Laurels

Best Financial Advisors in Santa Clara
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Santa Clara Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 42 30 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Clarity Wealth Advisors

  • Certified Financial Planner (CFP)

Clarity Wealth Advisors serves clients in Santa Clara and the surrounding areas. It offers financial planning services to help individuals and families develop charitable strategies, insurance analysis, cash flow management, and educational funding. It also helps create detailed action plans to guide clients in managing their income taxes, investments, retirement funds, and estate. Its managing partner, Parvin Manuchehri, has been in the financial industry for more than 20 years and is a member of the Investment Committee for the Women’s Building.

2160 The Alameda
San Jose, CA 95126

Website

Empowerment Financial Guidance

  • Retirement Planning

Empowerment Financial Guidance is a team of financial planners providing services to working and retired professionals in the Santa Clara metro. The company's goal-based approach helps its clients create financial plans and goals, understand proper investment management and philosophies, and execute sustainable and responsible investing. Margaret Stephan, one of the company's financial advisors, began her financial planning career in 1992, serving in the United States Navy as a command financial specialist, and she has been a member of the Financial Planning Association since 2000.

4030 Moorpark Avenue
San Jose, CA 95117

Website

SAS Financial Advisors, LLC

  • Retirement Planning
  • Certified Financial Planner (CFP)

SAS Financial Advisors, LLC, is an investment advisory firm that works with clients from Santa Clara and neighboring communities. Its advisors provide investment management, retirement planning, education planning, debt management, and tax implications. Its services also include analysis for cash flow, stock options, risk management, employee benefits, Social Security strategies, and Medicare strategies. One of its senior associates, Ira Fateman, has over 30 years of experience in the financial services industry. He volunteers for the Hebrew Free Loan Association, teaching classes on personal finances.

50 California Street
San Francisco, CA 94111

Website

Special Needs Planning Group

  • Certified Financial Planner (CFP)

Special Needs Planning Group advocates for families of children with special needs by providing comprehensive financial guidance. Situated in Santa Clara, it offers services such as risk management, tax planning, formulating investment strategies, and financial analysis. It also helps clients in life care planning, government benefits application and maintenance, and special needs trust. Ken Prodger, leader of the firm, is a Certified Financial Planner and a Chartered Special Needs Consultant. Prodger served as the president of Parents Helping Parents.

4633 Old Ironsides Drive
Santa Clara, CA 95054

Website

The Alameda Financial Group

  • Certified Financial Planner (CFP)

The Alameda Financial Group helps Santa Clara clients achieve financial independence. It provides a wide array of services, including financial planning, retirement income planning, estate planning, and business succession strategies. The firm also assists clients in simplifying their finances, reducing their taxes, managing their health, and protecting their assets. David Koehler, its senior financial planner, started his CPA tax practice over 25 years ago and transitioned into opening The Alameda Financial Group as a financial planning practice.

1541 The Alameda
San Jose, CA 95126

Website

Wrong city? Here are some nearby places: