Fiduciary Financial Advisors in Contra Costa County, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Contra Costa County, CA


  • Financial Advisor Close to Contra Costa County, 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 Financial Advisor in Contra Costa County, CA Help You?

Financial advisors are professionals whose job it is to help you get your money working for you. They assess your overall financial health to spot problem areas and places for improvement, and then help you create a financial plan for the future. 

They can also help with specific things like:

  • Tax planning
  • Retirement planning
  • Life transition planning
  • Estate planning
  • Investing
  • Diversifying your portfolio

Though more and more are conducting their business online, traditional financial advisors usually serve clients in their areas. This is key to establishing trust over the long term because most relationships between advisors and clients span the course of several years. For those just starting out in investing, there are also robo-advisors, which are computer algorithms that generate investment advice and a sample portfolio based on information given by the client.

 

The Value Of A Retirement Financial Advisor in Contra Costa County, 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 Advisor Near Contra Costa County, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 250 Lafayette Circle, Suite 203, Lafayette, CA 94549


Top Financial Advisors Serving Contra Costa County, CA

The name Contra Costa is spanish for “opposite coast,” and was named because of its position on the opposite side of the bay as San Francisco. 

Contra Costa county has a landscape dominated by wde fields, hills around the Oakland-Berkeley area, and Mount Diablo, a mountain over half a mile tall that is part of the Mt. Diablo state park.

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Contra Costa County, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.