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2024

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Best Financial Advisors in Redwood City, CA

Our Recommended Top 11

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Redwood 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.

30Reviewed

22Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Redwood 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
  • Financial Planning
  • Investment Management
  • Retirement Planning

Redwood City, CA

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Redwood 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.

203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

203 Redwood Shores Pkwy., Ste 460, Redwood City, CA 94065

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Business Formation
  • Tax Planning

200 Homer Avenue, Palo Alto, CA 94301

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Financial Planning

1355A San Carlos Ave., San Carlos, CA 94070

Expertise.com Rating

Review Sources

Google
5.0 (11)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

1150 White Oak Way, San Carlos, CA 94070

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Wealth Management
  • Tax Planning

530 Lytton Ave FL 2, Palo Alto, CA 94301

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

483 Seaport Court, Suite 101, Redwood City, CA 94063

Expertise.com Rating

Review Sources

Google
4.0 (2)

Why choose this provider?

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.

  • Business Formation

50 California Street Suite 850, San Francisco, CA 94111

Expertise.com Rating

Review Sources

Facebook
5.0 (14)
Google
4.0 (1)

Why choose this provider?

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.

  • Private Wealth Advisor

530 Lytton Avenue Floor 2 Suite 224, Palo Alto, CA 94301

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Redwood City, CAFree Consultation
Bingham, Osborn & Scarborough
203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065
Nerd Nation Financial
203 Redwood Shores Pkwy., Ste 460, Redwood City, CA 94065
Cornerstone Capital
200 Homer Avenue, Palo Alto, CA 94301
MA Private Wealth
1355A San Carlos Ave., San Carlos, CA 94070
Red Tower Advisors
1150 White Oak Way, San Carlos, CA 94070
Alison Wealth Management
530 Lytton Ave FL 2, Palo Alto, CA 94301
G. T. Kelly & Company
483 Seaport Court, Suite 101, Redwood City, CA 94063
NEPC
50 California Street Suite 850, San Francisco, CA 94111
Maya Advisors
530 Lytton Avenue Floor 2 Suite 224, Palo Alto, CA 94301

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.

  • Should the holder of a stock in Redwood City hold on to shares in anticipation of dividends or sell?

    A holder of stocks in Redwood City should hold or sell shares of stock depending on how profitable it would be and whether the company even releases dividends. Some corporations reinvest every cent earned back into growing the company, effectively never releasing anything to investors who are expected to make money by selling their certificates. Sometimes, the dividends are also worth less than the stock, making a sale more worthwhile.

  • What is the advantage of going with mutual funds in Redwood City instead of directly investing in stocks?

    In Redwood City, investing in mutual funds involves less micromanagement since the investor's portfolio is watched over by an experienced manager. Diversification is easier to achieve, as the customized plan could encompass a wide variety of fields and areas. This reduces the odds of a single economic downturn wiping out all of one's money.

  • When preparing for retirement, why do financial advisors in Redwood City stress placing money in accounts like 401(k) products?

    In Redwood City, retirement accounts like 401(k) products and individual retirement accounts (IRAs) receive various kinds of favorable tax treatment. The contributions to these pools may be removed from a person's gross taxable income on the year they are made, while the growth is tax-deferred until the cash is withdrawn.

  • What is the good thing about suffering an investment loss in Redwood City?

    In Redwood City, investment losses can be used to offset capital gains and reduce taxes owed. For example, if you sell an investment for $5,000 that was originally worth $10,000, you can declare that loss on your taxes. This will reduce your taxable income by $5,000, even if you have other investments that have increased in value. This means that you might not have to pay capital gains taxes on your investment gains.

  • What are the advantages and disadvantages in Redwood City of paying a student loan on a biweekly instead of a monthly basis?

    Paying a student loan on a biweekly instead of a monthly basis in Redwood City increases the number of payments per year and reduces the time when a loan is in force. For a decade-long plan, this amounts to a full year saved. The downside is that the debtor has to make more frequent payments, which could get tricky when income is lean.

  • 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.