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.
15200 Hesperian Boulevard, San Leandro, CA 94578
San Leandro, CA 94578
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.
14515 Catalina Street, San Leandro, CA 94577
San Leandro, CA 94577
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.
1331 B Street, Hayward, CA 94541
Hayward, CA 94541
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.
6700 Koll Center Parkway, Pleasanton, CA 94566
Pleasanton, CA 94566
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.
4900 Hopyard Road, Pleasanton, CA 94588
Pleasanton, CA 94588
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.
5201 Great America Parkway, Santa Clara, CA 95054
Santa Clara, CA 95054
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.
7077 Koll Center Parkway, Pleasanton, CA 94566
Pleasanton, CA 94566