Expertise.com

2024

Last updated:

Best Financial Advisors in San Leandro

Our Recommended Top 6

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

26Reviewed

18Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

San Leandro, CA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

San Leandro, CA

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Why choose this provider?

Need help contacting a Financial Advisor in San Leandro? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

2303 Camino Ramon #230, San Ramon, CA 94583

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Review Sources

Google
5.0 (1)

Why choose this provider?

Maloon Powers Pitre & Higgins LLC is a fiduciary investment advisory firm that has been serving the residents of San Leandro and the surrounding areas for over two decades. It provides ongoing and in-depth financial planning and portfolio management services, which include fund selection and performance assessments, quarterly performance reports, and the monitoring of Required Minimum Distributions. Its process also includes defensive barrier analyses and portfolio recommendations. Maloon Powers Pitre & Higgins LLC has been named to CNBC's Financial Advisor 100.

  • Certified Financial Planner (CFP)
  • Financial Planning

14895 E. 14th Street, Suite 410, San Leandro, CA 94578

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Review Sources

Google
5.0 (1)

Why choose this provider?

Joe T. Stevenson, Jr., is a financial advisor who helps secure the economic future of individuals and enterprises throughout San Leandro. He offers estate, personal financial, and strategic business planning services. As a CPA, he also assists with accounting, QuickBooks, cash flow management, and tax preparation. Joe draws on the collective experience, skills, and strengths of his staff to serve various clients. Together, they continuously develop their professional skills, improve their technical proficiency, and update their financial knowledge to provide clients with competent advice.

  • Certified Financial Planner (CFP)

15200 Hesperian Blvd, Suite 202, San Leandro, CA 94578

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Review Sources

Facebook
5.0 (2)

Why choose this provider?

Abundance Advisers serves the residents of San Leandro by providing customized financial strategies. It examines clients' financial position and goals to develop plans for investment, retirement, tax payment, and estate, as well as risk management. The company's consultants advise individuals on how to protect their assets, give to charities, fund their children's college education, and seek Social Security. Owner Daven Sharma earned his CPA and CFP certifications after migrating to the US from India. He is also the founder of the non-profit Academy of Financial Planning.

  • Business Formation

3223 Crow Canyon Rd., Suite 245, San Ramon, CA 94583

Expertise.com Rating

Review Sources

Facebook
5.0 (12)

Why choose this provider?

LFS Wealth Advisors is a wealth management firm that offers a total solutions approach to retirement planning for individuals in the San Leandro metro. Some of the services it provides include estate planning, portfolio management, retirement exit planning, and income tax reduction planning. John Lau, the firm's managing director, is a Certified Financial Planner who has been in the industry since the 1990s. He co-authored a book with Matthew Lau entitled "A Race Between Time and Money."

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

  • Why should locals in San Leandro seek wealth management advice from a finance professional?

    San Leandro locals stand to benefit from seeking professional investment and portfolio management advice. As part of the San Francisco Bay Area, San Leandro's living costs are relatively high, 42% above the U.S. average. The job market in the metro is also competitive. An advisor can formulate customized plans, diversify investments, and guide people in making sound financial decisions.

  • Is getting health insurance a must for San Leandro residents?

    Absolutely. Having a health insurance policy is important for anyone, but it carries even more weight in areas like San Leandro, where healthcare is expensive. The average cost of healthcare for adults is $4,374 annually. While this is close to national estimates, it is significantly higher than the average healthcare cost of $3,711 per year in California. Residents can ask a financial advisor where to get a health plan that maximizes their budget.

  • How much state tax do you need to pay in San Leandro if you are single?

    The amount of state tax you need to pay depends not only on your filing status but also on your taxable income. Tax rates in San Leandro and across California are determined through a tax bracket system. They range from 1% for the lowest income bracket of $0 – $8,809 to 13.3% for those whose taxable income exceeds $1 million.

  • You have switched from working in the office to working from the comfort of your home in San Leandro. How will this impact your taxes?

    You can take advantage of your work-from-home arrangement to save taxes in San Leandro. You can enjoy tax deductions as long as you are self-employed, whether you are a homeowner or a tenant. Regular and complete use of the home space is also required. The deduction applies to utility bills, mortgage payments, property maintenance costs, and renters’ or homeowners’ insurance premiums.

  • How should you prepare for a meeting with a financial advisor in San Leandro?

    You might need to do some reflection beforehand so you can maximize your appointment in San Leandro. Start by listing your financial goals in order of priority. This will give your advisor a good place to start. It could be uncomfortable sharing personal details, but consider opening up about your financial concerns and recent events in your life. You can also bring bank statements and other documents that can help paint a picture of your financial status.

  • 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.