Best Financial Advisors in Sunnyvale

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.

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.

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.

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, 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.

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.

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.

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.