Cupertino, CA Financial Advisors and Resources



Financial Advisor Firms in Cupertino, CA


SP ASSET MANAGEMENT

Website

(408) 257-7711

20380 Town Center Lane
Suite 205
Cupertino, CA 95014

SEC#: 801-60660
Years in Business: 19 years

TD AMERITRADE, INC.

Website

(408) 973-7020

19349 Stevens Creek Boulevard

Cupertino, CA 95014

SEC#: 801-60469
Years in Business: 20 years

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Website

(408) 973-7020

19349 Stevens Creek Boulevard

Cupertino, CA 95014

SEC#: 801-55501
Years in Business: 23 years

WCG WEALTH ADVISORS, LLC

Website

(408) 899-2688

21070 Homestead Road
Suite 210
Cupertino, CA 95014

SEC#: 801-80386
Years in Business: 7 years

E*TRADE CAPITAL MANAGEMENT, LLC

Website

(866) 789-0786

10200 North Deanza Blvd

Cupertino, CA 95014

SEC#: 801-58085
Years in Business: 20 years

TD AMERITRADE, INC.

Website

(408) 973-7020

19349 Stevens Creek Boulevard

Cupertino, CA 95014

SEC#: 801-60469
Years in Business: 20 years

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Website

(408) 973-7020

19349 Stevens Creek Boulevard

Cupertino, CA 95014

SEC#: 801-55501
Years in Business: 23 years

TD AMERITRADE, INC.

Website

(408) 973-7020

19349 Stevens Creek Boulevard

Cupertino, CA 95014

SEC#: 801-60469
Years in Business: 20 years

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Website

(408) 973-7020

19349 Stevens Creek Boulevard

Cupertino, CA 95014

SEC#: 801-55501
Years in Business: 23 years


How Retirement-Friendly is Cupertino, CA?

  • Population: 60,257
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $1733,300
  • Average Monthly Housing Cost: $3,134
  • Average Household Income: $206,009
  • 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.)


Cupertino, CA Financial Advisor FAQs

Financial advisors can be paid to give advice about investing, retirement planning and other personal finance topics, and the type of fee you pay will depend on how complicated your needs are.
To find the correct one for you it may be best to ask friends or relatives who have one they absolutely love.
Financial advisors typically help clients manage risk with asset allocation, which is what financial experts do who try to protect your investments (and your family's future) by diversifying your portfolio. Some deal primarily with stocks, bonds or other securities; others address tax issues or estate planning.
This is tricky to answer - it depends on a few factors, two of the biggest being your investment portfolio and how much you need.