Best Financial Advisors in Pittsburg, CA

Thomas Doll is a financial services firm that serves physicians, dentists, and medical professionals in Pittsburg and the surrounding locations. It specializes in various services, including wealth management, retirement plan solutions, income tax planning, and practice accounting. It offers clients personalized payroll and practice creation and transition services. Thomas Doll has more than four decades of industry experience and combines the advantages of tax preparation with internal control and anti-embezzlement processes to improve the business success of its clients.

Veraz Advisors is a financial management firm that caters to clients in Pittsburg and the surrounding areas. The firm navigates clients in various areas of their financial life, which includes advising in managing the client's wealth, growing their business, planning for retirement, and funding a college education. One of its founders, Stephen Stanton, has been in the financial industry since 2003. He is also a certified college funding specialist and has worked with small businesses and start-ups to design financial plans.

Herrmann & Cooke has been serving Pittsburg clients for more than 30 years. It provides a wide range of services, including financial, retirement, and estate planning, as well as investment management. It also offers partnership buy-and-sell agreements, ownership structuring, and succession planning. The firm is led by David P. Herrmann, who is also the chief financial officer for Micro Business Mentors and a former vice-chairman of the National Association of Securities Dealers' District Business Conduct Committee.

DJ Chan is a Merrill financial solutions advisor who helps individuals and families in Pittsburg achieve their goals. He develops investment strategies and portfolios based on their needs and risk attitude. Chan and his team assist clients with tools and solutions so that they can manage their finances, plan for retirement and future health care, and build wealth for their families. Chan is also licensed to do business in Arizona, Nevada, Florida, and Texas.

Yoder Wealth Management is an independent family office serving individuals, entrepreneurs, and retirees in the Pittsburg area. It offers financial planning solutions for clients looking to minimize income and estate taxes and continue growing wealth. The firm assists with equity compensation, wealth transfer, charitable giving, and financial optimization. Yoder Wealth Management was featured on Forbes and Nasdaq. Its co-founder, Michael D. Yoder, is a CFP and CRPS professional with over 20 years of industry experience.

ZRC Wealth Management offers financial advisory services in Pittsburg. The fiduciary firm provides solutions to various aspects of clients' financial lives, including specific goals, timelines, income and liquidity requirements, and risk tolerance. It also assists those who want to consider investing in environmental, social, and corporate governance. Additionally, the company advises current and retired attorneys in protecting their assets. Managing partner Barry N. Mendelson is a Certified Financial Planner and served as president of the Financial Planning Association of the East Bay Chapter.

The Del Monte Group has been working with clients in Pittsburg since 1985. Its financial advisors help individuals manage their wealth so that they can attain current and future goals. They provide advice on claiming social security, setting up estates, and choosing insurance policies. The company also helps create investment portfolios that suit a client's risk tolerance. Co-founder Richard Del Monte is a Certified Financial Planner and the author of "Endless Inheritance: Moving from Feuding to Flourishing in Your Affluent Family."

Robert J. Eldred, CFP, caters to individuals and small business owners in Pittsburg and the surrounding areas. The company helps clients understand how their individual financial decisions impact their overall financial success and then creates integrated strategies that take into account the interconnectedness of their financial activities. It also customizes and manages investment portfolios designed to help clients pursue short- and long-term investment goals. Principal Robert J. Eldred has been a financial advisor since 1991.

The Olin Financial Group provides services to individuals and families in Pittsburg. Its financial advisory services include retirement planning, asset management, 401k distribution strategies, Social Security techniques, and estate investment planning. Its overall financial planning offers the flexibility to adjust through major life events, like getting married or inheriting assets. Founding member Lawrence C. Olin is a Certified Financial Planner and has been recognized by the National Association of Board Certified Advisory Practices as one of the Bay Area’s Premier Wealth Advisors for three consecutive years.

For almost two decades, Aya Wealth has been helping individuals, families, and business owners in Pittsburg and the surrounding areas achieve their financial goals. Its financial advisors assist retired persons or those approaching retirement in the areas of investments, financial planning, and insurance. They deal with various types of financial plans, including college, estate, profit sharing, and 401 (k). From planning to execution to follow-up, they work closely with clients. Aya Wealth is a daughter company of Cetera Financial Group.

Pathwise is a financial planning firm serving individuals and families in Pittsburg. It offers comprehensive advice on risk management, retirement planning, estate planning, income tax planning, and withdrawal strategies. The firm assists with investment management, helping diversify assets and construct disciplined portfolios for private equity, publicly traded investments, and real estate. It also works with small businesses looking to evaluate corporate structure and analyze cash flow. Pathwise's co-founder, Arek Puzia, is a Certified Financial Planner and an active certified public accountant.

Index Gurus, Inc., is an independent advisory firm that helps professionals, individuals, business owners, and families in Pittsburg. It guides clients in investing and asset allocation, risk management, and legacy building. Its analysts take a concierge-style approach to financial planning that involves assessment, tax liability analysis, and cash flow management. The firm was established by Faruk Jaffer, a CFP and ChFC, in 2004. He teaches financial planning at UCSC. Jaffer is a member of the Financial Planning Association and the American Red Cross.

Fullerton Advisors offers financial planning services to individuals and families in the Pittsburg metro. It works with customers to determine their objectives and analyze their current situation. The company helps clients plan and implement a financial strategy that integrates the various aspects of their finances. It also develops an investment strategy based on the customer's income needs, family dynamics, time horizon, and risk tolerance. Nick Fullerton, the founder of Fullerton Advisors, is a CFP and a member of the Financial Planning Association.

Since 1993, Arbor Wealth Management has been guiding individuals, families, and businesses in Pittsburgh and neighboring areas through their financial journey. The firm provides financial planning, investment management, and insurance services. Its financial advisors have access to alternative investments, including managed futures, non-traded REITs, MLPs, and Business Development Companies. Other options for investing include Biblically Responsible Investing and ESG or investing for a cause. Founder Steve Aguiar has been in the financial services industry for 30 years.

Financial Zen is an independent firm serving clients in the Pittsburg area. It provides various financial planning programs to optimize wealth and help with early retirement. It has a foundations program and a mastery program that include coaching calls and proprietary tools for wealth management. Investment management services are also available. Financial Zen has a team of Certified Financial Planner and CRPC professionals with more than 14 years of industry expertise. It is a member of the NAPFA and the XY Planning Network.