Find a Financial Planner in San Mateo County, CA

 

Get Top Tier Financial Planning

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


  • Financial Advisor Close to San Mateo 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 Mateo County 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 County 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 County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
19.3% of San Mateo 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 Mateo County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the San Mateo County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Mateo County area.
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 County 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 in the San Mateo 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 Mateo 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 Mateo 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 Mateo County, CA

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


How Retirement-Friendly is San Mateo County, CA?

  • Population: 767,423
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $1114,700
  • Average Monthly Housing Cost: $2,486
  • Average Household Income: $174,055
  • 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 County, CA


BLUE OAK CAPITAL LLC

Website

(650) 251-9595

3000 Sand Hill Road, 1/205

Menlo Park, CA 94025

SEC#: 801-57237
Years in Business: 21 years

MENLO ADVISORS LLC

Website

(650) 688-0300

525 Middlefield Road
Suite 118
Menlo Park, CA 94025

SEC#: 801-61504
Years in Business: 18 years

WEALTHVALUES, LLC

Website

(650) 941-5530

1100 Alma Street
Suite 101
Menlo Park, CA 94025

SEC#: 801-66449
Years in Business: 15 years

ALTOS VENTURES MANAGEMENT, INC.

Website

(650) 234-9771

2882 Sand Hill Road
Suite 100
Menlo Park, CA 94025

SEC#: 801-111967
Years in Business: 3 years

SAGE RHINO CAPITAL LLC

Website

(650) 352-5600

525 Middlefield Road, Suite 119

Menlo Park, CA 94025

SEC#: 801-112150
Years in Business: 3 years

POWERSCALE CAPITAL MANAGEMENT

Website

(141) 535-6906

2884 Sand Hill Road
Suite 200A
Menlo Park, CA 94025

SEC#: 801-114916
Years in Business: 2 years

TRIPLEPOINT ADVISERS LLC

Website

(650) 854-2090

2755 Sand Hill Road
Suite 150
Menlo Park, CA 94025

SEC#: 801-78757
Years in Business: 7 years

PORTOLA PARTNERS

Website

(650) 289-1114

1550 El Camino Real
Ste 200
Menlo Park, CA 94025

SEC#: 801-117341
Years in Business: 1 years

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Website

(650) 276-7967

1040 Noel Drive
Suite 104
Menlo Park, CA 94025

SEC#: 801-80973
Years in Business: 6 years

NELSON ROBERTS INVESTMENT ADVISORS, LLC

Website

(650) 322-4000

545 Middlefield Road
Suite 200
Menlo Park, CA 94025

SEC#: 801-62601
Years in Business: 17 years