Find a Financial Planner in San Ramon, CA

 

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We Only Work With The Best San Ramon 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 Ramon, CA


  • Financial Advisor Close to San Ramon, 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 Ramon 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 Ramon area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in San Ramon, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
13.1% of San Ramon'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 Ramon area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the San Ramon area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Ramon 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. Financial advisors in the San Ramon 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the San Ramon area, 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 Ramon 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 Ramon, 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 Ramon, CA

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

  • Population: 75,648
  • % of Population 62 Years and Over: 13.1%
  • Average Home Value: $964,400
  • Average Monthly Housing Cost: $2,985
  • Average Household Income: $186,911
  • 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 Ramon, CA


BIG SKY ASSET MANAGEMENT LLC

Website

(925) 790-2894

12657 Alcosta Boulevard
Suite 400
San Ramon, CA 94583

SEC#: 801-61915
Years in Business: 18 years

PRESIDIUM PARTNERS, LLC

Website

(925) 790-0400

2400 Camino Ramon
Suite 178
San Ramon, CA 94583

SEC#: 801-110121
Years in Business: 4 years

ACCRETIVE WEALTH MANAGEMENT, LLC

Website

(925) 365-1533

12657 Alcosta Boulevard, Suite 150

San Ramon, CA 94583

SEC#: 801-118792
Years in Business: 0 years

BRIDGEBAY FINANCIAL, INC.

Website

(925) 743-0200

2603 Camino Ramon
Suite 200
San Ramon, CA 94583

SEC#: 801-108193
Years in Business: 4 years

PROSPERITY WEALTH MANAGEMENT, INC.

Website

(925) 791-4444

2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583

SEC#: 801-101485
Years in Business: 5 years

AMERICAN INVESTORS CO

Website

(925) 866-2882

2440 Camino Ramon, Suite 103

San Ramon, CA 94583

SEC#: 801-57838
Years in Business: 20 years

INSIGHT CAPITAL MANAGEMENT, LLC

Website

(925) 362-9571

2001 Crow Canyon Road
Suite 150
San Ramon, CA 94583

SEC#: 801-110464
Years in Business: 4 years

CONSILIUM WEALTH MANAGEMENT

Website

(925) 365-1087

3160 Crow Canyon Rd, Suite 150

San Ramon, CA 94583

SEC#: 801-71907
Years in Business: 10 years

SIMPLEX WEALTH MANAGEMENT

Website

(925) 804-6468

3160 Crow Canyon Rd, Suite 150,

San Ramon, CA 94583

SEC#: 801-101496
Years in Business: 5 years

GOLDSTEIN MUNGER + ASSOCIATES

Website

(925) 552-1400

18 Crow Canyon Court
Suite 250
San Ramon, CA 94583

SEC#: 801-56711
Years in Business: 21 years