Expertise.com
2024

Last updated:

Best Financial Advisors in San Ramon

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

32

Reviewed

25

Curated

15

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

San Ramon, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

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.
4.0

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
––

Price: Free Consultation

San Ramon, CA

Why choose this provider?

Need help contacting a Financial Advisor in San Ramon? 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.

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

Price: Free booking service | Call 848.Book.Pro!

Website
1383 South Main Street, Walnut Creek, CA 94596
  • Certified Financial Planner (CFP)
  • Finance Planning
  • Wealth Management
  • Retirement Planning
  • Investing
  • Certified Financial Planner (CFP)
  • Fiduciary
  • Tax Mitigation

Why choose this provider?

Index Gurus, Inc., is an investment company that has been providing San Ramon residents with services through a fiduciary structure. It advises clients regarding financial decisions, offers retirement and portfolio management, and provides access to Schwab and TD Ameritrade Institutional. Company founder Faruk Jaffer is a certified financial planner who uses a holistic approach that includes tax mitigation, retirement planning, investing, and estate planning with an aim to provide financial peace of mind.

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 (15)

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
100 Pine Street, #1250, San Francisco, CA 94111
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Serving San Ramon, Babylon Wealth Management is a company that offers financial planning services. It helps young families, physicians, tech professionals, federal employees, and business owners reach their financial goals. Its services include financial planning, investment management, estate planning, and tax advisory. Stoyan Panayotov, the firm's founder, is a fiduciary financial advisor who grew up in a small town in Bulgaria. He previously worked for Deutsche Bank and Wells Fargo, specializing in product risk management and option strategies.

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

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
550 Park Street Suite 105, Alameda, CA 94501
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

Paragon Financial Planning offers its clients in the San Ramon metro a holistic approach to the wealth management experience. With a mission to transform clients' financial vision into reality, it provides financial life planning, thoughtful solutions to complex financial issues, and financial education and support. It specializes in creating in-depth investment portfolios, retirement planning and distribution strategies for retirement, and risk management as it relates to life insurance and long-term care needs. The firm is independent and committed to the fiduciary standard, which is followed by its CFP professionals.

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 (2)

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
9000 Crow Canyon Road Suite # S 177, Danville, CA 94506
  • Financial Planning

Why choose this provider?

Best Financial Life serves clients in San Ramon. It helps clients reach their financial goals by recommending investment and retirement planning strategies. The company has developed the Best Life Breakthrough program, assisting clients in understanding their financial situations, goals, and values. Founder Joe Morgan is a Certified Financial Planner who has more than 25 years of experience managing finances for organizations, including the Silicon Valley Bank. He is a member of the National Association of Personal Financial Advisors.

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 (9)
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
535 Mission Street, 14th Floor, San Francisco, CA 94105
  • Financial Planning
  • Wealth Management

Why choose this provider?

Citrine Capital is a management firm serving tech professionals, entrepreneurs, and business owners in San Ramon. The firm helps its clients with different aspects of business involving financial planning, tax preparation, financial coaching, and investment management. It also assists in providing clients with a comprehensive financial action plan that covers risk analysis, college funding, cash-flow analysis, and a review of a company's benefits. It has been featured on CNN, The New York Times, and ABC News.

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.
4.9
Yelp
5.0 / 5 (33)
Google
4.6 / 5 (9)

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

Why choose this provider?

Bordeaux Wealth Advisors is an independent investment advisory and wealth management firm that serves San Ramon and its neighboring areas. Its services include investment advisory, comprehensive financial planning, education planning, and income tax planning. It also assists clients in preparing for the future through its retirement, wealth transfer, and insurance planning solutions. Each client is provided a personalized financial roadmap to help them attain their financial goals. CEO and founder Thomas C. Myers, CFA, CPA, CFP, has over 30 years of experience in the wealth advisory industry.

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.
4.4
Google
4.4 / 5 (7)

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
4695 Chabot Dr. Suite 200, Pleasanton, CA 94588
  • CFA Charterholder

Why choose this provider?

Established in 2015, Smart Path is an advisory firm serving San Ramon. It focuses on financial planning and investment management. It assesses clients’ financial picture and uses the data in developing plans to help them address their needs or achieve financial goals, such as maximizing their wealth, preparing for retirement, or securing their children’s future. Its team educates them on investment options and potential risks, as well as insurance and tax strategies. Smart Path has been featured in Yahoo! Finance. Its founder, Palbir Nijjar, has almost 20 years of experience.

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 (7)
Google
5.0 / 5 (2)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
  • Financial Planning

Why choose this provider?

Bedell Frazier Investment Counselling, LLC, provides personalized investment counseling and financial planning to San Ramon clients. It aims to integrate creative thinking and intellectual curiosity into its financial solutions. Its independent SEC-registered investment advisors invest in individual stocks and bonds to maintain a balance between protecting assets and taking risks. The company has been featured in print and online publications such as Bloomberg, Newsweek, The Wall Street Journal, and Reuters. President and CEO Mike Frazier is a member of the Society of California Pioneers.

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.
4.0
Google
4.0 / 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
2603 Camino Ramon Suite 350, San Ramon, CA 94583
  • Retirement Planning
  • Finance Planning

Why choose this provider?

Insight Wealth Strategies, LLC, is a financial planning firm serving San Ramon. Its professional team helps individuals, couples, and families in planning their wealth and estates, reducing taxes, and preparing for long-term care and retirement. The team also offers investment management services that include recommending investment strategies and appropriate portfolios. Insight Wealth Strategies was established in 2002. It gives back to the community by supporting the Family Giving Tree and Meals on Wheels of Contra Costa.

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 (17)
Google
5.0 / 5 (5)

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
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583
  • Wealth Management
  • Investment Advisor

Why choose this provider?

Summit Financial Group, LLC is a comprehensive planning and wealth management company that serves clients in San Ramon and the surrounding areas. It offers financial advising services to help clients define their goals according to their ambitions. It assists clients with investment management through asset allocation, tax management, diversification, and behavioral coaching. It also covers other areas of wealth management, such as legacy planning, risk management, and financial planning in divorce. Its founding partner, Steven M. Wilcox, speaks throughout the community about different financial topics.

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.
4.4
Google
4.3 / 5 (6)
Yelp
4.5 / 5 (3)

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
4725 First St Suite 275, Pleasanton, CA 94566
  • Tax Planning

Why choose this provider?

Adap Tax Financial is a firm that has been serving San Ramon and surrounding communities since 2004. It assists individuals and families in financial planning which considers children's education, estate planning, business ownership, retirement planning, and real property investing. The process starts with an examination and assessment of the client's financial condition and ends with a live document that can be facilitated as needed. One of the firm's principal advisers, Monica Fey, is a CPA who has an extensive background in tax preparation and planning.

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.
4.5
Yelp
4.5 / 5 (19)
Google
4.3 / 5 (3)

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
721 Purissima Street Suite C, Half Moon Bay, CA 94019
  • Estate Planning
  • Tax Planning
  • Finance Planning
  • Financial Planning

Why choose this provider?

Parsons Wealth Management serves clients in and around the San Ramon area. It offers financial planning, investment management, retirement planning, and tax and estate planning services. Its team of financial advisors creates a customized financial plan based on each client's needs and current circumstances. It also assists clients in cash flow-based planning and risk management planning and provides Social Security analyses. The agency has been featured on Forbes, Barron's Hall of Fame, and InvestmentNews' Icons & Innovators list.

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 (2)

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
55 Oak Ct – Suite 210, Danville, CA 94526
  • Certified Financial Planner (CFP)

Why choose this provider?

Summit Wealth & Retirement Partners is a financial advisory firm that caters to clients in San Ramon. It provides financial planning services such as pre-retirement and post-retirement planning, investment guidance and portfolio management, multi-generational wealth transfers and estate planning, integrated tax strategy, and charitable giving guidance. The firm has been providing financial advice for more than 30 years. It has been helping clients create and execute custom wealth management plans which encompass their whole financial ecosystem.

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.
4.7
Facebook
4.6 / 5 (11)
Google
5.0 / 5 (2)

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

Frequently Asked Questions

  • 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.

  • What pieces of information should you share with your financial advisor in San Ramon?

    There are different types of information that you should share with your financial advisor in San Ramon, California. These include 401(k) and other investment plan statements, any insurance policies you have, mortgage and other debt statements, and pay stubs for you and your spouse. Other pieces of information include your monthly budget and your most recent tax returns.

  • How often should you update your will in San Ramon?

    It is recommended that you review and update your will in San Ramon, California every three to five years. You should also update your will every time you encounter a major life event, such as when you get married, divorced, have children, buy or sell a home, start a business, relocate to a different state, or have significant changes in your income.

  • What is the difference between a qualified and a nonqualified retirement plan in San Ramon?

    The main difference between a qualified and a nonqualified retirement plan in San Ramon, California is that qualified plans offer tax-favored treatment, while nonqualified plans use after-tax dollars to get funded, which means that employers are unable to claim contributions as a tax-deduction. Typically, employers use nonqualified plans with the aim to offer additional retirement benefits to high-earning employees or to provide benefits that are unavailable through qualified plans.

  • How much does it cost to work with a financial advisor in San Ramon?

    The amount it costs to work with a financial advisor in San Ramon, California depends on the fee structure of the advisor. Depending on the needs and the requirements of the clients, some financial advisors in San Ramon charge a flat fee, while others charge based on the amount they manage for their clients, which can range from 0.25 percent to 1 percent per year.

  • What are the advantages of working with a financial advisor in San Ramon?

    The advantages of working with a financial advisor in San Ramon, California include customized investment planning, retirement planning, debt management, and financial education. A financial advisor can help clients by identifying diversified investment products, developing a long-term and personalized financial strategy that is in line with their goals, and offering the knowledge and guidance the clients need to gain control of their future.

  • 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.