Best Financial Advisors in Pittsburg

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Arbor Wealth Management logo
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Arbor Wealth Management

2855 Mitchell Drive, Suite 203, Walnut Creek, CA 94598
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  • Certified Financial Planner (CFP)

Business Description

Since 1993, Arbor Wealth Management has been guiding individuals, families, and businesses in Pittsburgh and neighboring areas through their financial journey. The firm provides financial planning, investment management, and insurance services. Its financial advisors have access to alternative investments, including managed futures, non-traded REITs, MLPs, and Business Development Companies. Other options for investing include Biblically Responsible Investing and ESG or investing for a cause. Founder Steve Aguiar has been in the financial services industry for 30 years.

Aya Wealth logo
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Aya Wealth

1390 Willow Pass Road Suite 900, Concord, CA 94520
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  • Tax Planning
  • Retirement Planning

Business Description

For almost two decades, Aya Wealth has been helping individuals, families, and business owners in Pittsburg and the surrounding areas achieve their financial goals. Its financial advisors assist retired persons or those approaching retirement in the areas of investments, financial planning, and insurance. They deal with various types of financial plans, including college, estate, profit sharing, and 401 (k). From planning to execution to follow-up, they work closely with clients. Aya Wealth is a daughter company of Cetera Financial Group.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Del Monte Group logo
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License Verified:

License: 106669

Investment Adviser Public Disclosure Database, SEC

Del Monte Group

75 Golden Meadow Lane, Alamo, CA 94507
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  • Certified Financial Planner (CFP)

Business Description

The Del Monte Group has been working with clients in Pittsburg since 1985. Its financial advisors help individuals manage their wealth so that they can attain current and future goals. They provide advice on claiming social security, setting up estates, and choosing insurance policies. The company also helps create investment portfolios that suit a client's risk tolerance. Co-founder Richard Del Monte is a Certified Financial Planner and the author of "Endless Inheritance: Moving from Feuding to Flourishing in Your Affluent Family."

License Verified:

License: 106669

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
4.6
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
DJ Chan logo
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DJ Chan

1053 Sunvalley Blvd, Concord, CA 94520
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  • Certified Financial Planner (CFP)

Business Description

DJ Chan is a Merrill financial solutions advisor who helps individuals and families in Pittsburg achieve their goals. He develops investment strategies and portfolios based on their needs and risk attitude. Chan and his team assist clients with tools and solutions so that they can manage their finances, plan for retirement and future health care, and build wealth for their families. Chan is also licensed to do business in Arizona, Nevada, Florida, and Texas.

Financial Zen logo
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License Verified:

License: 282230

Investment Adviser Public Disclosure Database, SEC

Financial Zen

600 California St., 11th Floor, San Francisco, CA 94108
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  • Certified Financial Planner (CFP)

Business Description

Financial Zen is an independent firm serving clients in the Pittsburg area. It provides various financial planning programs to optimize wealth and help with early retirement. It has a foundations program and a mastery program that include coaching calls and proprietary tools for wealth management. Investment management services are also available. Financial Zen has a team of Certified Financial Planner and CRPC professionals with more than 14 years of industry expertise. It is a member of the NAPFA and the XY Planning Network.

License Verified:

License: 282230

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Fullerton Advisors logo
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Fullerton Advisors

318 Diablo Road, Suite 260, Danville, CA 94526
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  • Certified Financial Planner (CFP)

Business Description

Fullerton Advisors offers financial planning services to individuals and families in the Pittsburg metro. It works with customers to determine their objectives and analyze their current situation. The company helps clients plan and implement a financial strategy that integrates the various aspects of their finances. It also develops an investment strategy based on the customer's income needs, family dynamics, time horizon, and risk tolerance. Nick Fullerton, the founder of Fullerton Advisors, is a CFP and a member of the Financial Planning Association.

Herrmann & Cooke logo
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License Verified:

License: 110722

Investment Adviser Public Disclosure Database, SEC

Herrmann & Cooke

370 Diablo Road, Suite 201, Danville, CA 94526
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  • Certified Financial Planner (CFP)

Business Description

Herrmann & Cooke has been serving Pittsburg clients for more than 30 years. It provides a wide range of services, including financial, retirement, and estate planning, as well as investment management. It also offers partnership buy-and-sell agreements, ownership structuring, and succession planning. The firm is led by David P. Herrmann, who is also the chief financial officer for Micro Business Mentors and a former vice-chairman of the National Association of Securities Dealers' District Business Conduct Committee.

License Verified:

License: 110722

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Index Gurus, Inc. logo
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License Verified:

License: 131014

Investment Adviser Public Disclosure Database, SEC

Index Gurus, Inc.

1383 South Main Street, Walnut Creek, CA 94596
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  • Certified Financial Planner (CFP)

Business Description

Index Gurus, Inc., is an independent advisory firm that helps professionals, individuals, business owners, and families in Pittsburg. It guides clients in investing and asset allocation, risk management, and legacy building. Its analysts take a concierge-style approach to financial planning that involves assessment, tax liability analysis, and cash flow management. The firm was established by Faruk Jaffer, a CFP and ChFC, in 2004. He teaches financial planning at UCSC. Jaffer is a member of the Financial Planning Association and the American Red Cross.

License Verified:

License: 131014

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Yelp
5.0 / 5 (37)
Google
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Pathwise logo
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Pathwise

2255 Contra Costa Boulevard, Suite 207, Pleasant Hill, CA 94523
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  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Pathwise is a financial planning firm serving individuals and families in Pittsburg. It offers comprehensive advice on risk management, retirement planning, estate planning, income tax planning, and withdrawal strategies. The firm assists with investment management, helping diversify assets and construct disciplined portfolios for private equity, publicly traded investments, and real estate. It also works with small businesses looking to evaluate corporate structure and analyze cash flow. Pathwise's co-founder, Arek Puzia, is a Certified Financial Planner and an active certified public accountant.

Rina logo
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Rina

475 14th Street, Suite 1200, Oakland, CA 94612
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  • Certified Financial Planner (CFP)

Business Description

Rina is a wealth management advisory firm serving the people of Pittsburg and the nearby areas. It provides clients with financial guidance and services, including investment management, insurance and estate planning, retirement income planning, and 401(k) plan consulting. Roshan Weeramantry, the director and Investment Advisor Representative of Rina, brings his expertise to the company to help it reach its long-standing vision of bringing a more holistic approach to its services. Weeramantry graduated with a bachelor's degree in Finance in 1999.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Robert J. Eldred, CFP logo
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License Verified:

License: 2124128

Investment Adviser Public Disclosure Database, SEC

Robert J. Eldred, CFP

57 Post Street Suite 713, San Francisco, CA 94104
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  • Certified Financial Planner (CFP)

Business Description

Robert J. Eldred, CFP, caters to individuals and small business owners in Pittsburg and the surrounding areas. The company helps clients understand how their individual financial decisions impact their overall financial success and then creates integrated strategies that take into account the interconnectedness of their financial activities. It also customizes and manages investment portfolios designed to help clients pursue short- and long-term investment goals. Principal Robert J. Eldred has been a financial advisor since 1991.

License Verified:

License: 2124128

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
The Olin Financial Group logo
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The Olin Financial Group

2033 North Main Street Suite 800, Walnut Creek, CA 94596
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  • Certified Financial Planner (CFP)

Business Description

The Olin Financial Group provides services to individuals and families in Pittsburg. Its financial advisory services include retirement planning, asset management, 401k distribution strategies, Social Security techniques, and estate investment planning. Its overall financial planning offers the flexibility to adjust through major life events, like getting married or inheriting assets. Founding member Lawrence C. Olin is a Certified Financial Planner and has been recognized by the National Association of Board Certified Advisory Practices as one of the Bay Area’s Premier Wealth Advisors for three consecutive years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Thomas Doll logo
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License Verified:

License: 108052

Investment Adviser Public Disclosure Database, SEC

Thomas Doll

165 Lennon Lane, Suite #200, Walnut Creek, CA 94598
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  • Private Wealth Advisor
  • Retirement Planning

Business Description

Thomas Doll is a financial services firm that serves physicians, dentists, and medical professionals in Pittsburg and the surrounding locations. It specializes in various services, including wealth management, retirement plan solutions, income tax planning, and practice accounting. It offers clients personalized payroll and practice creation and transition services. Thomas Doll has more than four decades of industry experience and combines the advantages of tax preparation with internal control and anti-embezzlement processes to improve the business success of its clients.

License Verified:

License: 108052

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Veraz Advisors logo
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License Verified:

License: 304619

Investment Adviser Public Disclosure Database, SEC

Veraz Advisors

2355 San Ramon Valley Blvd Suite 204, San Ramon, CA 94583
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  • Certified Financial Planner (CFP)

Business Description

Veraz Advisors is a financial management firm that caters to clients in Pittsburg and the surrounding areas. The firm navigates clients in various areas of their financial life, which includes advising in managing the client's wealth, growing their business, planning for retirement, and funding a college education. One of its founders, Stephen Stanton, has been in the financial industry since 2003. He is also a certified college funding specialist and has worked with small businesses and start-ups to design financial plans.

License Verified:

License: 304619

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
4.8 / 5 (12)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Yoder Wealth Management logo
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Yoder Wealth Management

2033 N. Main Street, Suite 1060, Walnut Creek, CA 94596
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Yoder Wealth Management is an independent family office serving individuals, entrepreneurs, and retirees in the Pittsburg area. It offers financial planning solutions for clients looking to minimize income and estate taxes and continue growing wealth. The firm assists with equity compensation, wealth transfer, charitable giving, and financial optimization. Yoder Wealth Management was featured on Forbes and Nasdaq. Its co-founder, Michael D. Yoder, is a CFP and CRPS professional with over 20 years of industry experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
ZRC Wealth Management logo
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ZRC Wealth Management

200 Pringle Ave., Suite 400, Walnut Creek, CA 94596
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

ZRC Wealth Management offers financial advisory services in Pittsburg. The fiduciary firm provides solutions to various aspects of clients' financial lives, including specific goals, timelines, income and liquidity requirements, and risk tolerance. It also assists those who want to consider investing in environmental, social, and corporate governance. Additionally, the company advises current and retired attorneys in protecting their assets. Managing partner Barry N. Mendelson is a Certified Financial Planner and served as president of the Financial Planning Association of the East Bay Chapter.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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