Best Financial Advisors in Sunnyvale

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Sunnyvale, CA

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Athena Wealth Management logo
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Athena Wealth Management

800 West El Camino Real, Mountain View, CA 94040
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  • Estate Planning
  • Insurance Products
  • High Net Worth Estate Planning
  • Financial Planning
  • Accredited Investment Fiduciary®

Business Description

Athena Wealth Management is a financial advisory firm that caters to clients in Sunnyvale and the surrounding areas. Its line of services includes financial planning and investment management. In addition, it provides assistance with optimizing various government programs, such as CSRS or FERS benefits, Medicare, and Social Security. Matthew Foertsch, its financial planner, brings more than 10 years of experience in the industry. He holds the Accredited Investment Fiduciary and Chartered Federal Benefits Consultant designations.

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
Honu Wealth Management logo
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Honu Wealth Management

1307 South Mary Avenue, Sunnyvale, CA 94087
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

Honu Wealth Management is an independent firm that offers investment advisory and financial planning services to clients in Sunnyvale. Named after the Hawaiian word for turtle, the firm helps clients make well-informed decisions about their finances and retirement. It also helps small businesses with investment consulting, retirement plan and benefits selection, and providing educational seminars. Garth Williams established the firm in 1994. Williams is a Certified Financial Planner and holds a degree in electrical engineering and an MBA.

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
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
Ken Prodger, CFP,ChFC,ChSNC AIF logo
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Ken Prodger, CFP,ChFC,ChSNC AIF

4633 Old Ironsides Drive, Santa Clara, CA 95054
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  • Certified Financial Planner (CFP)

Business Description

Ken Prodger, CFP, ChFC, ChSNC, AIF, assists residents in Sunnyvale and the surrounding areas with meeting their financial goals. Prodger and his firm help clients create financial plans, manage taxes, review estate plans, assess current insurance policies, and determine potential investment opportunities. The firm extends its services to families and caregivers of children with special needs and assists them with long-term financial planning. Prodger also serves as the board chairman of the non-profit group Parents Helping Parents.

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)
Yelp
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
MK Investment Advisors logo
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MK Investment Advisors

2310 Homestead Road, Los Altos, CA 94024
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

MK Investment Advisors offer wealth management services to individuals in Sunnyvale and its surrounding areas. It provides financial planning services such as consulting, investment and portfolio evaluations, and customized assessments of investment constraints and objectives. Matthew Kather, the chief investment officer at MK Investment Advisors, has been in the financial services industry for more than 25 years. He holds the designation of Chartered Financial Analyst and previously worked as a senior equity research analyst for an investment banking company.

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
Moneywise Financial Advisors logo
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Moneywise Financial Advisors

19925 Stevens Creek Boulevard, Cupertino, CA 95014
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Moneywise Financial Advisors is an independent wealth management and financial planning firm serving individuals and families in Sunnyvale and nearby areas. It partners with a nationwide network of professional associations to provide its clients with financial advice in areas such as tax planning, estate planning, retirement planning, charitable planning, portfolio management, and risk management. Founder Joanna Nowak is a Certified Financial Planner and is a member of numerous non-profit organizations that concentrate on the economic empowerment of women.

PW Johnson Wealth and Legacy, LLC logo
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PW Johnson Wealth and Legacy, LLC

2051 Grant Road, Los Altos, CA 94024
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

PW Johnson Wealth and Legacy, LLC, is an advisor that caters to individuals, families, and communities in Sunnyvale. It provides insurance analysis, retirement planning, college funding, and estate planning services. Its team also attends to investment management, stock option strategies, tax strategies evaluation matters. Its founder, Peter W. Johnson, has accumulated more than 40 years of experience in the financial services industry. PW Johnson Wealth and Legacy, LLC, has been lending its expertise for over 30 years.

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
Rivermark Wealth Management logo
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Rivermark Wealth Management

640 West California Avenue, Sunnyvale, CA 94086
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  • Certified Financial Planner (CFP)

Business Description

Rivermark Wealth Management is a fiduciary financial planning and investment consultation company. Serving Sunnyvale and nearby metros since 2018, it focuses on helping tech professionals in their 30s or 40s create and follow a clear strategy that targets equity compensation management, tax reduction, and financial independence. The process involves organizing financial data, identifying goals, executing action items, and monitoring and adjusting the plan. Rivermark’s financial advisor, Ron Guay, has 20 years of corporate experience and is a member of the Financial Planning Association.

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 (6)
Facebook
5.0 / 5 (3)
SAS Financial Advisors, LLC logo
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SAS Financial Advisors, LLC

50 California Street 50 California Street, San Francisco, CA 94111
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  • Certified Financial Planner (CFP)

Business Description

SAS Financial Advisors, LLC, is a boutique practice that assists clients in Sunnyvale and its surrounding areas. It offers home purchase or mortgage planning, retirement planning, college funding, and social security and Medicare strategy analysis. SAS Financial Advisors also has experience handling investment management, risk management, cash flow analysis, tax implications, and estate planning matters. One of the company's owners, Ira Fateman, has been managing and providing financial solutions for families, individuals, and retirees for over 30 years.

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
Sierra Pacific Financial Advisors, LLC logo
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Sierra Pacific Financial Advisors, LLC

19925 Stevens Creek Boulevard, Cupertino, CA 95014
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Sierra Pacific Financial Advisors, LLC, caters to retirees, professionals, business owners, and high-net-worth international clients in the Sunnyvale area. It offers comprehensive financial planning services, including understanding a client's financial resources and personal circumstances. Its advisors help clients define their life aspirations and goals and create a path to achieve their financial objectives. They also cover corporate retirement planning and personalized investment management. Furthermore, Sierra Pacific Financial Advisors is an SEC Registered Investment Advisory firm.

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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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