Fiduciary Financial Advisors In Sunnyvale, 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 Sunnyvale, CA


  • Financial Advisor Close to Sunnyvale, 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 Sunnyvale, CA Help You?

Financial advisors help you take control of your finances. 

Partnering with a financial advisor near Sunnyvale would allow you the personalized relationship of a trusted and trained financial professional.

If you have a financial goal, be it retirement, college, home ownership, or just making better investments, a financial advisor can help to achieve your goal.

Financial advisors will work with you to craft a personalized financial plan that is suited to your needs, goals, investment strategy, and so on. 

While planning is the primary service financial advisors provide, many also will make investments on behalf of their clients.

This often includes trading securities, managing a 401(k) or IRA, or even working in other investments such as real estate or art.

 

The Value Of A Retirement Financial Advisor in Sunnyvale, 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 Sunnyvale, 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 Sunnyvale, CA

Bordered by San Jose on the North and Cupertino on the South, Sunnyvale is one of the major cities in SIlicon Valley. Sunnyvale is home to a variety of technology companies including Yahoo!, LinkedIn, and Juniper Networks. The city has a temperate, Mediterranean climate, like the rest of the San Francisco Bay area. The city is the seventh most populous in the Bay area, so our financial advisors can serve as many clients as possible.

Financial advisors in Sunnydale also serve these locations:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Sunnyvale, 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.