Find a Financial Planner 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.

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 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

 

How Can a CFP® in Pleasanton 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 Pleasanton area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Pleasanton can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.2% of Pleasanton'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 Pleasanton 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 Pleasanton 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 is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Pleasanton 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 Pleasanton 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 Pleasanton 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 is a good way to make high-interest debts more manageable. Advisors in the Pleasanton area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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.

 

Pleasanton, CA, Financial Advisor FAQs

Financial advisors are experts in fiscal responsibility. They can help you assess your financial well-being and make a plan to help it grow. If you need help with and of the things below, a financial advisor may be able to assist you: Tax planning (e.g. deductions, payments, forms, etc), Retirement planning, Investing (building or improving a portfolio), Reducing debts, Improving your credit score, Planning for a life transition like marriage or children, and Estate planning. When you imagine a financial advisor, you may be picturing a person in a suit with a nice office who you meet with regularly and hand off your assets too. These advisors exist, and are generally the most powerful option for increasing your financial health. However, they are also very expensive, often requiring $250,000 or more as an account minimum. Other advisor types include fully online and automated robo-advisor. These options are significantly less expensive, sometimes requiring no account minimum. They are less versatile than a traditional advisor, however they are still very useful for building your financial safety net.
Pleasanton has a warm, Mediterannean climate with hot, dry summers and cool, wet winters. Pleasanton is home to a range of historic architecture, where you can see buildings in Gothic Revival, Italianate, Colonial Revival, and Queen Anne style buildings. All these reasons and more are why our advisors love serving the community of Pleasanton. Below is a list of local locations that our Pleasanton advisors can also serve in: Walnut Creek, East Bay, La Morinda, Bay Area, Orinda, Moraga, Contra Costa county, Dublin, Oakland, Sausalito, Berkeley, and the larger Lafayette area.

 

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: 6 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: 6 years

IWC ASSET MANAGEMENT LLC

Website

(925) 257-0785

6701 Koll Center Parkway
Suite 250
Pleasanton, CA 94566

SEC#: 801-108944
Years in Business: 4 years

WEFEA CAPITAL LLC

Website

(925) 218-1839

4695 Chabot Drive, Suite 200

Pleasanton, CA 94588

SEC#: 801-114452
Years in Business: 2 years

99RISES INC.

Website

(925) 519-9545

6701 Koll Center Parkway
Suite 250
Pleasanton, CA 94566

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