Fiduciary Financial Advisors in Silicon Valley, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Silicon Valley, CA


  • Financial Advisor Close to Silicon Valley, 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 Financial Advisor in Silicon Valley, CA Help You?

A financial advisor is a professional whose job it is to assist you with planning and managing your finances. 

This can incorporate retirement planning, mortgage assistance, help with taxes, insurance assistance, investing, and savings advice.

The goal of a financial advisor is to help you determine and establish your financial goals, and then to help you reach them. 

You can also make use of a variety of different advisor types. 

In person advisors are the most common and traditional, but may be expensive. 

Online only advisors are cheaper but may not be able to offer the same level of personal attention. 

Fully automated robo-advisors are the least expensive option, but come with the drawbacks of not having a human element at every level.

 

The Value Of A Retirement Financial Advisor in Silicon Valley, 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 Advisor Near Silicon Valley, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Nearest Partner: 177 Bovet Road, Suite 600, San Mateo, CA 94402


Top Financial Advisors Serving Silicon Valley, CA

Silicon Valley is the epicenter of California’s technology and innovation explosion. Named for the element commonly found in computer components, Silicon Valley refers to roughly the same geographical location as Santa Clara Valley. Fascinatingly, Silicon Valley alone accounts for about one third of all the venture capital investments in the United States. Silicon Valley is also nearby the only Ivy League university outside of the East Coast, Stanford.

The climate is temperate and mild, and receives an average of 330 days of sunlight per year. The warm, dry summers and cool, slightly rainy winters make it a popular area for both business and residence, and tourism in the area is an active industry. All these reasons and more are why our advisors are proud to serve in Silicon Valley.

In addition to serving in this location, we also have advisors serving in these other locations. 

Advisors in Silicon Valley also serve the following locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Silicon Valley, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.