Expertise.com

2024

Last updated:

Best Financial Advisors in Livermore, CA

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Livermore Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

35Reviewed

27Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Livermore, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Livermore, CA

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Why choose this provider?

Need help contacting a Financial Advisor in Livermore? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

370 Diablo Road, Suite 201, Danville, CA 94526

Expertise.com Rating

Why choose this provider?

Herrmann & Cooke is a financial advisory services provider that caters to individuals and families in the Livermore area. It assists with financial planning and retirement planning. Its advisors also extend their professional services to cover investment management and estate planning. David P. Herrmann, the company's founder and CEO, is a CFP professional whose areas of expertise span portfolio management, risk management, and insurance. He co-authored books on increasing the value of retirement funding and on financial planning for privately owned enterprises.

  • Certified Financial Planner (CFP)
  • Finance Planning

700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Enhance Wealth Advisors serves clients in Livermore. It provides financial planning services that help individuals in developing a vision of their financial future and identifying and determining the worth of their assets. The firm assists clients in managing their wealth by examining their ability to tolerate risk and handle market fluctuations. The wealth management team is composed of Lisa Wesley, who has more than 20 years of financial services industry experience, and Terry Allen, who is a CFP and an advocate of financial literacy.

  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

2570 North First Street, Suite 200, San Jose, CA 95131

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Why choose this provider?

Gateway Financial Advisors, Inc., is a local, independent firm serving individuals, families, and small businesses in Livermore and the surrounding areas. Its team of financial advisors offers a comprehensive range of financial planning services in the areas of retirement, investment, tax, insurance, and multi-scenario analysis. The team is led by Brian Lombardo, a financial professional who has more than 25 years of experience and holds licenses and designations, including Certified Financial Planner.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

3003 Oak Rd #250, Walnut Creek, CA 94597

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Review Sources

Facebook
4.9 (16)
Yelp
4.0 (6)
Google
5.0 (1)

Why choose this provider?

MassMutual Northern California offers financial advisory services in Livermore and the surrounding areas. It caters to individuals and families who wish to protect their finances and meet their needs during life transitions, future hardships, and wealth accumulation. It also provides products that help with their financial needs, such as life and disability insurance, college savings, mutual funds, and individual retirement accounts. The company's general agent, Greg Cohn, focuses on retirement income, insurance, and investment strategies.

  • Finance Planning
  • Financial Planning

2303 Camino Ramon #230, San Ramon, CA, CA 94583

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Why choose this provider?

Maloon Powers Pitre & Higgins LLC is a fiduciary investment advisory firm that serves clients in the Livermore area. It helps young professionals in balancing financial aspects in their lives, including loans, mortgages, and budgeting. It also works with families in funding for their children’s education, acquiring insurance policies, and managing expenses. It also guides clients in preparing for long-term care needs, retirement, and estate and beneficiary decisions. The firm has been in business since 1998 and has been able to manage over $1.5 billion in assets.

  • Certified Financial Planner (CFP)

218 Ray Street, Pleasanton, CA 94566

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Pleasanton Wealth Advisors is a firm that serves the financial needs of clients in the Livermore metro. It designs wealth strategies to help its customers create a better financial future. Founded by Samah Naguib in 2018, the firm offers financial planning services, guidance in planning for retirement, and investment management strategies. Naguib has been in the investment industry for more than 20 years. She is also a Chartered Financial Analyst who held advisory positions at Charles Schwab.

  • Financial Planning

251 Lafayette Circle, Suite 200, Lafayette, CA 94549

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Why choose this provider?

Concentric Wealth Management LLC is a full-service financial advisory company that serves clients in Livermore. The firm assists individuals, small businesses, and large corporations in addressing their specific financial needs through customized financial strategies. Its financial advisors focus on family wealth transfer, estate planning, risk management, insurance planning, tax planning, and legal compliance. The team also handles executive benefits coordination and business transition planning. Eric Flett, the company's CEO, has over 25 years of experience in financial planning.

  • Estate Planning

55 Oak Ct – Suite 210, Danville, CA 94526

Expertise.com Rating

Review Sources

Facebook
4.8 (21)
Google
5.0 (2)

Why choose this provider?

Summit Wealth & Retirement Partners is a financial advisory firm serving Livermore. Its services range from investment and portfolio management to estate, retirement, and tax planning. It assists clients in developing a plan to help them achieve their financial goals including recommending investment options. It reviews the clients' plans and contacts them regularly. Its client base ranges from entrepreneurs and growing families to retired corporate executives, clients contemplating retirement, women transitioning into a divorce, and individuals affected by the death of a loved one.

  • Estate Planning
  • Retirement Planning

9000 Crow Canyon Road Suite # S 177, Danville, CA 94506

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Review Sources

Yelp
5.0 (9)

Why choose this provider?

Best Financial Life offers Livermore-based clients financial, retirement, and investment planning services. Founder Joe Morgan has more than 25 years of industry experience and is a Certified Financial Planner. He guides families and individuals in making informed decisions by educating them about their financial options. He works with them in creating personalized solutions that allow them to achieve their financial goals. Morgan is a member of the CFA Institute. He is also associated with the CFP Board.

  • Estate Planning
  • Financial Planning
  • Wealth Management

2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583

Expertise.com Rating

Review Sources

Google
5.0 (12)
Facebook
5.0 (1)

Why choose this provider?

Veraz Advisors provides services to clients in Livermore and the surrounding communities. The company specializes in helping individuals manage their wealth to meet their future financial goals by offering complimentary consultation and financial plan review services. It also guides clients in managing and protecting the finances of their businesses. One of its founders, Stephen Stanton, has been serving individuals and businesses since 2003. Stanton is a college funding specialist who also focuses on establishing retirement income plans.

  • Certified Financial Planner (CFP)
  • Wealth Management

99 Almaden Boulevard Suite 925, San Jose, CA 95113

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Sequoia Wealth Advisors & Investment Management, Inc., is a company that caters to the needs of clients in Livermore. Established by Kristina Kuprina in 2007, the business provides customized planning processes to help its customers become financially confident and preserve their wealth. It also assists businesses and non-profits in managing their finances and developing planning strategies. Kuprina, a Certified Investment Management Analyst, volunteers for organizations such as the Second Harvest Food Bank and Grey Bears.

  • Financial Planning
  • Wealth Management

57 Post Street Suite 713, San Francisco, CA 94104

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Robert J. Eldred, CFP, is a wealth management and advisory firm serving the people of Livermore. Its professionals understand the complexities of the changing financial climate and provide advice tailored to their clients' needs. They also evaluate clients' finances and develop a comprehensive plan for their financial future. Among the services available are investment planning, estate planning, risk management, and tax strategy formulation. Founder Robert Eldred has been a practicing financial advisor since 1991. In addition to CFP, he holds an MBA degree.

  • Estate Planning

3201 Danville Blvd, Ste 275, Alamo, CA 94507

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Lodestar Private Asset Management is a financial planning firm that serves the residents of Livermore and the surrounding areas. It provides ongoing financial management services, which include asset management, investment performance monitoring, estate strategies, college planning, and tax-optimization analysis. It also offers stand-alone consultations for shorter-term financial engagements. Lodestar Private Asset Management has been in operation for over three decades. The company's team comprises Certified Financial Planners, Chartered Financial Analysts, and Enrolled Agents.

  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Herrmann & Cooke
370 Diablo Road, Suite 201, Danville, CA 94526
Enhance Wealth Advisors
700 Ygnacio Valley Road Suite 200, Walnut Creek, CA 94596
Gateway Financial Advisors, Inc.
2570 North First Street, Suite 200, San Jose, CA 95131
MassMutual Northern California
3003 Oak Rd #250, Walnut Creek, CA 94597
Maloon Powers Pitre & Higgins LLC
2303 Camino Ramon #230, San Ramon, CA, CA 94583
Pleasanton Wealth Advisors
218 Ray Street, Pleasanton, CA 94566
Concentric Wealth Management LLC
251 Lafayette Circle, Suite 200, Lafayette, CA 94549
Summit Wealth & Retirement Partners
55 Oak Ct – Suite 210, Danville, CA 94526
Best Financial Life
9000 Crow Canyon Road Suite # S 177, Danville, CA 94506
Veraz Advisors
2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583
Sequoia Wealth Advisors & Investment Management, Inc.
99 Almaden Boulevard Suite 925, San Jose, CA 95113
Robert J. Eldred, CFP
57 Post Street Suite 713, San Francisco, CA 94104
Lodestar Private Asset Management
3201 Danville Blvd, Ste 275, Alamo, CA 94507

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can volatile markets provide opportunities for an investor in Livermore?

    According to market experts at Vanguard, volatile markets offer opportunities such as tax-loss harvesting because the market rebounds quickly after a period of loss. Such a type of strategy entails selling investments at a lower price and using the money to invest in assets with similar functions in the portfolio. Through the direct indexing method, the right timing to place tax-loss harvesting can be maximized for an investor in Livermore.

  • How can you establish rapport prior to hiring a financial advisor in Livermore?

    Prior to hiring, schedule a face-to-face discussion or video conference with a financial advisor in Livermore. Check if the advisor is an excellent listener who can focus on your goals and provide strategies to help you achieve them. You can do this by asking detailed questions about the advisor's services, payment options, and communication methods. It is also important to probe the advisor's competence by inquiring about matters such as strategies for investing and opinions on portfolio expense reduction.

  • Do increasing taxes spell bad for the stock yield of a Livermore investor?

    Historical data has shown that increasing taxes result in stock yields better than the average. This might be attributed to financial stimuli such as extra spending on the part of government agencies and the issuance of social programs after taxes are increased. It may be difficult to really accurately predict the outcome of stock investments during periods of increased taxation but it is certain that there will be counterbalance measures to offset the effects. An investor in Livermore would benefit from the financial advice of a professional on matters such as the aforementioned.

  • When can solo 401(k) accounts be beneficial for an individual and business in Livermore?

    Individual business operators and business entities in Livermore who are looking for tax-deferred options, as well as plan flexibility for company expansion, may find the solo 401(k) beneficial. According to investment experts, the solo 401(k) would be attractive to independent professional consultants with limited liability or S-corp business models. Another reason for the plan's appeal is the increase in institutional asset managers and local third-party administrators that offer efficient and customized solutions.

  • How can an investor in Livermore seek the assistance of the Securities and Exchange Commission if they have investing problems?

    Should an investor in Livermore encounter problems with a financial advisor, investment account, and investing, they can contact the Securities and Exchange Commission by mail or fax. They can also visit the commission's website and use the online question form. Contact details are as follows: U.S. Securities and Exchange Commission Office of Investor Education and Advocacy 100 F Street, N.E. Washington, DC 20549-0213 Fax: (202) 772-9295

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.