirement Planning

Business Description

River Mark Wealth Management is a consulting and advisory firm that serves Fremont and the surrounding areas. The company specializes in providing financial planning and investment management for early to mid-career tech professionals and their families. It helps clients in the areas of cash flow management, equity compensation management, tax planning, education planning, and retirement planning. The firm's founding advisor, Ron Guay, launched Rivermark Wealth Management in early 2018 after two decades of working in corporate financial planning and analysis roles.

Reputation:

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.
5.0
Google
5.0 / 5 (6)
Facebook
5.0 / 5 (3)
Sierra Pacific Financial Advisors, LLC logo

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Parkway, Pleasanton, CA 94566
  • Certified Financial Planner (CFP)

Business Description

Sierra Pacific Financial Advisors, LLC provides investment management, advisory, and fiduciary services to clients in the Fremont area. Its comprehensive financial planning focuses on three steps which include consultation, customization, and execution. Its team also helps professionals in analyzing and planning for real estate investments, stocks, taxes, ongoing assets, risk tolerance, and innovative platforms. Its financial specialists also handle corporate retirement planning. Founding president Janet Z. Wan has over 20 years of experience in wealth management and financial planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Successful Financial Education Workshops logo
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Successful Financial Education Workshops

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20632 Redwood Road, Castro Valley, CA 94546
  • Certified Financial Planner (CFP)

Business Description

Successful Financial Education Workshops is an advisory firm that offers comprehensive financial planning services to clients in Fremont and the Castro Valley area. Clients receive consultations regarding retirement and 401(k) plans, profit-sharing plans, milestone financial strategies, tax mitigation strategies, and 403(b) plans. President Tom Nohr started his career in the financial industry in 1985 by working for Mutual of Omaha before opening his own practice in 1996. He also teaches financial and estate planning at California State University.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The R.L. Brown Advisory Group logo

The R.L. Brown Advisory Group

3015 Hopyard Road, Pleasanton, CA 94588
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

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 serves clients in Fremont and the surrounding communities. Managing member, principal officer, and sole advisory practitioner, Bob Brown, has over 20 years of experience in the financial services career. Prior to opening his own firm in 2007, Brown was the senior vice president in the small business and wealth management groups of Wells Fargo.

Transglobal Lending - Fremont logo

Transglobal Lending - Fremont

3340 Walnut Avenue, Fremont, CA 94538

Business Description

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (6)
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Wealth Management Associates logo
Visit WebsiteWebsite

Wealth Management Associates

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400 Main Street, Pleasanton, CA 94566
  • Insurance Products

Business Description

Wealth Management Associates is a financial advisory firm that serves the residents of Fremont and the surrounding areas. It helps clients improve clients' financial portfolios through comprehensive financial planning, investment management, and insurance services. It also assists clients with college planning, legacy planning, and company retirement planning. Wealth Management Associates received the Small Business Award from the Pleasanton Chamber of Commerce in 2016. It also received the 2016 Community Service Award for its community involvement efforts.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail