Best Financial Advisors in Fremont

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.

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 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 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 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.

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.

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.

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, 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 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 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.

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 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 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 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.

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.