Find a Financial Planner in Santa Clara County, CA

 

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We did the hard work of finding trustworthy partners in Santa Clara County, CA.

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We Only Work With The Best Santa Clara 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 Santa Clara County, CA


  • Financial Advisor Close to Santa Clara 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 Santa Clara County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Santa Clara County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Santa Clara County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
16.2% of Santa Clara 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 Santa Clara County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Santa Clara County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Santa Clara 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 Santa Clara 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 is a service offered by many financial advisors, planners, and other professionals in the Santa Clara County 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 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 Santa Clara 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 Santa Clara 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 Santa Clara County, CA

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

  • Population: 1927,470
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $987,500
  • Average Monthly Housing Cost: $2,404
  • Average Household Income: $164,962
  • 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 Santa Clara County, CA


WEALTHFRONT ADVISERS LLC

Website

(844) 995-8437

261 Hamilton Ave.

Palo Alto, CA 94301

SEC#: 801-69766
Years in Business: 12 years

CONNECTIVE CAPITAL MANAGEMENT, LLC

Website

(650) 321-4545

385 Homer Avenue

Palo Alto, CA 94301

SEC#: 801-74339
Years in Business: 9 years

MEDIA WEALTH

Website

(650) 252-0550

306 Cambridge Avenue

Palo Alto, CA 94306

SEC#: 801-118648
Years in Business: 1 years

FUTU WEALTH ADVISORS, INC.

Website

(650) 798-5700

720 University Ave
Suite 105
Palo Alto, CA 94301

SEC#: 801-119635
Years in Business: 0 years

HOLBROOK GLOBAL STRATEGIES

Website

(650) 346-2630

635 Bryant Street

Palo Alto, CA 94301

SEC#: 801-62751
Years in Business: 17 years

PALO ALTO WEALTH ADVISORS, LLC

Website

(650) 656-9800

715 Colorado Avenue
Suite A
Palo Alto, CA 94303

SEC#: 801-112956
Years in Business: 3 years

PEAKVIEW CAPITAL

Website

(650) 321-6600

540 University Ave
Suite 350
Palo Alto, CA 94301

SEC#: 801-117763
Years in Business: 1 years

SAND HILL GLOBAL ADVISORS, LLC

Website

(650) 854-9150

245 Lytton Avenue
Suite 300
Palo Alto, CA 94301

SEC#: 801-58002
Years in Business: 20 years

FRANK, RIMERMAN ADVISORS LLC

Website

(650) 845-8100

1801 Page Mill Road

Palo Alto, CA 94304

SEC#: 801-62201
Years in Business: 18 years

REBALANCE LLC

Website

(650) 396-3900

420 Florence St
Suite 210
Palo Alto, CA 94301

SEC#: 801-72723
Years in Business: 9 years