Best Financial Advisors in Palo Alto, CA

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List of Firms

Palo Alto, CA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 125 California Ave, Palo Alto, CA 94306, USA
Phone (650) 833-0800
Directions
SEC File# 801-71300
CRD# 29357
5 out of 5
Location 531 Cowper St, Palo Alto, CA 94301, USA
Phone (650) 339-9514
Directions
SEC File# 801-13945
CRD# 105396
5 out of 5
Location 200 Homer Ave, Palo Alto, CA 94301, USA
Phone (650) 566-9650
Directions
SEC File# 801-10970
CRD# 6413
3 out of 5
Location 228 Hamilton Ave, Palo Alto, CA 94301, USA
Phone (650) 322-7702
Directions
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Merrill Lynch Wealth Management Advisor Julie Y Shieh
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7889
Directions
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Merrill Lynch Wealth Management Advisor Charles Mok
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7945
Directions
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Alexis and Palmer Financial Advisors LLC
Location Matadero Ave, Palo Alto, CA 94306, USA
Phone (650) 384-0930
Directions
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Oak Peak Financial
Location 425 Sherman Ave Suite 330, Palo Alto, CA 94306, USA
Phone (650) 434-6600
Directions
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Edward Jones - Financial Advisor: Barbara H Ostby
SEC File# 801-3297
CRD# 250
Location 165 University Ave, Palo Alto, CA 94301, USA
Phone (650) 324-3363
Directions
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Addison Avenue Investment Services
Location 3000 El Camino Real Ste 100, Palo Alto, CA 94306, USA
Phone (650) 845-4991
Directions
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Edward Jones - Financial Advisor: Jane E Khalaf, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 430 Sherman Ave Suite 112, Palo Alto, CA 94306, USA
Phone (650) 325-2096
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Infinium Investment Advisors
Location 530 Lytton Ave, Palo Alto, CA 94301, USA
Phone (650) 353-2315
Directions
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Merrill Lynch Wealth Management Advisor Michael Rinaldi
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7864
Directions
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Merrill Lynch Wealth Management Advisor Jolon E. C. Staubli
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7871
Directions
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Merrill Lynch Private Wealth Advisor Alina Lloyd
Location 3075 Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-2075
Directions
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Merrill Lynch Wealth Management Advisor Steven J Hansen
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7869
Directions
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Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 522 Ramona St, Palo Alto, CA 94301, USA
Phone (650) 473-6560
Directions
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Rugh Financial LLC
Location 2225 E Bayshore Rd #200, East Palo Alto, CA 94303, USA
Phone (650) 642-6624
Directions
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Wells Fargo Advisors
Location 1950 University Ave Suite 300, Palo Alto, CA 94303, USA
Phone (650) 328-0110
Directions
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TIAA Financial Services
3 out of 5
Location 535 Cowper St Suite 200, Palo Alto, CA 94301, USA
Phone (866) 842-2906
Directions
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Merrill Lynch Private Wealth Advisor Anthony T Custodio
Location 3075 Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-2066
Directions
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Merrill Lynch Wealth Management Advisor Dylan f Crist
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7949
Directions
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Opes Advisors Inc
Location 2471 E Bayshore Rd, Palo Alto, CA 94303, USA
Phone (650) 433-3100
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Appreciate Finance
SEC File# 801-116907
CRD# 300100
Location 530 Lytton Ave 2nd Floor, Palo Alto, CA 94301, USA
Phone (650) 687-7089
Directions
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Mayfield Advisors Inc
SEC File# 801-124782
CRD# 144072
Location 550 California Ave # 100, Palo Alto, CA 94306, USA
Phone (650) 856-6600
Directions
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Merrill Lynch Wealth Management Advisor Joseph M Samuels
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7909
Directions
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Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250
Location 165 University Ave, Palo Alto, CA 94301, USA
Phone (650) 324-3363
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Erik Cormier - Financial Advisor, Ameriprise Financial Services, LLC
Location 522 Ramona St, Palo Alto, CA 94301, USA
Phone (860) 284-9882
Directions
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Castellan Financial Advisors
Location 2225 E Bayshore Rd #200, Palo Alto, CA 94303, USA
Phone (650) 353-8569
Directions
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John Lee - Private Client Advisor
Location 531 Cowper St, Palo Alto, CA 94301, USA
Phone (650) 223-3345
Directions
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Derrick Hobbs - TIAA Wealth Management Advisor
Location 535 Cowper St #200, Palo Alto, CA 94301, USA
Phone (866) 842-2906
Directions
Financial Advisors in Palo Alto, CA

Where Certified Financial Advisors in Palo Alto, CA Serve

Palo Alto, CA is a vibrant city located in the heart of Silicon Valley. It is known for its beautiful tree-lined streets, world-renowned universities and research institutions, and high-tech companies that call it home. The city is home to several landmarks, including the Stanford University campus, the Cantor Arts Center, and the Hoover Tower. Top employers in the area include tech giants like Hewlett Packard Enterprise, VMware, and Tesla, as well as Stanford University and the Palo Alto Unified School District. Major highways that run through Palo Alto include US Route 101 and Interstate 280, providing easy access to San Francisco and San Jose. The city is divided into several neighborhoods, each with its own unique character and charm. The Downtown area is home to a bustling shopping and dining scene, while the College Terrace neighborhood is known for its beautiful homes and proximity to Stanford University. Other neighborhoods include Old Palo Alto, Barron Park, and Green Acres.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Palo Alto, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, such as those operated by Wells Fargo, Bank of America, and Chase. In addition to in-person banking, many residents also take advantage of online and mobile banking options, which allow them to manage their accounts from anywhere. What's unique about Palo Alto, though, is the high concentration of tech companies and entrepreneurs in the area. As a result, many banks in Palo Alto offer specialized services tailored to the needs of startups and small businesses, such as business loans, merchant services, and cash management solutions.

Insurance Broker

Residents of Palo Alto, CA can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help residents navigate the complex healthcare system in the area and find the right health insurance plan that fits their needs and budget. Additionally, with the high cost of living in Palo Alto, an insurance broker can help residents find affordable home and auto insurance policies that provide adequate coverage. Moreover, given that Palo Alto is a hub for tech companies, an insurance broker can assist residents who work in the tech industry with finding disability insurance and other specialized insurance policies that are tailored to their unique needs. Overall, an insurance broker can be a valuable resource for Palo Alto residents who want to ensure that they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Palo Alto, CA would greatly benefit from the services of a retirement planner. With the high cost of living in this area, it can be difficult to save for retirement while also meeting current financial obligations. A retirement planner can help residents create a personalized plan to save for retirement while still being able to enjoy their current lifestyle. Additionally, with the abundance of technology companies in Palo Alto, many residents may have unique stock options or other investments that require specialized knowledge to manage. A retirement planner can provide guidance on how to make the most of these investments and ensure they are properly diversified for long-term growth. Overall, a retirement planner can help residents of Palo Alto, CA navigate the complex financial landscape of this area and achieve their retirement goals.

Wealth Management

Residents of Palo Alto, CA would greatly benefit from the services of a wealth manager. With the city's high cost of living and the abundance of tech companies in the area, many residents may have complex financial situations that require professional guidance. A wealth manager can help individuals and families with investment strategies, retirement planning, tax planning, and estate planning. Additionally, with the competitive job market in Palo Alto, a wealth manager can assist with negotiating compensation packages and maximizing employee benefits. Overall, a wealth manager can provide valuable support to residents of Palo Alto in navigating their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Palo Alto, CA could greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in Palo Alto, many residents struggle to afford a home without financial assistance. A mortgage loan officer can help by guiding residents through the process of obtaining a mortgage loan, explaining the different types of loans available, and helping them find the best interest rates. Additionally, with the abundance of tech companies in the area, many residents may have unique financial situations, such as stock options or bonuses, that a mortgage loan officer can help navigate. By working with a mortgage loan officer, residents of Palo Alto can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Palo Alto, CA can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on the local tax laws and regulations specific to Palo Alto. With the city being home to many high-income earners and tech companies, tax planning and preparation can become complex. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can provide insight into how these changes may impact Palo Alto residents and help them make informed decisions about their finances.

Estate Planning Lawyer

Residents of Palo Alto, CA can benefit greatly from the services of an estate planning lawyer. With the high cost of living in Palo Alto, it is important for residents to ensure that their assets are properly protected and distributed according to their wishes. An estate planning lawyer can assist with creating a will, establishing trusts, and minimizing estate taxes. Additionally, Palo Alto is home to many tech industry professionals who may have unique assets such as stock options or intellectual property. An estate planning lawyer can help these individuals navigate the complexities of these assets and ensure they are properly accounted for in their estate plan. Overall, an estate planning lawyer can provide peace of mind to Palo Alto residents knowing that their assets and legacy are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Palo Alto, CA