Laurels

Best Financial Advisors in Mountain View
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Mountain View 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 36 28 18

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

Meyers Wealth Management

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Meyers Wealth Management offers its services to clients around Mountain View. Through a comprehensive review of a client's financial situation, it assesses goals and possible risks and options in creating an appropriate financial or investment plan. It also assists in asset allocation and location to help determine securities and where to hold them. CFP David S. Meyers started his financial planning career with Salomon Brothers in 1993 before founding Meyers Wealth Management in 2008.

441 California Ave, Suite 7
Palo Alto, CA 94306

Website

Three Bell Capital

  • Retirement Planning

Three Bell Capital serves the financial organization needs of people throughout the Mountain View metro. It offers wealth administration services, including portfolio and risk management, estate planning, and tax strategy. It also provides retirement consulting services, including design planning, platform selection, fiduciary support, and investment management. The independent firm aims to find creative solutions to traditional problems using technology. Currently, it manages over a billion dollars in assets and 175 retirement plans through a coordinated team that combines each other's time, skill, and knowledge.

4 Main Street, Suite 230
Los Altos, CA 94022

Website