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Best Financial Advisors in Pleasanton

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4725 First St Suite 275, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Finance Planning

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.

4725 First St Suite 275, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 218-2301

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5976 W Las Positas Blvd, Suite 124, Pleasanton, CA 94588
Pleasanton, CA 94588
  • Certified Financial Planner (CFP)

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.

5976 W Las Positas Blvd, Suite 124, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(925) 621-7597

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
Walnut Creek, CA 94596
Instagram
  • Certified Financial Planner (CFP)
  • 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.

200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
Walnut Creek, CA 94596

InstagramWebsite(925) 932-0344

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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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1550 El Camino Real Suite 100, Menlo Park, CA 94025
Menlo Park, CA 94025
  • Certified Financial Planner (CFP)

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.

1550 El Camino Real Suite 100, Menlo Park, CA 94025
Menlo Park, CA 94025

Website(650) 289-1105

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2570 North First Street, Suite 200, San Jose, CA 95131
San Jose, CA 95131
  • Retirement Planning
  • Financial Planning

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.

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

Website(408) 728-4350

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12657 Alcosta Blvd. Suite 500, San Ramon, CA 94583
San Ramon, CA 94583
  • Financial Planning

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.

12657 Alcosta Blvd. Suite 500, San Ramon, CA 94583
San Ramon, CA 94583

Website(925) 790-2894

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

11960 Silvergate Drive, Suite 102, Dublin, Ca 94568
Dublin, Ca 94568
  • Custom Financial Planning
  • Finance Planning

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.

11960 Silvergate Drive, Suite 102, Dublin, Ca 94568
Dublin, Ca 94568

Website(925) 386-6639

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

2105 S. Bascom Ave. Suite 255, Campbell, CA 95008
Campbell, CA 95008
  • Estate Planning
  • Retirement Planning
  • Finance Planning

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.

2105 S. Bascom Ave. Suite 255, Campbell, CA 95008
Campbell, CA 95008

Website(408) 404-0009

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

480 St. John Street, Suite 120, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

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.

480 St. John Street, Suite 120, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 484-1053

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A

Helpfulness: A+

Detail: A

3 Lagoon Drive Suite 200, Redwood City, CA 94065
Redwood City, CA 94065
Instagram
  • Investment Management
  • Wealth Management

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.

3 Lagoon Drive Suite 200, Redwood City, CA 94065
Redwood City, CA 94065

InstagramWebsite(855) 855-8005

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

99 Almaden Boulevard Suite 925, San Jose, CA 95113
San Jose, CA 95113
  • Certified Financial Planner (CFP)
  • Finance Planning

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.

99 Almaden Boulevard Suite 925, San Jose, CA 95113
San Jose, CA 95113

Website(408) 645-2500

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

4695 Chabot Dr. Suite 200, Pleasanton, CA 94588
Pleasanton, CA 94588
  • Certified Financial Planner (CFP)

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.

4695 Chabot Dr. Suite 200, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(925) 267-8955

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
San Ramon, CA 94583
  • Finance Planning

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.

2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
San Ramon, CA 94583

Website(925) 866-7800

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

55 Oak Ct – Suite 210, Danville, CA 94526
Danville, CA 94526
  • Retirement Planning
  • Investment Management

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.

55 Oak Ct – Suite 210, Danville, CA 94526
Danville, CA 94526

Website(925) 927-1900

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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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