Best Financial Advisors in Pleasanton

Adap Tax Financial is an advisory firm that serves Pleasanton and the surrounding areas. It advises clients on how to best utilize their funds to help them reach their financial goals by assisting them in constructing their portfolios and helping with tax strategies. It also deals with accounting and investments. Adap Tax Financial's founder, Gregory Crofton, has a degree in Finance and Accounting. He serves as a financial advisor and wealth manager at the company.

Since 2016, BayBridge Capital Group has been providing financial advice to clients in Pleasanton. Its private wealth management service covers all aspects of individual finances, such as cash flow monitoring, investment management, and goal planning. The firm's advisors also assist with analyzing insurance policies, preparing for retirement, and setting up an estate. In addition, they help businesses with creating workplace benefits and retirement plans. The firm's team has more than 100 years of combined experience in financial planning.

Bedell Frazier Investment Counseling, LLC, is a team of financial planners serving the Pleasanton area. They utilize a holistic approach, which involves guiding clients in divesting executive stock grants and providing counsel on investment strategies that intersect with tax and legal matters such as estate planning, wealth transfer, and trusts. They develop their strategies in accordance with current law changes. Company president Mike Frazier has over two decades of investment experience. He has been quoted on various media outlets, including Bloomberg and Reuters.

Bordeaux Wealth Advisors offers advice to clients in the Pleasanton metro who are in need of financial guidance. The wealth management firm aids clients in understanding financial complexities and provides solutions for problems such as increasing or transferring wealth. Its team of financial advisors helps clients attain independence through financial planning, income tax planning, and equity compensation. Bordeaux Wealth Advisors also offers cash flow, retirement, education, and philanthropic planning. The company focuses on creating customized solutions for each client.

Located in San Jose, Brian Lombardo caters to clients throughout Pleasanton. He helps individuals meet financial goals through various solutions, including retirement planning and education planning. Lombardo also offers investment management services and guides clients in issues involving equity and real estate investments. His other solutions include insurance management. Lombardo is a certified public accountant with over two decades of experience in finance. He served as a corporate officer for multiple organizations, including Cisco Systems and Grant Thornton LLP.

Intersect Capital is a San Ramon-based company that serves clients throughout Pleasanton. It offers financial planning services, including risk management and investment management. Its team also has experience in wealth management and administration and tax and estate planning. Concierge-style services are available, too. Clients at the company are provided with access to Schwab Alliance, which is a secure financial service platform where they can view detailed updates on their accounts. Clients are also provided use of the eMoney software to manage their budgeting and cash flow.

JLM Wealth Strategies is a company providing an array of financial solutions to its clients in Pleasanton. It offers asset, debt, and cash flow management, and legacy planning for individuals, families, and businesses. Whether it's making investments, building wealth, preserving legacies, or managing finances, the firm is prepared to develop strategies that meet its customers' goals. John Montoya, its founder, has been in the industry since 1998. He and his staff help clients make informed decisions in order for them to achieve financial independence.

Johanson Financial Advisors guides individuals in Pleasanton toward gaining financial independence. The firm works with clients to determine their financial objectives. It personalizes strategies and provides ongoing monitoring to assess progress and plan for changes. Additionally, its team offers tax, protection, investment asset, estate, retirement, and education planning services. Founder David L. Johanson has been a financial advisor since 1984. He is a member of the Financial Planning Association, the Association of Investment Management Consultants, and the Silicon Valley Financial Planning Association.

Martin, Wardin & Eissner Financial Group is an independent firm serving the Pleasanton community. It offers financial planning and wealth management services for individuals, families, and small businesses. It develops customized solutions and long-term plans using a comprehensive data gathering, goal setting, and analysis process to manage each client's financial life. The firm also creates implementation and monitoring plans. In addition, employee benefits and tax planning and preparation services are available. The team has over 75 years of combined industry experience.

Personal Capital provides financial advisory services to clients in Pleasanton and the surrounding communities. It provides clients with personalized strategies, including tax optimization, smart weighting, intelligent rebalancing, and dynamic portfolio allocation. It offers various financial tools, such as savings and retirement planners, investment checkups, fee analyzers, and mobile apps. Its president, Jay Shah, has been in the industry for more than 20 years. He serves as a member of the Board of Directors at One.

Sequoia Wealth Advisors and Investment Management, Inc., is a firm serving the metro of Pleasanton and its surrounding areas. It provides financial advice, products, and services in a process that includes designing a customized plan that matches its clients' needs and financial goals. Among the wide array of services it offers include wealth accumulation, retirement income strategies for clients who are retired or contemplating retirement, cash management for entrepreneurs, and designing investment portfolios. Its president, Kristina Kuprina, conducts webinars regularly tackling economic updates.

Smart Path Wealth Management is a financial advisory firm that has been serving the residents of Pleasanton since 2015. It provides clients services, such as financial planning and investment management. In addition, it offers college, retirement, tax, and insurance planning, accommodated with deep research to obtain the success of clients' portfolios. Smart Path Wealth Management is led by Palbir Nijjar. He has almost 20 years of experience in the industry. Nijjar has previously worked as a financial analyst for various technology companies.

Summit Financial Group, LLC, is an asset management and financial planning organization that offers clients in Pleasanton advice and solutions in achieving financial goals. The financial planners at this firm assist clients in developing the foundation for their financial lives and providing advice that meets specific needs. Additional services are investment management, legacy planning, and risk management. Founding partner and financial advisor Steven M. Wilcox have been helping improve clients' financial lives for the last three decades.

Summit Wealth & Retirement Partners is a financial services company that serves clients in Pleasanton. It provides various solutions, including retirement and tax planning. The company also deals with investment management services and works with the firm Charles Schwab to assist in tax-efficient investing. It offers the Business & Financial Coaching program to help entrepreneurs in areas like debt management. Hal Porter, one of the company's partners, has over 15 years of experience in finance. He is a U.S. Air Force veteran.