List of Firms
Santa Clara County, CA Fiduciary Financial Advisors
Edward Jones - Financial Advisor: Paul A Dines, CFP®
Ken Prodger CFP®,ChFC®,ChSNC®, AIF®
Empowerment Financial Guidance, LLC
Pacific Wealth Advisors, LLC
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC
Essence Wealth & Insurance Services
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™
Hynek Financial Adviser's
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC
Edelman Financial Engines (Corporate Office)
Craig Curtis Uffelman - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Michelle Yeh
Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLC
Erica B Adolfsson - Associate Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Santa Clara County, CA Serve
Santa Clara County, located in the heart of Silicon Valley, is a bustling and diverse region with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a dynamic and exciting place to live and work. From the iconic Winchester Mystery House to the sprawling Levi's Stadium, Santa Clara County boasts a variety of landmarks that draw visitors from all over the world. The county is also home to some of the biggest names in tech, including Apple, Google, and Facebook, making it a hub for innovation and entrepreneurship. With major highways like the 101 and 280 running through the county, getting around is a breeze. And with streets like El Camino Real and Stevens Creek Boulevard, there's no shortage of shopping, dining, and entertainment options. Neighborhoods like downtown San Jose, Willow Glen, and Santana Row offer a unique blend of urban living and suburban charm, while communities like Cupertino and Los Gatos offer a more laid-back, small-town feel.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Santa Clara County, CA
A financial advisor in Santa Clara County, CA can provide a range of financial advising services to help clients achieve their financial goals. With its thriving tech industry and high cost of living, Santa Clara County presents unique financial challenges that require specialized expertise. A financial advisor can provide guidance on investment strategies that take into account the volatility of the tech sector and the potential impact of the region's high housing costs on a client's overall financial plan. Additionally, a financial advisor can help clients navigate the complex tax landscape in California, including the state's high income tax rates and the potential impact of Proposition 19 on property taxes. With their deep knowledge of the financial landscape in Santa Clara County, a financial advisor can provide tailored advice that helps clients achieve their financial goals despite the unique challenges presented by this dynamic region.
Santa Clara County, located in the heart of Silicon Valley, is the epitome of financial success and stability. With a plethora of top-rated financial institutions and a thriving economy, Santa Clara County offers unparalleled financial advising services to individuals and businesses alike. What sets Santa Clara County apart is its diverse community, which includes some of the most successful entrepreneurs and investors in the world. This wealth of experience and knowledge creates an environment where financial advisors can tap into a vast network of resources and expertise. Furthermore, Santa Clara County's commitment to innovation and technology means that financial advisors have access to the latest tools and software to help their clients achieve their financial goals. In short, Santa Clara County is the ideal place for anyone seeking top-notch financial advising services.
A financial planner in Santa Clara County, CA is responsible for helping individuals and families manage their finances and plan for their financial future. With its booming tech industry and high cost of living, Santa Clara County presents unique challenges and opportunities for financial planning. The planner must be adept at navigating the intricacies of stock options, equity compensation, and other financial instruments common in the tech industry. Additionally, they must be well-versed in tax planning strategies to help clients minimize their tax burden in a state with some of the highest taxes in the country. The planner must also be knowledgeable about the local real estate market, which is notoriously competitive and expensive. With all of these factors in mind, the financial planner must create a personalized plan that takes into account the client's unique financial situation and goals.
Residents of Santa Clara County, CA should consider reaching out to a financial advisor when they are faced with complex financial decisions that require expert guidance. The county, known for its thriving tech industry and high cost of living, presents unique financial challenges that may necessitate professional assistance. From navigating stock options and equity compensation plans to managing high housing costs and planning for retirement, Santa Clara County residents can benefit from the expertise of a financial advisor who understands the nuances of the local economy and can provide tailored advice. With a dizzying array of investment options and financial products available, seeking the help of a financial advisor can help residents make informed decisions and achieve their financial goals in a complex and rapidly changing landscape.
A financial advisor in Santa Clara County, CA must possess a diverse set of skills and qualities to navigate the complex financial landscape of the region. The county is home to the headquarters of several top technology companies, making it a hub for innovation and entrepreneurship. As a result, a financial advisor must have a deep understanding of the tech industry and its impact on the local economy. Additionally, they must possess excellent communication skills to effectively convey complex financial concepts to clients, many of whom may be highly educated and knowledgeable in their respective fields. The advisor must also be adept at analyzing market trends and identifying investment opportunities that align with their clients' goals and risk tolerance. Finally, given the high cost of living in Santa Clara County, a financial advisor must be able to provide sound advice on budgeting and managing debt to help clients achieve long-term financial stability. Overall, a successful financial advisor in Santa Clara County must possess a unique combination of technical expertise, communication skills, and a deep understanding of the local economic landscape.
Santa Clara County, CA is home to some of the top financial advising firms in the country. These firms provide a wide range of services to their clients, including investment management, retirement planning, and estate planning. One specific aspect of Santa Clara County that sets it apart from other areas is its thriving technology industry. Many of the financial advising firms in the area specialize in working with tech professionals and entrepreneurs, helping them navigate the unique financial challenges that come with working in this industry. With their burstiness and complexity, these firms offer a wealth of knowledge and expertise to their clients, ensuring that they are well-equipped to achieve their financial goals.
Financial advisors in Santa Clara County, CA are compensated in a variety of ways. One common method is through commissions earned on the sale of financial products, such as insurance policies or investment products. Another common method is through fees charged for financial planning and investment management services. In Santa Clara County, however, financial advisors may also receive compensation through equity participation in local tech startups, given the county's reputation as a hub for innovation and entrepreneurship. Additionally, some advisors may receive referral fees from other professionals, such as attorneys or accountants, for referring clients to their services. With the diverse range of compensation methods available to financial advisors in Santa Clara County, it is important for clients to carefully consider their advisor's incentives and potential conflicts of interest.