Best Financial Advisors in Union City, CA

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.

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.

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.

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.

Abundance Wealth Planning LLC assists professionals and small business owners in Union City with their financial planning matters. The company provides business coaching and family wealth planning to help individuals and families organize, grow, and protect their assets. The founder, Joseph Kuo, is a CPA and financial planner who handles cash flow management, employee benefits optimization, investment management, tax planning, and retirement planning. He is also a member of the National Association of Personal Financial Planners.

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.