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2024

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Best Financial Advisors in Daly City, CA

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Daly 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.

36Reviewed

26Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Daly City, CA
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Daly City, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Daly City? 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.

39355 California Street Suite 201A, Fremont, CA 94538

Expertise.com Rating

Why choose this provider?

Since 1999, Morling Financial Advisors has been providing individuals, families, and businesses in Daly City with assistance in financial planning. Its team evaluates its clients' cash flow, investment portfolio, and insurance and equity compensation plans to find ways on how to help them achieve their financial goals. They also coordinate with their lawyer in reviewing their estate plans. In addition, they help them decide which and how much risk to take, as well as which management style or investment vehicle they should pursue.

555 Veterans Boulevard Suite 100, Redwood City, CA 94063

Expertise.com Rating

Why choose this provider?

Pettinelli Financial Partners is a Redwood City-based multi-generational planning firm that serves clients throughout the Daly City area. It provides a complete range of financial and investment services, including retirement income planning, estate planning, creation, and conservation, education savings planning, and long-term care planning. It also offers long-term care, life, and disability insurance strategies. Founded in 2012, the company employs a service team model, where clients receive advice from numerous professionals rather than one financial advisor for a holistic financial planning process.

  • Certified Financial Planner (CFP)
  • Financial Planning

San Francisco Bay Area, CA

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Tan Wealth Management provides comprehensive financial planning services to individuals and families in Daly City. Tan Phan, the firm's founder and advisor, advises clients on managing debts, planning for education, and planning for group benefits. His firm also assists its customers in maintaining their assets and managing risk through insurance products. Phan has received a double Bachelor's degree in Corporate Finance and Financial Services, and a Master of Science in Financial Planning. He is also a Certified Financial Planner.

  • Retirement Planning
  • Financial Planning

405 Oak Park Drive, San Francisco, CA 94131

Why choose this provider?

Argonaut Financial Planning and Investment Management is a firm serving individuals, families, and businesses in Daly City. It provides assistance in different aspects of retirement planning, debt management, employee benefits choices, tax optimization, estate planning, and cash flow analysis/budgeting. The firm also offers workshops for companies and community groups about different aspects of financial planning. Its financial advisor, David D. Leitao, utilizes his extensive experience as a teacher in higher education in educating and advising clients on how they can reach their financial goals.

  • Financial Planning

Daly City, CA

Why choose this provider?

DRS Financial Partners is a fiduciary investment advisory firm that serves individuals and businesses in Daly City and neighboring areas. With a special focus on serving technology startup employees, executives, and business owners, the firm assists in matters like financial planning, investment management, and equity divestment plans. It also coordinates with external tax, legal, and insurance professionals and conducts continuous monitoring and adjustments to avoid fallbacks. Founder Stanley K. Himeno-Okamoto holds Certified Financial Planner and Chartered Financial Analyst designations.

  • Business Formation

318 Westlake Center, Suite 203, Daly City, CA 94015

Expertise.com Rating

Why choose this provider?

Poplar Global Wealth Management is a company serving the Daly City area. It provides financial planning that includes client consultation, goal discovery, assessment and analysis of current financial circumstances, and asset and risk management. The firm employs customized Discretionary Managed Investment Portfolios based on risk preferences, time horizons, and return objectives. Employee equity and retirement planning are among the services it provides. Company founder Darrell Young launched the firm in 2012. He is a certified public accountant and a Certified Financial Planner.

3701 Sacramento Street #392, San Francisco, CA 94118

Why choose this provider?

Benningfield Financial Advisors, LLC, is a wealth advisory firm that has been serving Daly City since 2003. It aims to help individuals and families attain their financial goals by creating inspirational visions and practical strategies. The firm offers financial planning, estate planning, risk management, and investment management services. Milo M. Benningfield, the firm's founder, is a Certified Financial Planner and a civil lawyer. He is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.

  • Financial Planning

Daly City, CA

Expertise.com Rating

Review Sources

Google
5.0 (5)
Yelp
5.0 (2)

Why choose this provider?

Skylark Wealth provides a wide range of services to families and individuals in the Daly City metro. It deals with cash flow and debt management, investment analysis, and employee benefits optimization. The company also offers retirement, estate, business, and tax planning solutions. In addition, its financial advisors help clients obtain life, disability, and long-term care insurance. Founder Michal Skowronski is a CFP. Before establishing his firm, he worked as an investment advisor for 10 years.

  • Estate Planning

50 California Street, Suite 1500, San Francisco, CA 94111

Why choose this provider?

SAS Financial Advisors, LLC, is a boutique firm that serves clients throughout Daly City. The company operates in a fiduciary capacity and offers a broad range of financial planning and investment management services, including cash flow analysis, retirement planning, analysis of risk management, social security and Medicare strategy analysis, and estate planning. Ira Fateman, one of the agency's senior associates, has earned the CFP designation and currently teaches at the Financial Planning Certificate Program at San Francisco State College of Extended Learning.

  • Estate Planning
  • Retirement Planning
  • Financial Planning

535 Mission Street, 14th Floor, San Francisco, CA 94105

Expertise.com Rating

Review Sources

Google
4.7 (13)

Why choose this provider?

Citrine Capital is a wealth management firm that aims to help business owners, entrepreneurs, and tech professionals safeguard their wealth. Serving Daly City and the nearby areas, the firm's financial planners assist clients in reaching their financial objectives through services such as comprehensive goal setting, investment management, tax planning and preparation, and retirement planning. Managing Director Ryan S. Cole is a Certified Financial Planner who focuses on equity compensation and taxation, blockchain and digital assets, and financial independence.

  • Financial Planning
  • Tax Planning
  • Tax Preparation

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Daly City, CAFree Consultation
Morling Financial Advisors
39355 California Street Suite 201A, Fremont, CA 94538
Pettinelli Financial Partners
555 Veterans Boulevard Suite 100, Redwood City, CA 94063
Tan Wealth Management
San Francisco Bay Area, CA
Argonaut Financial Planning & Investment Management
405 Oak Park Drive, San Francisco, CA 94131
DRS Financial Partners
Daly City, CA
Poplar Global Wealth Management
318 Westlake Center, Suite 203, Daly City, CA 94015
Benningfield Financial Advisors, LLC
3701 Sacramento Street #392, San Francisco, CA 94118
Skylark Wealth
Daly City, CA
SAS Financial Advisors, LLC
50 California Street, Suite 1500, San Francisco, CA 94111
Citrine Capital
535 Mission Street, 14th Floor, San Francisco, CA 94105

FAQs

  • 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 do you need to save for your retirement in Daly City?

    To retire comfortably in California, it is recommended to save at least $65,000. Consider factors such as current expenses, retirement lifestyle, inflation, healthcare costs, and expected income from sources like Social Security to accurately estimate retirement savings in Daly City. Consulting a financial advisor can provide personalized guidance. Tailor your plan to individual needs and goals, accounting for potential changes in expenses and ensuring sufficient savings for a comfortable retirement.

  • What are the available industries for investment opportunities in Daly City?

    In Daly City, California, there are various industries to consider for investments, including healthcare, retail, and real estate. The city's diverse economy presents opportunities for potential investors. Companies like Seton Medical Center are prominent in the healthcare sector. The thriving retail market boasts high taxable retail sales. Real estate investing is also promising, with a stable and growing market. Conducting thorough research and analysis is essential before making investment decisions in these industries.

  • Are there any local economic reports or publications that financial advisors in Daly City can rely on?

    Daly City publishes an annual budget that includes information about the local economy and economic development plans. Financial advisors can review this document to gain insights into the city's economic outlook. Additionally, financial advisors can use a variety of resources, such as local news sources, online resources, and professional organizations, to stay informed about local economic trends and provide their clients with the best possible financial or investment advice.

  • What are the potential tax savings opportunities available in Daly City?

    In Daly City, California, there are various tax savings opportunities available. Property tax rates are around 1.32%, and the county offers exemptions and relief programs, including the Homeowners' Exemption and Disabled Veterans' Exemption. Additionally, residents aged 62 or older who live in their homes may qualify for a utility users tax exemption. These options can provide potential tax relief to eligible individuals in Daly City.

  • How can you verify the credentials of a financial advisor in Daly City?

    To verify the credentials of a financial advisor in Daly City, use resources like the DFPI's "Investment Adviser Search," the SEC's Investment Adviser Public Disclosure website, and the Certified Financial Planner Board of Standards' "Verify a CFP Professional" search feature. These tools provide information on registration status, disciplinary actions, and certification details. Ensuring that the advisor is registered and has a clean record can help you make an informed decision when seeking financial guidance.

  • 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.