Find a Financial Planner in Sausalito, CA


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We Only Work With The Best Sausalito Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

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Our partners will also never sell proprietary investment products


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


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Sausalito, CA

  • Financial Advisor Close to Sausalito, 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 Sausalito Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Sausalito area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
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 Sausalito, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
37.3% of Sausalito'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 Sausalito area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Sausalito area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Sausalito 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 Sausalito 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 Sausalito 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 Sausalito 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 Sausalito, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.


Sausalito, CA, Financial Advisor FAQs

Financial advisors are money experts that can help you improve your overall financial standing. They can help you with paying or even reducing your taxes, finding manageable ways to pay back debts, plan for retirement, improve your credit score, and much more. Financial advisors don’t always have to take the form of people sitting behind desks who you meet with regularly. Although advisors like that certainly exist, nowadays there are also online and robo-advisors that can offer similar functionality for a more reasonable costs. Many traditional advisors have to mandate extremely high account minimums ($250,000+) in order to make their work profitable. Online and robo-advisors don’t have the same concerns, and so they are far more flexible for the average person.
The city of Sausalito is situated near the north end of the Golden Gate Bridge. The name of the city comes from the spanish sauzalito, which means “small willow grove.” Sausalito has a Mediterranean climate consistent with the northern California area, however the temperatures are lower than normal due to the onshore breezes coming from San Francisco. Advisors in Sausalito also operate in these areas: Bay Area, Walnut Creek, East Bay, Moraga, Orinda, Oakland, Pleasanton, Berkeley, Dublin, Contra Costa county, and the larger Lafayette area.


Find a Fee-Only Financial Planner Near Sausalito, CA

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

  • Population: 7,116
  • % of Population 62 Years and Over: 37.3%
  • Average Home Value: $1344,800
  • Average Monthly Housing Cost: $2,512
  • Average Household Income: $210,308
  • 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 Sausalito, CA



(415) 962-2526

30 Liberty Ship Way #3225

Sausalito, CA 94965

SEC#: 801-66098
Years in Business: 15 years



(415) 944-6457

1 Harbor Dr. Suite 300

Sausalito, CA 94965

SEC#: 801-111030
Years in Business: 4 years



(415) 636-9523

30 Liberty Ship Way
Ste. 3220
Sausalito, CA 94965

SEC#: 801-116744
Years in Business: 2 years



(415) 650-7129

85 Liberty Ship Way
Suite 201
Sausalito, CA 94965

SEC#: 801-110846
Years in Business: 4 years



(415) 339-4300

Three Harbor Drive
Suite 204
Sausalito, CA 94965

SEC#: 801-57184
Years in Business: 21 years



(415) 345-8185

30 Liberty Ship Way
Sausalito, CA 94965

SEC#: 801-63195
Years in Business: 15 years



(415) 894-0077

Three Harbor Drive
Suite 213
Sausalito, CA 94965

SEC#: 801-101498
Years in Business: 6 years



(415) 561-3340

1505 Bridgeway
Suite 208
Sausalito, CA 94965

SEC#: 801-62022
Years in Business: 18 years



(415) 289-1010

30 Liberty Ship Way
Suite 3330
Sausalito, CA 94965

SEC#: 801-57739
Years in Business: 20 years



(415) 331-3590

501 Humboldt Avenue, 2nd Floor

Sausalito, CA 94965

SEC#: 801-100384
Years in Business: 6 years