Expertise.com

2024

Last updated:

Best Financial Advisors in Pittsburg

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 Pittsburg Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

30Reviewed

24Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

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 (45)
Google
5.0 / 5 (20)

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

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

Why choose this provider?

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.

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

Why choose this provider?

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.

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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 (4)

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

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

Why choose this provider?

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.
5.0
Facebook
5.0 / 5 (13)
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

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

Why choose this provider?

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
5.0 / 5 (12)

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

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

Why choose this provider?

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.

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

Why choose this provider?

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
Yelp
5.0 / 5 (2)
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

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

Why choose this provider?

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.

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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.

  • How can a Pittsburg resident protect their financial information and assets from fraud and cybercrime?

    Individuals in Pittsburg should follow general best practices, such as being suspicious of unsolicited calls and texts, to be able to protect their financial information and assets from cybercrime. Other ways to avoid fraud include making sure that they are on a secure website, not clicking on questionable links, avoiding public networks, installing anti-virus software, and being strategic with their login credentials.

  • Does inflation affect investments in Pittsburg?

    Yes. Inflation affects investments in Pittsburg because it reduces the real rate of return on investments. It also lessens purchasing power because a fixed amount of money will not be able to buy goods that are increasing in price. Inflation may also affect the actions of the Federal Reserve, such as reducing the amount of money in circulation to control the upward movement of prices.

  • What should Pittsburg residents do to have a proper retirement?

    Pittsburg residents should avoid chasing hot investments and prioritizing college funding over retirement to ensure they reach their long-term financial goals. To ensure financial well-being, individuals must be mindful of healthcare costs, maximize tax-deferred savings, adapt investment strategies, and aim to retire without significant debt. Overall, they should focus on having a strategy before and after retirement to increase their likelihood of a successful retirement.

  • Does working after retirement have an impact on Social Security benefits in Pittsburg?

    A Pittsburg resident's Social Security benefits could be affected if they continued working after retirement but before their full retirement age. Their Social Security benefits could also be temporarily reduced if they chose to work because of the earnings limit imposed on people that have not reached the full retirement age. Individuals that reached the full retirement age might be eligible for a higher Social Security earnings limit.

  • What are the drawbacks of being an accredited investor in Pittsburg?

    Being an accredited investor in Pittsburg allows people to take advantage of certain types of investments that could yield higher returns, but it also has several drawbacks. An accredited investor will face higher risks because of the higher minimum investment requirement. They are also required to pay performance and management fees for some investment types, such as hedge funds. It is also harder for accredited investors to access their money because most accredited investment vehicles are illiquid.

  • 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.