Laurels

Best Financial Advisors in Hayward
2022

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.

15200 Hesperian Boulevard
San Leandro, CA 94578

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.

1260 B Street
Hayward, CA 94541

Website

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