Find a Financial Advisor in Los Gatos, CA

 

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We did the hard work of finding trustworthy partners in Los Gatos, CA.

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We Only Work With The Best Los Gatos 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Los Gatos, CA


  • Financial Advisor Close to Los Gatos, 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

The Value of Working With the Best Financial Planners in Los Gatos, 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 Los Gatos, CA

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

  • Population: 30,729
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $1704,000
  • Average Monthly Housing Cost: $2,726
  • Average Household Income: $217,966
  • 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 Los Gatos, CA

 

RICE FINANCIAL CONSULTING, INC.

Website

(408) 354-3400

300 E. Main Street

Los Gatos, CA 95030

SEC#: 801-107140
Years in Business: 5 years

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

Website

(415) 705-8001

2 North Santa Cruz Ave
Suite 201
Los Gatos, CA 95030

SEC#: 801-80873
Years in Business: 6 years

SCHARF INVESTMENTS, LLC

Website

(831) 429-6513

16450 Los Gatos Boulevard, Suite 207

Los Gatos, CA 95032

SEC#: 801-18799
Years in Business: 38 years

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Website

(408) 358-3316

720 University Avenue
Suite 200
Los Gatos, CA 95032

SEC#: 801-73689
Years in Business: 9 years

LEGACY CAPITAL GROUP CALIFORNIA, INC.

Website

(408) 399-6330

459 Monterey Avenue
Suite 100
Los Gatos, CA 95030

SEC#: 801-69566
Years in Business: 13 years

REACT INVESTMENT SOLUTIONS, LLC

Website

(408) 399-6330

459 Monterey Avenue

Los Gatos, CA 95030

SEC#: 801-70961
Years in Business: 11 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(408) 395-1510

59 North Santa Cruz Avenue
Suite R
Los Gatos, CA 95030

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(408) 596-8091

14830 Los Gatos Blvd
Suite 201
Los Gatos, CA 95030

SEC#: 801-107913
Years in Business: 5 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(408) 354-5554

644 N. Santa Cruz Avenue
Suite 4
Los Gatos, CA 95030

SEC#: 801-107913
Years in Business: 5 years

 


Los Gatos, CA Financial Advisor FAQs

A competent financial advisor will provide you with a number of options, like stocks, bonds, and mutual funds. They will help educate you on these topics and answer any questions you may have in regards to achieving your financial goals.
Ask friends, family members, colleagues, or other people about their experience with their financial advisor.
Financial advisors help people think, plan and act to reach personal financial goals. The advice is based on the principles of risk management, which may include strategies for retirement planning or saving for college.
It depends. If you have enough knowledge of financial principles to conduct reasonable retirement planning, managing your own portfolio, and considering the wide range of risks specific to your unique situation then no, you do not need a financial advisor. However, if this is outside your area of expertise or comfort zone then it's imperative that you speak with an advisor as they will help save you from making costly mistakes such as lump-sum investing (buying all stocks at market value), which could easily result in losses, neglecting inflation, and overlooking estate taxes.