Mountain View, CA Financial Advisors and Resources



Financial Advisor Firms in Mountain View, CA


WEALTH ARCHITECTS, LLC

Website

(650) 325-9044

800 West El Camino Real
Suite 201
Mountain View, CA 94040

SEC#: 801-64313
Years in Business: 16 years

INFANGER INVESTMENT TECHNOLOGY, LLC

Website

(650) 961-5176

2685 Marine Way, Suite 1315

Mountain View, CA 94043

SEC#: 801-57817
Years in Business: 21 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(785) 340-3434

800 West El Camino Real
Suite 180
Mountain View, CA 94040

SEC#: 801-72913
Years in Business: 9 years

VITA PLANNING GROUP LLC

Website

(650) 567-9300

900 N. Shoreline Blvd.

Mountain View, CA 94043

SEC#: 801-120369
Years in Business: 0 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(650) 383-4911

2570 W El Camino Real, Suite 120

Mountain View, CA 94040

SEC#: 801-79198
Years in Business: 7 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(650) 383-4911

2570 W El Camino Real, Suite 120

Mountain View, CA 94040

SEC#: 801-79198
Years in Business: 7 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(785) 340-3434

800 West El Camino Real
Suite 180
Mountain View, CA 94040

SEC#: 801-72913
Years in Business: 9 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(785) 340-3434

800 West El Camino Real
Suite 180
Mountain View, CA 94040

SEC#: 801-72913
Years in Business: 9 years

CL WEALTH MANAGEMENT LLC

Website

(650) 966-4070

800 El Camino Real
Suite 180
Mountain View, CA 94040

SEC#: 801-72701
Years in Business: 10 years


How Retirement-Friendly is Mountain View, CA?

  • Population: 1,970
  • % of Population 62 Years and Over: 6.3%
  • Average Home Value: $431,700
  • Average Monthly Housing Cost: $1,709
  • Average Household Income: $97,779
  • 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.)


Mountain View, CA Financial Advisor FAQs

First of all, find out what the background of the advisor is. The more experience they have, the better because it becomes less likely they'll solely advise you to buy stocks when other options are available.Secondly, don't just tell them everything about your finances at once; ask them what percentage of their time performing consultations was spent evaluating other options before deciding which one would be best
Financial advisors can help investors understand how their accounts are being managed and will give them tips about when to invest or when it is time to take a break from investing altogether. A financial advisor might also provide advice on buying insurance policies that best suit your needs, protect your nest egg for hard times, or even lend you ideas that can save you money while giving you peace of mind like utilizing pre-tax retirement savings plans to lower your tax burden.
The first step is to ask for references. Find out how long they have been in the business and what kinds of licenses they hold, which will give you an idea of their background knowledge. Try to speak with current clients as well as past ones who are willing to share information, because both aspects should be important for your decision making process.
Financial advisors are compensated primarily through commissions, fees, or some percentage of the total account value.