Find a Financial Planner in San Rafael, CA

 

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We Only Work With The Best San Rafael 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 Rafael, CA


  • Financial Advisor Close to San Rafael, 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 Rafael 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 Rafael area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in San Rafael can include managing client retirement accounts, investments, tax plans, and more.
22.7% of San Rafael'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 Rafael 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 Rafael 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 is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the San Rafael area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the San Rafael 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 Rafael 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 is a good way to make high-interest debts more manageable. Advisors in the San Rafael area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 58,775
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $957,100
  • Average Monthly Housing Cost: $2,189
  • Average Household Income: $138,751
  • 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 Rafael, CA


SHERIDAN CAPITAL MANAGEMENT, LLC

Website

(415) 694-2076

6 Mt. Tenaya Court

San Rafael, CA 94903

SEC#: 801-72189
Years in Business: 10 years

FARADAY CAPITAL, L.P.

Website

(415) 747-8203

77 Mark Drive
Suite 22
San Rafael, CA 94903

SEC#: 801-119890
Years in Business: 0 years

RPA FINANCIAL, LLC

Website

(415) 526-2753

4340 Redwood Highway
Suite B60
San Rafael, CA 94903

SEC#: 801-113540
Years in Business: 3 years

POLARIS EQUITY MANAGEMENT, INC.

Website

(415) 263-5600

824 E Street

San Rafael, CA 94901

SEC#: 801-114092
Years in Business: 2 years

MARIN WEALTH ADVISORS LLC

Website

(415) 458-5880

899 Northgate Dr., Suite 300

San Rafael, CA 94903

SEC#: 801-113162
Years in Business: 3 years

SPECTRUM FINANCIAL MANAGEMENT

Website

(415) 472-7300

899 Northgate Drive
Suite 305
San Rafael, CA 94903

SEC#: 801-62255
Years in Business: 18 years

OHANA ADVISORS

Website

(415) 226-4710

101 Lucas Valley
Suite 202
San Rafael, CA 94903

SEC#: 801-75431
Years in Business: 9 years

O'DONNELL FINANCIAL SERVICES, LLC

Website

(415) 758-6331

1101 Fifth Ave.
Suite 150
San Rafael, CA 94901

SEC#: 801-110717
Years in Business: 4 years

GLOBAL RETIREMENT PARTNERS LLC

Website

(415) 526-2753

4340 Redwood Highway
Suite B-60
San Rafael, CA 94903

SEC#: 801-80074
Years in Business: 7 years

THE PUTNEY FINANCIAL GROUP, REGISTERED INVESTMENT ADVISORS

Website

(415) 460-1990

100 Smith Ranch Road
Suite 110
San Rafael, CA 94903

SEC#: 801-62638
Years in Business: 17 years