Best Financial Advisors in Redwood City, CA

Bingham, Osborn & Scarborough is a full-service financial advisory company serving clients in Redwood City and the surrounding metros. The firm applies a personalized and transparent approach to help individuals and businesses in managing their finances. Its financial advisors specialize in personal wealth management, financial planning, institutional investment management, and trust and estate planning. Kevin Dorwin, the company's current CEO, was named one of the top 1,200 financial advisors in the U.S. by the financial magazine Barron's in 2014.

Nerd Nation Financial serves clients in Redwood City and the surrounding areas. It helps professionals and families reach their financial goals. Its financial advisors develop financial plans that integrate the different facets of the financial situations of clients, including saving and investing. They also specialize in assisting technology industry employees in optimizing their benefits and creating strategies for their stock options, 401(k) plans, and investment accounts. The owner, Chris Andrews, began his business with Northwestern Mutual in 2007.

Cornerstone Capital is a team of portfolio managers that serves Redwood City. This independently owned firm caters to individuals, family groups, and charity foundations, many of which have been with the company for more than 20 years. Its portfolio managers, each having more than 25 years of experience, create customized portfolios, conduct ongoing reviews, monitor investments, and offer consulting services focused on equity and fixed income management. The firm keeps its client list small to provide personalized service.

MA Private Wealth is a finance management firm that caters to Redwood City-based clients. Its financial planning services cover education, retirement, and legacy planning. It also offers investment portfolio assistance, from asset allocation to manager selection. Other services include handling equity options, restricted stock units (RSUs), and deferred compensation plans for tech professionals. Established in 1991, its private wealth advisors and staff have more than 100 years of combined experience in the wealth management industry.

Red Tower Advisors is a full-service financial firm that has been serving Redwood City since 1998. It provides a wide range of products and services encompassing financial planning, wealth management, and insurance. These include charitable plans, real estate purchase analysis, government securities, exchange funds, and disability income insurance. The firm's owner, Brian Wong, is a Certified Financial Planner who conducts two-way discussions with clients regarding comprehensive financial planning. He offers his services to different kinds of individuals, like investors and tech professionals, in English and Cantonese.

Serving the community of Redwood City, Alison Wealth Management is a company that provides financial planning services for individuals and families. It employs a four-step process to help clients achieve their financial goals. These include discovering their goals and objectives, organizing and developing plans based on the clients' financial risks and status, optimizing cash flow, and managing plans actively. Founder Dave Alison is a financial advisor with specializations in taxation, retirement income distribution planning, and equity compensation.

G.T. Kelly & Company provides financial advisory services in Redwood City and the surrounding areas. It specializes in tax and financial planning services to help individuals prepare for their tax returns. It also assists clients in budgeting their incomes to improve their financial management for education funding, investments, and living expenses. Bringing over 35 years of experience in the financial industry, this company is also available to develop estate and trust plans involving life insurance and revocable living trusts.

Founded in 1986, NEPC is an employee-owned independent investment advisory firm serving private wealth clients and institutions in Redwood City. It helps ultra-high-net-worth individuals, families, and family offices preserve, manage and grow their wealth through bespoke research-driven investment solutions. NEPC has over $10 billion in private wealth assets under advisement. The firm's private wealth team works to create comprehensive wealth strategies crafted with performance, resilience, and endurance in mind. Principal Daniel S. Gimbel is a Certified Investment Management Analyst.

Maya Advisors helps clients in Redwood City plan for their financial needs. It provides financial planning services to help individuals manage their retirement plans, employee benefits, concentrated portfolio positions, income and expenses, and investments. It also offers portfolio management services that guide clients in asset allocation and capital loss harvesting. This company focuses on serving women going through the death of a spouse or divorce. Its president and founder, Lavina Nagar, served as a treasurer of the Silicon Valley chapter of the Financial Planning Association.