Fiduciary Financial Advisors in Redwood City, CA

 

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We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Advisor in Redwood City, CA Help You?

A financial advisor is a great resource to help you take control of your finances. 

A financial advisor can help you save for retirement, make smarter investments, improve your credit score, offer financial planning and advice, reduce your debts more quickly, and plan for large purchases such as a vehicle or home.

Financial advisors can offer both short and long term financial services, although long-term planning is generally what clients are looking for. 

Advisors can also have a range of specialities, such as retirement planning, investments, real estate, or something else.

If you are looking to save for retirement, improve your investment portfolio, prepare a college fund for your children, or even just prepare for the cost of having children, a financial advisor can help. 

Financial advisors work with you to craft and implement a financial plan. This plan can stretch as far into the future as it needs to, and incorporate saving, spending, and investment strategies to help you build your assets.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Redwood City, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 177 Bovet Road, Suite 600, San Mateo, CA 94402


Top Financial Advisors Serving Redwood City, CA

Located in Northern California’s Bay Area, Redwood City sits in the heart of Silicon Valley.

The city slogan is “Climate Best by Government Test,” in reference to the average 255 days of sunshine the city receives per year. 

Redwood City is home to several technology companies, including Oracle, Electronic Arts, and Evernote. 

Kaiser Foundation Hospitals is also based in Redwood City and is the city’s fourth largest employer. 

Financial Advisors in Redwood City also serve these areas:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Redwood City, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.