Find a Financial Planner in Danville, CA

 

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We Only Work With The Best Danville 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 Danville, CA


  • Financial Advisor Close to Danville, 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 Danville Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Danville area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Danville can include managing client retirement accounts, investments, tax plans, and more.
22.3% of Danville's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Danville area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Danville area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Danville 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 Danville 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 Danville 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 Danville 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 Danville, 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 Danville, CA

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

  • Population: 44,605
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $1105,000
  • Average Monthly Housing Cost: $3,171
  • Average Household Income: $214,627
  • 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 Danville, CA


PHILLIP B. WHITE CO., INC

Website

(925) 736-2108

4125 Blackhawk Plaza Circle
Suite 203
Danville, CA 94506

SEC#: 801-114890
Years in Business: 2 years

SUMMIT WEALTH AND RETIREMENT PARTNERS

Website

(925) 927-1900

55 Oak Ct, Suite 210

Danville, CA 94526

SEC#: 801-108910
Years in Business: 4 years

HERRMANN & COOKE WEALTH MANAGEMENT

Website

(925) 831-0200

370 Diablo Road
Suite 201
Danville, CA 94526

SEC#: 801-31115
Years in Business: 33 years

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Website

(925) 837-8355

939 Hartz Way
Suite 200
Danville, CA 94526

SEC#: 801-66974
Years in Business: 15 years

NORTHGATE CAPITAL, L.P.

Website

(925) 820-9970

649 San Ramon Valley Blvd

Danville, CA 94526

SEC#: 801-66571
Years in Business: 14 years

FISHER & WIENS WEALTH MANAGEMENT, LLC

Website

(925) 964-0090

100 Railroad Avenue

Danville, CA 94526

SEC#: 801-108777
Years in Business: 4 years