Find a Financial Planner in San Mateo, CA

 

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

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We Only Work With The Best San Mateo 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 Mateo, CA


  • Financial Advisor Close to San Mateo, 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 Mateo 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 San Mateo 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 San Mateo can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
18.7% of San Mateo'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 Mateo area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the San Mateo area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 San Mateo area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the San Mateo 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 is a service offered by many financial advisors, planners, and other professionals in the San Mateo area. Typically, it 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the San Mateo area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in San Mateo, 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 Mateo, CA

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

  • Population: 104,333
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $1119,400
  • Average Monthly Housing Cost: $2,550
  • Average Household Income: $165,420
  • 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 Mateo, CA


BLUEPOINTE CAPITAL MANAGEMENT, LLC

Website

(650) 293-4545

999 Baker Way
Suite 150
San Mateo, CA 94404

SEC#: 801-66670
Years in Business: 15 years

FALL LINE CAPITAL, LLC

Website

(650) 235-4032

119 South B Street

San Mateo, CA 94401

SEC#: 801-118696
Years in Business: 0 years

BRICKLEY WEALTH MANAGEMENT

Website

(650) 638-0111

1900 O'Farrell Street #330

San Mateo, CA 94403

SEC#: 801-110453
Years in Business: 4 years

FULLER & THALER ASSET MANAGEMENT INC

Website

(650) 931-1500

411 Borel Avenue
Suite 300
San Mateo, CA 94402

SEC#: 801-43915
Years in Business: 27 years

FISHER LYNCH CAPITAL, LLC

Website

(650) 287-2700

2929 Campus Drive
Suite 420
San Mateo, CA 94403

SEC#: 801-74059
Years in Business: 9 years

SUMMIT FINANCIAL ADVISORS, LLC

Website

(650) 357-9410

109 Baldwin Avenue

San Mateo, CA 94401

SEC#: 801-58179
Years in Business: 20 years

PRIVATE PORTFOLIOS, INC.

Website

(650) 548-9800

424 North San Mateo Drive
Suite 200
San Mateo, CA 94401

SEC#: 801-110209
Years in Business: 4 years

VANTAGE WEALTH MANAGEMENT, LLC

Website

(650) 638-9600

66 Bovet Road
Ste. 310
San Mateo, CA 94402

SEC#: 801-70921
Years in Business: 11 years

KESTREL INVESTMENT MANAGEMENT CORP

Website

(650) 572-9450

411 Borel Avenue, Ste 403

San Mateo, CA 94402

SEC#: 801-43351
Years in Business: 28 years

FRANKLIN ADVISORY SERVICES, LLC

Website

(650) 312-3000

One Franklin Parkway

San Mateo, CA 94403

SEC#: 801-51967
Years in Business: 24 years