Find a Financial Planner in Palo Alto, CA

 

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We Only Work With The Best Palo Alto 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 Palo Alto, CA


  • Financial Advisor Close to Palo Alto, 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 Palo Alto 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 Palo Alto 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.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Palo Alto can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.6% of Palo Alto'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 Palo Alto area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Palo Alto area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Palo Alto area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Palo Alto 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 is a service offered by many financial advisors, planners, and other professionals in the Palo Alto area. Typically, it 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 Palo Alto 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 Palo Alto, 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 Palo Alto, CA

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

  • Population: 66,573
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $2,000,0,00+
  • Average Monthly Housing Cost: $2,631
  • Average Household Income: $232,529
  • 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 Palo Alto, CA


WEALTHFRONT ADVISERS LLC

Website

(844) 995-8437

261 Hamilton Ave.

Palo Alto, CA 94301

SEC#: 801-69766
Years in Business: 12 years

CONNECTIVE CAPITAL MANAGEMENT, LLC

Website

(650) 321-4545

385 Homer Avenue

Palo Alto, CA 94301

SEC#: 801-74339
Years in Business: 9 years

MEDIA WEALTH

Website

(650) 252-0550

306 Cambridge Avenue

Palo Alto, CA 94306

SEC#: 801-118648
Years in Business: 1 years

FUTU WEALTH ADVISORS, INC.

Website

(650) 798-5700

720 University Ave
Suite 105
Palo Alto, CA 94301

SEC#: 801-119635
Years in Business: 0 years

HOLBROOK GLOBAL STRATEGIES

Website

(650) 346-2630

635 Bryant Street

Palo Alto, CA 94301

SEC#: 801-62751
Years in Business: 17 years

PALO ALTO WEALTH ADVISORS, LLC

Website

(650) 656-9800

715 Colorado Avenue
Suite A
Palo Alto, CA 94303

SEC#: 801-112956
Years in Business: 3 years

PEAKVIEW CAPITAL

Website

(650) 321-6600

540 University Ave
Suite 350
Palo Alto, CA 94301

SEC#: 801-117763
Years in Business: 1 years

SAND HILL GLOBAL ADVISORS, LLC

Website

(650) 854-9150

245 Lytton Avenue
Suite 300
Palo Alto, CA 94301

SEC#: 801-58002
Years in Business: 20 years

FRANK, RIMERMAN ADVISORS LLC

Website

(650) 845-8100

1801 Page Mill Road

Palo Alto, CA 94304

SEC#: 801-62201
Years in Business: 17 years

REBALANCE LLC

Website

(650) 396-3900

420 Florence St
Suite 210
Palo Alto, CA 94301

SEC#: 801-72723
Years in Business: 9 years