East Palo Alto, CA Financial Advisors and Resources

Financial Advisor Firms in East Palo Alto, CA



(650) 285-4300

1900 University Avenue
Suite 501
East Palo Alto, CA 94303

SEC#: 801-80242
Years in Business: 7 years

How Retirement-Friendly is East Palo Alto, CA?

  • Population: 29,593
  • % of Population 62 Years and Over: 8.7%
  • Average Home Value: $831,600
  • Average Monthly Housing Cost: $1,915
  • Average Household Income: $99,176
  • 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.)

East Palo Alto, CA Financial Advisor FAQs

There are a lot of questions that you could ask a financial advisor, but here are some that may be helpful for getting started: 1. How many clients does the advisor have? 2. What types of investing strategies does the advisor specialize in? 3. Who will be managing my investments? 4. What kinds of investment vehicles will I be able to choose from? 5. Is there any risk involved with their investment strategy or investment portfolio management for me as an individual investor?
A financial advisor is typically a licensed professional who advises their client on money related decisions, be it investments, insurance coverage, student loan debt, retirement planning or all of the above. They will be able to help advise you on which choice is best for your lifestyle and goals. Make sure to ask if there are any fees involved so that you know how much this service will cost!
Financial advisors charge a percentage of your assets or a flat fee to manage your portfolio, and they may also offer an hourly rate if they only provide consulting services.
When choosing a financial advisor, you should always evaluate their background, licenses and certifications, what services they offer, how long they've been in business, and do your own independent research to make sure it's someone reputable.