Find a Financial Planner in Foster City, CA


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We did the hard work of finding trustworthy partners in Foster City, CA.

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We Only Work With The Best Foster City 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Foster City, CA

  • Financial Advisor Close to Foster City, 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 Foster City Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Foster City area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Foster City is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
19.9% of Foster City's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Foster City area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Foster City area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Foster City area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Foster City area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor in the Foster City area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 Foster City 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 Foster City, CA

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


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Foster City, CA

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

  • Population: 33,997
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $1244,700
  • Average Monthly Housing Cost: $3,117
  • Average Household Income: $185,716
  • 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 Foster City, CA



(650) 832-9010

950 Tower Lane
Suite 1525
Foster City, CA 94404

SEC#: 801-113925
Years in Business: 2 years



(650) 571-5800

950 Tower Ln
Ste 1900
Foster City, CA 94404

SEC#: 801-8562
Years in Business: 49 years



(650) 548-9200

303 Vintage Park Drive, Suite 100

Foster City, CA 94404

SEC#: 801-41001
Years in Business: 29 years



(650) 212-2240

919 Hillsdale Blvd.
Suite 150
Foster City, CA 94404

SEC#: 801-62398
Years in Business: 17 years



(650) 581-9807

950 Tower Lane
Suite 1800
Foster City, CA 94404

SEC#: 801-115278
Years in Business: 2 years



(650) 854-6000

950 Tower Lane
Suite 800
Foster City, CA 94404

SEC#: 801-74025
Years in Business: 9 years



(650) 358-5000

950 Tower Lane
Suite 1000
Foster City, CA 94404

SEC#: 801-73550
Years in Business: 9 years



(650) 265-4666

950 Tower Lane
Suite 1725
Foster City, CA 94404

SEC#: 801-78276
Years in Business: 8 years



(650) 980-0200

950 Tower Lane
Suite 925
Foster City, CA 94404

SEC#: 801-118592
Years in Business: 1 years



(650) 684-1201

950 Tower Lane
Suite 1710
Foster City, CA 94404

SEC#: 801-119199
Years in Business: 0 years