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Best Financial Advisors in Fremont

2023

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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Fremont, CA

Why choose this provider?

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!

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

Why choose this provider?

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
4900 Hopyard Road Suite 140, Pleasanton, CA 94588
  • Estate Planning

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.

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

Why choose this provider?

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

Website
3340 Walnut Avenue, Fremont, CA 94538

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

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

Why choose this provider?

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.
5.0
Yelp
5.0 / 5 (2)

Website
400 Main Street, Pleasanton, CA 94566
  • Insurance Products

Why choose this provider?

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.

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.
3.5
Yelp
3.5 / 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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
4900 Hopyard Road, Pleasanton, CA 94588
  • Retirement Planning

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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)

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

Why choose this provider?

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

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

Why choose this provider?

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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
460 Lassen St, Los Altos, CA 94022

Why choose this provider?

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
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Is it wise to invest in bonds in Fremont?

    Investing in bonds, such as treasuries, corporates, and mortgage bonds, can be a prudent choice. Bonds play a vital role in diversified portfolios, offering stability, diversification, and the potential for increased income generation. Moreover, they serve as safe-haven assets during market volatility and economic distress. Considering these factors, investing in bonds can be a wise decision for individuals in Fremont.

  • How can you diversify your portfolio in Fremont?

    To diversify your portfolio in Fremont, you should distribute your assets across various investments to minimize the risk of losses. This involves diversifying across different asset classes, such as stocks and bonds, and within each category, by including investments from various companies, industries, regions, bond types, maturities, and credit ratings. Doing so can reduce the overall risk and improve your investment returns.

  • In Fremont, what are the types of assets you can invest in?

    There are various types of assets in which you can invest to diversify your portfolio in Fremont. These include stocks, which encompass large-cap, mid-cap, and small-cap stocks. Additionally, you can invest in bonds, cash, real estate, commodities, and alternative assets. You can effectively manage risk and improve your returns by spreading your investments across these different asset classes and investment vehicles.

  • What kind of insurance in Fremont can you acquire?

    You can choose from different types of insurance coverage in Fremont. These include life insurance, which can help with mortgage payments, education funds, estate taxes, and business transitions. Long-term care insurance for your retirement planning involves extended care needs typically arising after the age of 65. Disability insurance provides financial protection in case of unforeseen accidents causing injuries or disabilities. Furthermore, business insurance is available to safeguard your business interests.

  • What should you ask when consulting a financial advisor in Fremont?

    When searching for a financial advisor in Fremont, you need to know precisely the right questions to raise. You should ask about their working relationship, communication methods, services offered, investment philosophy, performance tracking, certifications, and fee structure. These questions will help ensure a strong partnership and develop a customized financial strategy that meets your needs and goals.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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