Best Financial Advisors in Union City

2022

We scored 24 Financial Advisors in Union City, CA and Picked the Top 7

Here are the Picks:

Why These Financial Advisors?

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

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.

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

Certified Financial Planner (CFP)

Serving the Union City metro, BlueSky Wealth Advisors provides a range of financial solutions. The firm helps with equity compensation, real estate, tax planning, and small business planning. It also offers wealth management processes such as financial tracking, evaluation, preservation, and implementation. As a full-service advisory firm, it additionally provides continuing financial counseling. Company CEO David L. Blain is a Chartered Financial Analyst associated with the National Association of Personal Financial Advisors.

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1811 Santa Rita Rd # 214
Pleasanton, CA 94566

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(925) 846-3768 Website

Insurance Products
Retirement Planning
Certified Financial Planner (CFP)

Carlisle Financial Group is a firm that caters to the needs of clients in Union City and its surrounding communities. Its team of professionals provides financial guidance and support in creating customized strategies. The company also offers a wide range of products, such as retirement savings accounts, traditional and Roth IRAs, mutual funds, and investments. In addition, it handles life, health, and disability income insurance. Its wealth advisor, Raymond Carlisle, is a Certified Financial Planner.

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7011 Koll Center Parkway, #190
Pleasanton, CA 94566

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(925) 400-4006 Website

Certified Financial Planner (CFP)

Mirador Capital Partners is a fiduciary wealth management firm. For over 30 years, it has been providing financial services to business owners, executives, high-net-worth individuals, and institutions in Union City and the surrounding areas. It assists clients with tax-efficient strategies, risk-based investments, business continuity planning, philanthropic guidance, and next-generation education. Don Garman, the founder and chief investment officer of the firm, is a Certified Financial Planner and the co-founder of Tri-Valley Ventures. He supports various community organizations, including The First Tee of the Tri-Valley.

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6700 Koll Center Parkway, Ste 230
Pleasanton, CA 94566

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(925) 621-1000 Website

Financial Planning

Pettinelli Financial Partners is an independent firm serving the Union City metro. It provides personalized planning solutions to help individuals and families secure financial protection. The company offers a full range of investment and financial services, including business succession, retirement income, education savings, and estate planning and conversion. Its financial advisors also process life, long-term care, and disability insurance. In addition, they serve business owners who need 401(k) planning assistance. Pettinelli Financial Partners has been in the industry since 2010.

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555 Veterans Boulevard Suite 100
Redwood City, CA 94063

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(650) 595-4600 Website

Reputation:A

More Info

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Certified Financial Planner (CFP)

Summitry is an independent company that caters to the financial needs of residents in Union City and its surrounding communities. It offers personalized financial planning services, including fiduciary guidance, cash flow projections, budgeting, equity concentrations, and funding strategies. The business’s team of professionals also handles retirement planning, tax strategies, estate and trust planning, asset management, and customized investment strategies. One of its senior financial advisors, Mandy Pham, is a Chartered Financial Analyst, Certified Financial Planner, and Enrolled Agent.

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919 E Hillsdale Blvd Suite 150
Foster City, CA 94404

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(650) 212-2240 Website

Financial Planning

Vested Financial Planning serves families and individuals in the Union City metro and nearby areas. It offers investment management solutions, which include monitoring and optimizing clients' investments to help them achieve financial security. The company creates customized strategies suited to investors' risk tolerance and time horizon. It also provides financial planning services. The firm's financial specialist, Tom Lo, has been in the industry for nine years. He is a member of the NAPFA and the FPA.

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San Carlos, CA 94070

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(650) 315-7372 Website