Laurels

Best Financial Advisors in Fremont
2021

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 73 51 20

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

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.

East Palo Alto, CA 94303

Website

The R.L. Brown Advisory Group

  • Insurance Products
  • Certified Financial Planner (CFP)

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.

3015 Hopyard Road
Pleasanton, CA 94588

Website

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.

400 Main Street
Pleasanton, CA 94566

Website

Wrong city? Here are some nearby places: