Find a Financial Planner in Campbell, CA

 

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We did the hard work of finding trustworthy partners in Campbell, CA.

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We Only Work With The Best Campbell Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Campbell, CA


  • Financial Advisor Close to Campbell, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Campbell Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Campbell area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Campbell typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.7% of Campbell's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Campbell area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Campbell area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Campbell area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Campbell area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Campbell area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Campbell area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Campbell, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Campbell, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Campbell financial advisors.
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How Retirement-Friendly is Campbell, CA?

  • Population: 42,221
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $1092,400
  • Average Monthly Housing Cost: $2,388
  • Average Household Income: $157,472
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


The Top Financial Advisor Firms in Campbell, CA


PRUNEYARD FINANCIAL GROUP, INC.

Website

(408) 377-4444

900 East Hamilton Avenue
Suite 210
Campbell, CA 95008

SEC#: 801-60693
Years in Business: 19 years

MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Website

(408) 377-7414

901 Campisi Way
Suite 140
Campbell, CA 95008

SEC#: 801-113885
Years in Business: 2 years

JOHANSON FINANCIAL ADVISORS, INC.

Website

(408) 404-0009

2105 S. Bascom Avenue
Suite 255
Campbell, CA 95008

SEC#: 801-79190
Years in Business: 7 years

KAIZEN FINANCIAL STRATEGIES, LLC

Website

(408) 819-9010

2105 South Bascom Ave, Suite 295

Campbell, CA 95008

SEC#: 801-114234
Years in Business: 2 years

WADE FINANCIAL ADVISORY, INC.

Website

(408) 369-7399

2105 S. Bascom Avenue
Suite 110
Campbell, CA 95008

SEC#: 801-113201
Years in Business: 2 years

FOUNDERS CIRCLE CAPITAL, LLC

Website

(415) 299-8311

1999 S. Bascom Avenue
Suite 700
Campbell, CA 95008

SEC#: 801-80050
Years in Business: 6 years