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Best Financial Advisors in Sunnyvale

2023

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

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

848-BookPro
Sunnyvale, CA

Why choose this provider?

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!

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

Why choose this provider?

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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.

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

Why choose this provider?

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

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

Why choose this provider?

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 (2)

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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
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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.

  • How much can a Sunnyvale financial advisor help you save?

    Financial advisors in Sunnyvale can assist you in saving an additional $2,000 per year. They can help you increase your savings through financial planning and diversification of your portfolio. Based on your current financial situation, they can also help you develop strategies for paying off debt, investing, and creating an emergency fund.

  • How do financial advisors get paid in Sunnyvale?

    Financial advisors in Sunnyvale are compensated for their services through commissions or flat fees. They can also be compensated by the hour or a percentage of the assets under management. In addition, they may be paid a combination of commissions, flat fees, and a percentage of assets under management. The average annual base wage for financial advisors is $65,340.

  • What is the role of financial advisors in Sunnyvale?

    Financial advisors in Sunnyvale can assist you in developing a financial strategy based on your financial situation. They can offer advice regarding investments, insurance, college savings accounts, retirement, and estate planning. They are capable of preparing and interpreting investment performance reports and income forecasts for clients. Additionally, they can help you make informed financial decisions.

  • How do financial advisors get clients in Sunnyvale?

    Financial advisors in Sunnyvale can acquire clients by expanding their network and cultivating relationships with a variety of individuals. They can participate in community service activities to find potential clients. In addition, they can use cold calling and other conventional sales techniques to close potential customers. As part of their lead generation strategy, financial advisors can use social media channels such as LinkedIn, Facebook, YouTube, and TikTok.

  • Can financial advisors in Sunnyvale help you choose stocks?

    Financial advisors in Sunnyvale can help you choose stocks. They can provide stock advice based on longevity, financial risk, company size, and geography. In addition, they can evaluate the quality of stock by considering various factors, such as the strength of the balance sheet and the track record of the management team. They can also manage the assets and investment portfolios of clients.

  • 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.

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