Best Financial Advisors in Hayward

Abundance Advisers provides comprehensive advisory services to clients in Hayward and nearby areas. Its services include financial, estate, insurance, retirement, and tax planning. The firm adheres to a seven-step process in helping clients with their financial goals. It also conducts workshops related to finance and retirement. The owner and president of the firm, Daven Sharma, is also is an educator, author, and developer of the Seven-Steps to Financial Abundance. He also founded the non-profit organization Academy of Financial Planning. He is a CPA and CFP.

Grodin Financial and Insurance Services provides for the financial planning needs of families, individuals, and small businesses in the Hayward area. It offers financial planning services that focus on reducing income taxes, minimizing financial risks, and properly distributing the client's wealth. It also assists clients with their insurance needs and small business planning. David Grodin, a financial advisor at Grodin Financial and Insurance Services, holds Certified Long Term Care Specialist and Certified Family Business Specialist designations. He is a NAIFA member.

Menjivar & Company CPAs, Inc., is a taxation and financial services company that serves clients from Hayward. It is a family-owned and family-operated business that has been serving the local community and its surrounding areas for over 25 years. It has a team of financial advisors that aim to help clients navigate financial decisions. They can help clients determine if they should make an investment or expand their business. They also provide tax preparation, consultation, and representation services.

Monterey Private Wealth is an independent financial advisory company serving individuals, families, business clients, and organizations in Hayward and nearby areas. It develops customized financial plans and helps clients with estate planning. The company provides investment and wealth management as well as business retirement and tax planning services. Monterey Private Wealth operates in a fiduciary capacity. It was featured in the Wall Street Journal, Reuters, and CNBC. Co-founders Gary E.D. Alt and Steven C. Merrell have Accredited Investment Fiduciary and Certified Financial Planner designations.

NRI Wealth Management is a financial planning firm based in Santa Clara. Serving clients throughout Hayward and the neighboring areas, the firm offers a wide range of services, including investment portfolio management, investment supervisory services, tax planning, retirement planning, education planning, and estate planning. Additional services that the firm offers include life insurance services, market feasibility and business entry strategy, and tax preparation. Laddi Jhuty, firm owner and principal advisor, has over 16 years of industry experience.

Sierra Pacific Financial Advisors, LLC serves clients in Hayward and the surrounding areas with financial planning services. It provides personalized investment management and corporate retirement planning services to business owners, near and current retirees, and high-net-worth international clients. Its team is made up of financial experts with over 100 years of combined industry experience. Janet Z. Wan, company president, and senior retirement plan advisor is a Women in Pension Network member and the California Society of CPAs.