Expertise.com

Best Financial Advisors in Sunnyvale

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Sunnyvale, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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
Google
3.2 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Sunnyvale, CA

Business Description

Need help contacting a Financial Advisor in Sunnyvale? 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!

Athena Wealth Management logo
Visit WebsiteWebsite

Athena Wealth Management

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

Business Description

Athena Wealth Management, LLC, is a registered investment advisor serving clients in Sunnyvale and nearby areas. The firm helps clients with income, tax, and estate planning, as well as cash distribution strategies and complex workplace benefits. It employs technology to integrate clients' estates, plans, and tools into an easy-to-use real-time website and phone application. Its financial planner, Matthew Foertsch, has over ten 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
Visit WebsiteWebsite

Honu Wealth Management

Visit WebsiteWebsite
1307 South Mary Avenue, Sunnyvale, CA 94087
  • 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

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
Visit WebsiteWebsite

Ken Prodger, CFP,ChFC,ChSNC AIF

Visit WebsiteWebsite
4633 Old Ironsides Drive, Santa Clara, CA 95054
  • 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
Moneywise Financial Advisors logo
Visit WebsiteWebsite

Moneywise Financial Advisors

Visit WebsiteWebsite
19925 Stevens Creek Boulevard, Cupertino, CA 95014
  • 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
Visit WebsiteWebsite

PW Johnson Wealth and Legacy, LLC

Visit WebsiteWebsite
2051 Grant Road, Los Altos, CA 94024
  • 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.

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 (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
Rivermark Wealth Management logo
Visit WebsiteWebsite

Rivermark Wealth Management

Visit WebsiteWebsite
640 West California Avenue, Sunnyvale, CA 94086
  • 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
Visit WebsiteWebsite

SAS Financial Advisors, LLC

Visit WebsiteWebsite
50 California Street 50 California Street, San Francisco, CA 94111
  • 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

Sierra Pacific Financial Advisors, LLC

19925 Stevens Creek Boulevard, Cupertino, CA 95014
  • 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