Fiduciary Financial Advisors in Contra Costa County

 

Connect With a Financial Advisor

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

  • This field is for validation purposes and should be left unchanged.

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

 

Meet With An

Independent Financial Advisor In Contra Costa County


Step 1:
Fill Out The Form

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

  • This field is for validation purposes and should be left unchanged.

Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor in Contra Costa County


$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.

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

Vanguard

How Can a Financial Advisor in Contra Costa County 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.

Questions To Ask Your Contra Costa County Financial Advisor


What does your typical client look like?

  • You should look for an advisor that not only has a clean track record and the specialization you need, but who also has experience serving clients in a similar financial position as you. If your advisor normally handles millions in AUM for high-powered investors, they will not be sensitive to the needs of someone with significantly less AUM.
  • Have you or your firm been subject to disciplinary action by the SEC?
  • Your advisor will most likely say no, and even if they say yes it is not always an admission of incompetency. Talk to your advisor about what happened and use your best judgement to determine if it’s a deal-breaker.
  • How often will we meet?
  • If you are using an in person advisor, they should make a point to meet with you regularly to go over your portfolio. They may ask for annual or semi-annual meetings, although most are also happy to meet with you more frequently if you wish.
  • Find A Fee-Only Financial Advisor Near Contra Costa County

    Connect With a Financial Advisor

    We did the hard work of finding trustworthy partners.
    Now you can explore what service is best for you.
    • This field is for validation purposes and should be left unchanged.


    Top Financial Advisors Serving Contra Costa County

    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?

    • This field is for validation purposes and should be left unchanged.

    Other Resources On
    How To Choose a Financial Advisor In Contra Costa County

    Why Partner with a Financial Advisor?

    What Does a Financial Advisor Do?

    7 Questions To Ask Your Financial Advisor

    FAQs About Certified Financial Advisors In Contra Costa County

    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.