Find a Financial Planner in Menlo Park, CA

 

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We Only Work With The Best Menlo Park 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 Menlo Park, CA


  • Financial Advisor Close to Menlo Park, 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 Menlo Park Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Menlo Park area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
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 Menlo Park is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
17.8% of Menlo Park'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 Menlo Park 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 Menlo Park 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 Menlo Park 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. In the Menlo Park area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Menlo Park area, 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 Menlo Park 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 Menlo Park, 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 Menlo Park, CA

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

  • Population: 34,138
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,785
  • Average Household Income: $241,222
  • 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 Menlo Park, CA


BLUE OAK CAPITAL LLC

Website

(650) 251-9595

3000 Sand Hill Road, 1/205

Menlo Park, CA 94025

SEC#: 801-57237
Years in Business: 21 years

MENLO ADVISORS LLC

Website

(650) 688-0300

525 Middlefield Road
Suite 118
Menlo Park, CA 94025

SEC#: 801-61504
Years in Business: 18 years

WEALTHVALUES, LLC

Website

(650) 941-5530

1100 Alma Street
Suite 101
Menlo Park, CA 94025

SEC#: 801-66449
Years in Business: 15 years

ALTOS VENTURES MANAGEMENT, INC.

Website

(650) 234-9771

2882 Sand Hill Road
Suite 100
Menlo Park, CA 94025

SEC#: 801-111967
Years in Business: 3 years

SAGE RHINO CAPITAL LLC

Website

(650) 352-5600

525 Middlefield Road, Suite 119

Menlo Park, CA 94025

SEC#: 801-112150
Years in Business: 3 years

POWERSCALE CAPITAL MANAGEMENT

Website

(141) 535-6906

2884 Sand Hill Road
Suite 200A
Menlo Park, CA 94025

SEC#: 801-114916
Years in Business: 2 years

TRIPLEPOINT ADVISERS LLC

Website

(650) 854-2090

2755 Sand Hill Road
Suite 150
Menlo Park, CA 94025

SEC#: 801-78757
Years in Business: 7 years

PORTOLA PARTNERS

Website

(650) 289-1114

1550 El Camino Real
Ste 200
Menlo Park, CA 94025

SEC#: 801-117341
Years in Business: 1 years

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Website

(650) 276-7967

1040 Noel Drive
Suite 104
Menlo Park, CA 94025

SEC#: 801-80973
Years in Business: 6 years

NELSON ROBERTS INVESTMENT ADVISORS, LLC

Website

(650) 322-4000

545 Middlefield Road
Suite 200
Menlo Park, CA 94025

SEC#: 801-62601
Years in Business: 17 years