Best Financial Advisors in Mountain View, CA

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List of Firms

Mountain View, CA Fiduciary Financial Advisors

Johnson Lyman Wealth Advisors
SEC File# 801-70139
CRD# 150150
Location 4966 El Camino Real Suite 109, Los Altos, CA 94022, USA
Phone (650) 494-2733
Language http://www.jlwealth.com/
Directions
Morgan Stanley Smith Barney
Location 650 Castro St UNIT 105, Mountain View, CA 94041, USA
Phone (650) 316-6780
Language https://fa.morganstanley.com/mtnviewgroup/index.htm
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LPL Systems Inc
Location 253 Polaris Ave, Mountain View, CA 94043, USA
Phone (650) 965-9884
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 745 Distel Dr Ste 104, Los Altos, CA 94022, USA
Phone (650) 209-5743
Language https://www.northwesternmutual.com/financial-professional-locator?address=745%20Distel%20Dr%20Ste%20104,94022?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
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Heng Yang
Location 883 N Shoreline Blvd, Mountain View, CA 94043, USA
Phone (650) 314-0168
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Pariveda Investment Management
Location 5050 W El Camino Real # 102, Los Altos, CA 94022, USA
Phone (650) 584-3622
Language http://www.pariveda.com/
Directions
SOAProjects Inc
2 out of 5
Location 495 N Whisman Rd, Mountain View, CA 94043, USA
Phone (650) 960-9900
Language https://soaprojects.com/
Directions
Danny D. Chung - BancWest Investment Services Financial Advisor
Location 380 S Mathilda Ave, Sunnyvale, CA 94086, USA
Phone (650) 753-3505
Language http://www.bankofthewest.com/invest
Directions
Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1045 W El Camino Real Suite C, Mountain View, CA 94040, USA
Phone (650) 321-8586
Language https://www.edwardjones.com/us-en/financial-advisor/mandy-andrei
Directions
Financial Advisors in Mountain View, CA

Where Certified Financial Advisors in Mountain View, CA Serve

Mountain View, CA is a vibrant city located in the heart of Silicon Valley. It is home to numerous landmarks, including the Computer History Museum, Shoreline Amphitheatre, and the Googleplex - the headquarters of Google. The city is also known for its top employers, such as Google, LinkedIn, and Microsoft. Major highways and streets that run through the city include US-101, CA-85, and El Camino Real. Mountain View is divided into several neighborhoods, each with its unique character and charm. Some of the most popular neighborhoods include Downtown Mountain View, Old Mountain View, and Monta Loma-Farley-Rock. With its rich history, diverse population, and thriving business community, Mountain View is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mountain View, CA are fortunate to have a plethora of banking options available to them. The most common way that residents are serviced by banks is through traditional brick-and-mortar branches. These branches offer a range of services from opening new accounts to making deposits and withdrawals. However, with the tech-savvy population of Mountain View, online banking has become increasingly popular. Many residents prefer the convenience of banking from their computer or mobile device. Additionally, with the city being home to many tech companies, it's not surprising to see a rise in financial technology (fintech) services. Mountain View residents can take advantage of fintech services such as mobile payment apps and digital wallets for a seamless banking experience.

Insurance Broker

Residents of Mountain View, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find affordable insurance options for their homes, cars, and health. In addition, Mountain View is known for its thriving technology industry, which means many residents may have unique insurance needs related to their businesses or startups. An insurance broker can help these residents find specialized insurance coverage to protect their assets and investments. Overall, an insurance broker can provide personalized guidance and support to help residents of Mountain View navigate the complex world of insurance and ensure they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Mountain View, CA can greatly benefit from a retirement planner in several ways. Firstly, a retirement planner can help them create a financial plan that will ensure they have enough money to live comfortably during their retirement years. This is particularly important in Mountain View, where the cost of living is high and many residents work in the tech industry, which can be volatile. Additionally, a retirement planner can help residents navigate the complex world of retirement accounts and investments, helping them make informed decisions that will maximize their savings. Finally, a retirement planner can provide peace of mind by helping residents prepare for unexpected expenses, such as medical bills or home repairs, that may arise during retirement. Overall, a retirement planner can be an invaluable resource for residents of Mountain View, helping them achieve financial security and enjoy a comfortable retirement.

Wealth Management

Residents of Mountain View, CA can benefit greatly from the services of a wealth manager. With its high cost of living and thriving tech industry, many residents have complex financial situations that require expert guidance. A wealth manager can help residents with investment strategies, retirement planning, tax optimization, and estate planning. Additionally, with many residents working in the tech industry, stock options and equity compensation can be a significant part of their financial picture. A skilled wealth manager can provide guidance on how to manage these assets and make the most of them. Overall, a wealth manager can help residents of Mountain View navigate the complex financial landscape of this bustling Silicon Valley city and plan for a secure financial future.

Mortgage Loan Officer

Residents of Mountain View, CA can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in this tech hub and the competitive housing market, a loan officer can help residents navigate the complexities of securing a mortgage. They can provide guidance on the best loan options for each individual's financial situation and help them understand the various mortgage terms and rates. Additionally, with the city's proximity to Silicon Valley and major tech companies, a loan officer can provide specialized knowledge on the unique challenges and opportunities of buying a home in this area. Whether it's a first-time homebuyer or a seasoned homeowner looking to refinance, a mortgage loan officer can be an invaluable resource for residents of Mountain View, CA.

Tax Services

Residents of Mountain View, CA can benefit from the expertise of a tax advisor in a variety of ways. With many tech companies headquartered in the area, residents may have complex tax situations related to stock options, equity compensation, and other financial arrangements common in the tech industry. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available tax deductions and credits. Additionally, with the high cost of living in the Bay Area, residents may be looking for ways to minimize their tax burden and maximize their savings. A tax advisor can provide personalized advice and strategies to help residents achieve their financial goals and make the most of their hard-earned money.

Estate Planning Lawyer

Residents of Mountain View, CA can benefit greatly from the services of an estate planning lawyer. For example, with the high cost of living in the area, many residents may need assistance in creating a plan for their assets and property to ensure their loved ones are taken care of in the event of their passing. Additionally, with the prevalence of tech companies in the area, residents may have unique assets such as stock options or intellectual property that require specialized planning. An estate planning lawyer can help residents navigate these complexities and create a comprehensive plan that meets their individual needs and goals.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Mountain View, CA

A financial advisor in Mountain View, CA can provide a wide range of financial advising services to help clients achieve their financial goals. From retirement planning and investment management to tax planning and estate planning, a financial advisor can offer expert guidance and advice tailored to each client's unique needs and circumstances. In Mountain View, CA, where the tech industry is booming and many residents work in high-paying tech jobs, a financial advisor can also provide specialized advice on equity compensation, stock options, and other complex financial instruments that are common in the tech industry. With their in-depth knowledge of the local economy and financial landscape, a financial advisor in Mountain View, CA can help clients navigate the complexities of the financial world and make informed decisions that will set them up for long-term financial success.

Mountain View, CA is an ideal location to seek financial advising due to its thriving economy and abundance of financial institutions. The city is home to several tech giants such as Google, LinkedIn, and Microsoft, making it a hub for innovation and entrepreneurship. With a high concentration of successful businesses, Mountain View has attracted a plethora of financial advisors who possess a wealth of knowledge and experience in the industry. Additionally, the city's diverse population allows for financial advisors to cater to a wide range of clients with varying financial goals and needs. From retirement planning to investment strategies, Mountain View's financial advisors have the expertise to provide personalized and comprehensive advice. With its dynamic economy and expert financial advisors, Mountain View, CA is undoubtedly the best place to seek financial guidance.