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Laurels

Best Financial Advisors in Hayward
2022

We scored 45 Financial Advisors in Hayward, CA and Picked the Top 9

Here are the Picks:

Abundance Advisers

Cal Cap Planning, Inc.

Grodin Financial and Insurance Services

Menjivar & Company CPAs, Inc

Mirador Capital Partners

Monterey Private Wealth

NRI Wealth Management

Sierra Pacific Financial Advisors, LLC

Viewpoint Financial Network

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Hayward 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 45 30 9

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

Abundance Advisers

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

Click to Call

15200 Hesperian Boulevard
San Leandro, CA 94578

Website

(925) 400-8333 Website

Cal Cap Planning, Inc.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Cal Cap Planning, Inc., has been providing financial advisory services to individuals and businesses in Hayward and the surrounding areas since 1968. It provides expertise in investment products such as mutual funds, bonds, and stocks, as well as traditional, Roth, and education IRAs. It also develops retirement, profit-sharing, estate, and tax plans. In addition, the firm partners with various insurance companies to provide annuities, long-term care, life, and disability insurance. Its financial advisors are registered representatives of Royal Alliance Associate, Inc., a FINRA-registered broker.

Click to Call

1260 B Street
Hayward, CA 94541

Website

(510) 886-6001 Website

Grodin Financial and Insurance Services

  • Insurance Products
  • Certified Financial Planner (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.

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14515 Catalina Street
San Leandro, CA 94577

Website

(510) 357-3715 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Menjivar & Company CPAs, Inc

  • Tax Preparation
  • Tax Planning

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.

Click to Call

1331 B Street
Hayward, CA 94541

Website

(510) 582-3636 Website

Reputation:A

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Mirador Capital Partners

  • Tax Planning

Mirador Capital Partners is an investment management firm located in Pleasanton. It offers financial services to families, individuals, and businesses in Hayward. The firm provides philanthropic guidance, tax planning, and financial planning services. Don Garman, the chief investment officer and founder of Mirador Capital Partners, has been an investor in private and public companies for more than 30 years. He is a Certified Financial Planner and is an active supporter of the George Archer Foundation and The First Tee of the Tri-Valley.

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6700 Koll Center Parkway
Pleasanton, CA 94566

Website Instagram

(925) 621-1000 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Monterey Private Wealth

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

4900 Hopyard Road
Pleasanton, CA 94588

Website

(925) 462-8005 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

NRI Wealth Management

  • Estate Planning
  • Insurance Products
  • Retirement Planning

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.

Click to Call

5201 Great America Parkway
Santa Clara, CA 95054

Website

(510) 818-1424 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sierra Pacific Financial Advisors, LLC

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

7077 Koll Center Parkway
Pleasanton, CA 94566

Website

(925) 223-8868 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free initial consultation

More Info

Standard Rate: starts at $3500

Viewpoint Financial Network

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

With over 30 years of service in the Hayward metro and the surrounding areas, Viewpoint Financial Network is a financial services company that helps clients manage their wealth. The firm offers financial, retirement, and tax planning services. It also provides assistance when it comes to charitable donations, investment management, and risk management. It was included in Forbes' list of Best-in-State Wealth Advisors of 2020 and Financial Times' 400 Top Financial Advisers of the same year.

Click to Call

7011 Koll Center Parkway
Pleasanton, CA 94566

Website

(925) 227-8858 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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