Find a Financial Planner in San Francisco County, CA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in San Francisco County, CA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best San Francisco County 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 San Francisco County, CA


  • Financial Advisor Close to San Francisco County, 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 San Francisco County 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 San Francisco County 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.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in San Francisco County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.8% of San Francisco County'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 San Francisco County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the San Francisco County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 San Francisco County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the San Francisco County area often offer tax planning services to their clients. 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 San Francisco County 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 San Francisco County 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 San Francisco County, 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 San Francisco County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best San Francisco County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is San Francisco County, CA?

  • Population: 874,961
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $1118,200
  • Average Monthly Housing Cost: $2,081
  • Average Household Income: $160,396
  • 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 San Francisco County, CA


ROOF, EIDAM & MAYCOCK, LLC

Website

(415) 788-4600

235 Pine St.
Suite 1200
San Francisco, CA 94104

SEC#: 801-53480
Years in Business: 24 years

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Website

(415) 667-9200

211 Main Street

San Francisco, CA 94105

SEC#: 801-35905
Years in Business: 31 years

SNYDER CAPITAL MANAGEMENT LP

Website

(415) 392-3900

101 Mission Street
Suite 1400
San Francisco, CA 94105

SEC#: 801-54641
Years in Business: 23 years

GRAND JEAN CAPITAL MANAGEMENT INC.

Website

(415) 512-5430

One Market-Steuart Tower
Suite 1440
San Francisco, CA 94105

SEC#: 801-36610
Years in Business: 30 years

SVB ASSET MANAGEMENT

Website

(866) 719-9117

505 Howard Street
3rd Floor
San Francisco, CA 94105

SEC#: 801-61674
Years in Business: 18 years

RHS FINANCIAL, LLC

Website

(415) 495-2900

930 Montgomery Street
Suite 600
San Francisco, CA 94133

SEC#: 801-112686
Years in Business: 3 years

PENINSULA WEALTH, LLC

Website

(415) 678-5360

350 Townsend Street, Suite 411

San Francisco, CA 94107

SEC#: 801-71025
Years in Business: 11 years

CEREBELLUM CAPITAL

Website

(415) 963-4401

425 California Street
Suite 1350
San Francisco, CA 94104

SEC#: 801-76821
Years in Business: 8 years

ALPINE INVESTORS

Website

(415) 392-9100

One California Street, Suite 2900

San Francisco, CA 94111

SEC#: 801-73159
Years in Business: 9 years

ICONIQ CAPITAL, LLC

Website

(415) 967-7763

394 Pacific Avenue
2nd Floor
San Francisco, CA 94111

SEC#: 801-72878
Years in Business: 9 years