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Best Financial Advisors in San Mateo

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San Mateo, CASan Mateo, CA

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.

San Mateo, CASan Mateo, CA

Website

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: --

160 Centennial Way, Suite 19, Tustin, CA 92789
Tustin, CA 92789
Instagram
  • Finance Planning
  • Financial Planning

AdvicePeriod is a financial advisory firm that caters to the needs of the San Mateo metro. The firm provides financial planning services for business owners, wealthy families and individuals, private equity principals, and lawyers. Its financial advisors also offer trust and estate planning services, insurance guidance, CFO services, and investment management and oversight. Over the years, AdvicePeriod has received several awards, including Barron's Top Independent Financial Advisors in 2011 and Fintech Breakthrough Best Wealth Management Company in 2017.

160 Centennial Way, Suite 19, Tustin, CA 92789
Tustin, CA 92789

InstagramWebsite(424) 281-3600

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+

100 Pine Street, # 1250, San Francisco, CA 94111
San Francisco, CA 94111
  • Financial Planning
  • Wealth Management

Babylon Wealth Management provides guidance to clients in the San Mateo metro who are in need of financial advice. The firm offers financial planning services and aids clients in making decisions involving their wealth. It helps clients understand their circumstances and offer a course of action applicable to it. Financial planning for stock options is also available, with the company's financial advisors guiding clients through complex equity and tax concepts. Founder Stoyan Panayotov has received his CFA designation.

100 Pine Street, # 1250, San Francisco, CA 94111
San Francisco, CA 94111

Website(415) 851-3061

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:

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+

340 Lorton Ave, Suite 216, Burlingame, CA 94010
Burlingame, CA 94010
  • Certified Financial Planner (CFP)
  • Financial Planning

Ballast Point Financial Planning, LLC is a wealth management firm that caters to customers located in the San Mateo area. It works on financial security, investment management, and tax planning. It also provides clients with forward-looking tax advice, including the preparation and filing of federal and state tax returns. Lead financial planner Liz Plot is a Chartered Financial Consultant, Enrolled Agent, and Accredited Financial Counselor. She is also one of the firm's four Certified Financial Planners.

340 Lorton Ave, Suite 216, Burlingame, CA 94010
Burlingame, CA 94010

Website(650) 636-7526

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:

21 (Better)

Score Consistency:

Consistent (Best)

1900 S. Norfolk St., Suite 350, San Mateo, CA 94403
San Mateo, CA 94403
  • Finance Planning
  • Financial Planning

Clear Retirement Advice is a Registered Investor Advisor firm that offers its services to retirees and pre-retirees throughout San Mateo. It has a team of CPAs, real estate attorneys, and insurance and housing specialists who provide tailored financial and investment strategies for post-employment wealth security. It handles portfolio management, tax reduction, and the mitigation of financial threats. Founder Jim Schwarz is a CFP and RICP who has assisted at least 20,000 households and managed more than $13 billion in assets.

1900 S. Norfolk St., Suite 350, San Mateo, CA 94403
San Mateo, CA 94403

Website(800) 228-0310

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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:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

1710 South Amphlett Blvd Suite 117, San Mateo, CA 94402
San Mateo, CA 94402
  • Certified Financial Planner (CFP)

Grealish Investment Counseling is an advisory firm operating in San Mateo. It assists individual investors in customizing retirement and investment plans which can include establishing an asset allocation policy and developing routine maintenance of the implemented financial strategy. Its Certified Financial Planner, Kent Grealish, also conducts employee counseling and group seminars for employers and retirement plan sponsors. He has published financial articles that have appeared in a variety of media, including the San Mateo Times, Smart Money, and the San Francisco Chronicle.

1710 South Amphlett Blvd Suite 117, San Mateo, CA 94402
San Mateo, CA 94402

Website(650) 952-5488

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+

1510 Fashion Island Blvd., Suite 210, San Mateo, CA 94404
San Mateo, CA 94404
  • Certified Financial Planner (CFP)

Jeffrey K. Better is a financial advisor who serves clients in San Mateo. Better provides custom-tailored wealth management solutions to individuals, families, organizations, and businesses. He also offers his services to healthcare professionals. Better is equipped to assist clients with income management, retirement preparation, and business planning matters. Additionally, he provides estate and charitable planning services. Better also helps his clients with implementing investment strategies and understanding financial risks. Better is a member of the Lincoln Financial Advisors.

1510 Fashion Island Blvd., Suite 210, San Mateo, CA 94404
San Mateo, CA 94404

Website(650) 377-4101

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 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

1900 S. Norfolk, Suite 350, San Mateo, CA 94403
San Mateo, CA 94403
  • Retirement Planning
  • Investment Management

King Wealth Advisors has been serving San Mateo and the surrounding areas since 2015. Its team of professionals provides financial services such as retirement and education planning, estate plan review, wealth, investment, and debt management, financial coaching, and insurance needs assessment. The firm's president and founder, Matthew King, has more than 20 years of experience in the industry. He earned his Chartered Financial Analyst designation in 2004 and is a member of the San Francisco CFA Society. King also has series 65 and 66 securities licenses.

1900 S. Norfolk, Suite 350, San Mateo, CA 94403
San Mateo, CA 94403

Website(650) 435-3918

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)

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

Serving the San Mateo area, LFS Wealth Advisors offers financial strategies in comprehensive wealth management to help its clients in making the most out of their retirement. Its consultants advise individuals about retirement exit plans and social security benefits. They also assist them in tax planning, estate tax savings, and portfolio management. LFS Wealth Advisors has been recognized by the Banking CIO Outlook as one of the Top 10 Wealth Management Service Companies in 2021.

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

Website(925) 800-7470

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:

12 (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+

951 Mariners Island Blvd Suite 300, San Mateo, CA 94404
San Mateo, CA 94404
  • Financial Planning

Lilani Wealth Management offers comprehensive financial planning solutions to clients in and around San Mateo. Its financial advisors assist in planning and preparing for short-term or long-term financial goals, such as saving for college, planning for retirement, or purchasing properties. The firm also helps clients in cash flow and budget management, investment analysis, tax planning, and insurance coverage review. Founder Rashida Lilani is a Certified Financial Planner and a Certified Private Wealth Advisor with over 20 years of industry experience. She also previously served on the Board of the Financial Planning Association of Northern California.

951 Mariners Island Blvd Suite 300, San Mateo, CA 94404
San Mateo, CA 94404

Website(888) 521-6752

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:

7 (Good)

Score Consistency:

Consistent (Best)

1355A San Carlos Ave., San Carlos, CA 94070
San Carlos, CA 94070
  • Certified Financial Planner (CFP)

MA Private Wealth is a boutique firm of fiduciaries that serves clients throughout San Mateo. With offices in San Carlos and Campbell, it provides a wide range of services, including financial planning, retirement income, trust, and estate planning, and tax management services. It works with clients and identifies their financial goals to create a comprehensive financial plan and investment portfolio tailored to their needs. Firm CEO and private wealth advisor Marty Miller was recognized among the Financial Times Top 400 Advisers in 2016.

1355A San Carlos Ave., San Carlos, CA 94070
San Carlos, CA 94070

Website(650) 232-2021

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:

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+

340 Lorton Ave., Ste. 215, Burlingame, CA 94010
Burlingame, CA 94010
Instagram
  • Estate Planning
  • Financial Planning

MainStreet Financial Planning provides assistance to individuals and businesses in San Mateo to take control of their finances. Its "Step by Step" process involves assessing clients' financial situation and designing a money roadmap. Its advisors deliver financial plans with recommendations about saving and investing money. In addition, they offer navigation support for monitoring progress in following the money roadmap. MainStreet Financial Planning has five offices in Southern and Northern California, New York, Maryland, and Washington, D.C.

340 Lorton Ave., Ste. 215, Burlingame, CA 94010
Burlingame, CA 94010

InstagramWebsite(888) 897-6743

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+

203 Redwood Shores Pkwy., Ste 460, Redwood City, CA 94065
Redwood City, CA 94065
  • Certified Financial Planner (CFP)

Nerd Nation Financial is a team of representatives from Northwestern Mutual that offers financial, retirement, and estate planning, as well as investment strategies and risk management solutions to clients in San Mateo. Besides families with young children and professionals, the company works specifically with Silicon Valley clients in technology companies, helping them maximize their employment benefits and strategize their investments. Lead wealth management advisor Chris Andrews founded the firm in 2007. He holds various designations, such as ChFC, CFP, WMCP, and RICP.

203 Redwood Shores Pkwy., Ste 460, Redwood City, CA 94065
Redwood City, CA 94065

Website(650) 264-4902

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)

1150 White Oak Way, San Carlos, CA 94070
San Carlos, CA 94070
  • Certified Financial Planner (CFP)

Red Tower Advisors is a full-service financial firm serving clients in San Mateo. With an average of 20 years of experience in the industry, its advisors help clients navigate complex financial matters in making plans for cash flows, retirement, education, taxes, estates, and goal fundings. They also integrate financial technology into their service, such as a digital vault that allows clients to access their most important documents anywhere. The firm's principal financial advisor, Brian Wong, holds various designations, including CFP, CHFC, CLU, RICP, and CDFA.

1150 White Oak Way, San Carlos, CA 94070
San Carlos, CA 94070

Website(650) 753-8333

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:

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+

3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306
Palo Alto, CA 94306
  • Certified Financial Planner (CFP)

Schneider Wealth Management is a financial advisory firm serving San Mateo and the surrounding areas. Its principal advisor, Meredith Schneider, has been working with executives and tech engineers for more than 23 years. She is a Certified Financial Planner, helping individuals understand how their monetary assets affect their life. Her wealth management services include consulting the clients, gathering and analyzing information, and helping them understand their objectives. Schneider is also a member of the NAPFA.

3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306
Palo Alto, CA 94306

Website(888) 444-9981

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)

1700 S. Amphlett Blvd Ste 218, San Mateo, CA 94402
San Mateo, CA 94402
  • Certified Financial Planner (CFP)
  • Retirement Planning

Sid Financial Services is a local firm that provides solutions to the financial difficulties and challenges of individuals, families, and businesses in San Mateo and the surrounding areas. The firm's investment adviser representatives assist in developing personal financial goals that cover retirement funding, tax minimization, and disaster protection. Some of the services available are estate conservation, risk management, asset protection, and college fund planning. Owner and principal planner Kalvin Sid has been in the financial services industry for almost three decades.

1700 S. Amphlett Blvd Ste 218, San Mateo, CA 94402
San Mateo, CA 94402

Website(650) 378-8588

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:

5 / 5 ( Best)

Total Reviews:

15 (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: --

Detail: --

San Carlos, CA 94070San Carlos, CA 94070
  • Estate Planning

Vested Financial Planning is an advisory firm that serves retiring individuals in the San Mateo community. It aims to help them maximize their employee equity by providing financial planning services. The firm offers cash flow management and budgeting, tax planning, retirement planning, and investment analysis and management solutions. It is led by Tom Lo, a CFP who has been in the industry for nine years. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

San Carlos, CA 94070San Carlos, CA 94070

Website(650) 315-7372

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:

5 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

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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