Find a Financial Planner in Redwood City, CA

 

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We Only Work With The Best Redwood City 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 Redwood City, CA


  • Financial Advisor Close to Redwood City, 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 Redwood City Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Redwood City area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Redwood City typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.5% of Redwood City's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Redwood City area can create a custom plan and walk with you each step of the way.
In the Redwood City area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Redwood City area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Redwood City area is generally long-term and performed with the help of a qualified planner. 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 in the Redwood City area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 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 Redwood City 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 Redwood City, 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 Redwood City, CA

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

  • Population: 85,784
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $1309,700
  • Average Monthly Housing Cost: $2,556
  • Average Household Income: $163,498
  • 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 Redwood City, CA


NAVIGATION GROUP LLC

Website

(650) 595-1700

3 Lagoon Drive
Suite 110
Redwood City, CA 94065

SEC#: 801-110408
Years in Business: 4 years

OCEANIQ CAPITAL, LLC

Website

(415) 432-7580

275 Shoreline Drive
Unit 120
Redwood City, CA 94065

SEC#: 801-113911
Years in Business: 2 years

REDWOOD PARK ADVISORS

Website

(650) 779-5822

3 Twin Dolphin Drive
Suite 210
Redwood City, CA 94065

SEC#: 801-118972
Years in Business: 0 years

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Website

(650) 802-0342

3 Lagoon Drive
Suite 155
Redwood City, CA 94065

SEC#: 801-42861
Years in Business: 28 years

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

Website

(650) 463-0200

555 Twin Dolphin Drive, Suite 320

Redwood City, CA 94065

SEC#: 801-61096
Years in Business: 19 years

GRIFFIN BLACK, INC.

Website

(650) 368-5785

702 Marshall Street
Suite 411
Redwood City, CA 94063

SEC#: 801-117753
Years in Business: 1 years

TEAM HEWINS, LLC

Website

(650) 620-3040

203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065

SEC#: 801-112939
Years in Business: 3 years

DORSAL CAPITAL MANAGEMENT, LLC

Website

(650) 610-1400

203 Redwood Shores Parkway

Redwood City, CA 94065

SEC#: 801-73078
Years in Business: 9 years

SQN INVESTORS LP

Website

(650) 489-9100

201 Redwood Shores Parkway
Suite 242
Redwood City, CA 94065

SEC#: 801-107977
Years in Business: 4 years

OREI ADVISORS LP

Website

(650) 681-0185

1991 Broadway Street
Suite 100
Redwood City, CA 94063

SEC#: 801-110938
Years in Business: 3 years