Find a Financial Advisor in Pleasanton, CA

 

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

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We Only Work With The Best Pleasanton Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Pleasanton, CA


  • Financial Advisor Close to Pleasanton, 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 Pleasanton, 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 Pleasanton, CA

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

  • Population: 81,717
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $998,200
  • Average Monthly Housing Cost: $2,738
  • Average Household Income: $192,532
  • 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 Pleasanton, CA

 

MIRADOR CAPITAL PARTNERS

Website

(925) 621-1000

6700 Koll Center Parkway
Suite 230
Pleasanton, CA 94566

SEC#: 801-80585
Years in Business: 7 years

BAYBRIDGE CAPITAL GROUP, LLC

Website

(925) 905-9901

6602 Owens Drive
Suite 200
Pleasanton, CA 94588

SEC#: 801-112598
Years in Business: 3 years

RPG INVESTMENT ADVISORY, LLC

Website

(925) 384-0071

349 Main St
Suite 202
Pleasanton, CA 94566

SEC#: 801-80481
Years in Business: 7 years

IWC ASSET MANAGEMENT LLC

Website

(925) 257-0785

6701 Koll Center Parkway
Suite 250
Pleasanton, CA 94566

SEC#: 801-108944
Years in Business: 5 years

WEFEA CAPITAL LLC

Website

(925) 218-1839

4695 Chabot Drive, Suite 200

Pleasanton, CA 94588

SEC#: 801-114452
Years in Business: 3 years

99RISES INC.

Website

(925) 519-9545

6701 Koll Center Parkway
Suite 250
Pleasanton, CA 94566

SEC#: 801-119385
Years in Business: 1 years

COMMONWEALTH EQUITY SERVICES, LLC

Website

(925) 227-8858

7011 Koll Center Parkway
Suite 260
Pleasanton, CA 94566

SEC#: 801-41541
Years in Business: 29 years

MONTEREY PRIVATE WEALTH, INC.

Website

(925) 462-8005

4900 Hopyard Road
Suite 100
Pleasanton, CA 94588

SEC#: 801-61605
Years in Business: 19 years

TRANSAMERICA FINANCIAL ADVISORS, INC.

Website

(925) 462-6098

7077 Koll Center Parkway
Suite 110P
Pleasanton, CA 94566

SEC#: 801-38618
Years in Business: 30 years

 


Pleasanton, CA Financial Advisor FAQs

Find somebody you trust-- not just somebody who's willing to take your money - but somebody who understands the financial markets and is in an ethical profession.
Many financial advisors charge an hourly rate, but others charge a flat fee. The level of expertise needed for personal finance and investment decisions varies and so it's better to ask than assume.
A financial advisor works with you to plan and take care of your finances. The advisor helps protect your assets, assists you in finding a balance between work and family needs, and guides you through retirement.
What is your fee, commission, or revenue structure? Do you offer financial advice or marketing? How will I be billed for the services I receive from you? Is there anything that's still unclear?