Fiduciary Financial Advisors in East Bay, 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 East Bay, CA


  • Financial Advisor Close to East Bay, 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 East Bay, CA Help You?

Financial advisors are professionals whose job it is to help you reach your financial goals. 

They can help with everything from retirement planning and taxes to starting a business, paying off debts, getting into investing, and much more. 

Traditionally, financial advisors would be an individual working at a firm who oversees the assets of a handful of clients, who may (such as in a mutual fund) or may not be sharing investments between themselves. 

Nowadays, however, there are a variety of online advisors and automated advisors that can offer similar services for much less. 

Investing apps like Robinhood are one such example.

 

The Value Of A Retirement Financial Advisor in East Bay, 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 East Bay, 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 East Bay, CA

The East Bay refers to the eastern area of the San Francisco Bay and includes several cities and over 2.5 million people. 

As it incorporates so many cities, the East Bay represents a range of weathers and landscapes, from beachy shores to foggy hills. 

Generally the climate is warm, dry, and Mediterranean.

If you live in one of the following areas, our East Bay advisors can serve you:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In East Bay, 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.