Best Financial Advisors in Fremont

2022

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Abundance Wealth Planning LLC

• Certified Financial Planner (CFP)

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.

Arola Financial

• Certified Financial Planner (CFP)

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.

Bay Bridge Capital Group

• Retirement Planning

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.

Bay Street Capital Holdings

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®.

Blue Sky Wealth Advisors

• Estate Planning
• Tax Planning

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.

Carr Wealth Management

• Certified Financial Planner (CFP)

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.

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.

IntoWealth

• Retirement Planning

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.

Johnson/Stimpfig Wealth Management Team

• Estate Planning

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.

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.

Millar Financial Group

• Certified Financial Planner (CFP)

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.

Mirador Capital Partners

• Certified Financial Planner (CFP)
• Tax Planning

Mirador Capital Partners offers financial guidance to clients in Fremont and surrounding communities. It caters to business owners, executives, and institutional clients, providing various financial services, including tax and financial planning and wealth management. Its founder and CEO, Don Garman, has been an investor in public and private companies for over 30 years. Garman is also a Certified Financial Planner. Moreover, Mirador Capital Partners has been featured in various publications, including NBC, CBS, WSJ, and USA Today.

Monterey Private Wealth

• Retirement Planning

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.

Morling Financial Advisors

• Certified Financial Planner (CFP)

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.

NRI Wealth Management

• Estate Planning
• Certified Financial Planner (CFP)

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.

River Mark Wealth Management

• Retirement Planning

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.

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.

Sierra Pacific Financial Advisors, LLC

• Certified Financial Planner (CFP)

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.

Successful Financial Education Workshops

• Certified Financial Planner (CFP)

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.

The R.L. Brown Advisory Group

• Certified Financial Planner (CFP)
• Insurance Products

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.

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.

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.

Viewpoint Financial Network

• Retirement Planning
• Tax Planning

Viewpoint Financial Network serves the Fremont metro and nearby areas. The team of in-house advisors provides uncomplicated financial planning services to clients going through different stages of life. Its financial planning services cover retirement planning, tax planning, and charitable strategies. Aside from this, the firm also handles investment management and risk management. Charles Manthey established the company in 1992. He has an MBA in Finance and is a Certified Financial Planner. He has over 40 years of industry experience.

Wealth Management Associates

• Insurance Products

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.