Wealth Management in Pacifica, CA

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List of Firms

Pacifica, CA Wealth Management Firms

Perennial Wealth Management
Location 83 Alameda Ave, Half Moon Bay, CA 94019, USA
Phone (650) 766-6654
Occidental Asset Management, LLC - Burlingame
Location 301 California Dr #9, Burlingame, CA 94010, USA
Phone (866) 520-4985
Foci Wealth Management - Ameriprise Financial Services, LLC
Location 44 Montgomery, Montgomery St Ste 3100, San Francisco, CA 94104, USA
Phone (415) 288-7320
SEC File# 801-70921
CRD# 152374
Location 66 Bovet Rd #310, San Mateo, CA 94402, USA
Phone (650) 638-9600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Orchid Wealth Management
5 out of 5
Location 1281 8th Ave, San Francisco, CA 94122, USA
Phone (650) 334-6104
Wealth Enhancement Group
Location 210 Eureka Dr, Pacifica, CA 94044, USA
Phone (650) 758-0130
RBC Wealth Management Branch - San Francisco
5 out of 5
Location 345 California St, San Francisco, CA 94104, USA
Phone (415) 445-8660
Edward Jones - Financial Advisor: Kelly A Cunningham, CFP®|AAMS™
Location 400 Oyster Point Blvd Suite 438, South San Francisco, CA 94080, USA
Phone (650) 355-2505
Wealth Management in Pacifica, CA

Where Wealth Management Advisors in Pacifica, CA Serve

Nestled in the heart of the San Francisco Bay Area, Pacifica, CA is a city that boasts a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning coastal views of the Pacific Ocean to the rolling hills of the Bay Area, Pacifica offers a unique blend of natural beauty and urban amenities. One of the most iconic landmarks in Pacifica is the Pedro Point Headlands, a scenic park that offers breathtaking views of the ocean and surrounding hills. Other notable landmarks include the Pacifica Pier, the Sanchez Adobe Historic Site, and the Mori Point Trail. Top employers in Pacifica include the Pacifica School District, the City of Pacifica, and the Pacifica Nursing and Rehab Center. The city is also home to a variety of small businesses and startups, making it a hub for innovation and entrepreneurship. Major highways and streets in Pacifica include Highway 1, which runs along the coast, and Skyline Boulevard, which offers stunning views of the Bay Area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Pacifica, CA can benefit greatly from the services offered by a bank. With its location on the coast, many residents rely on the tourism industry for their livelihoods. A bank can provide small business loans to entrepreneurs looking to start or expand their businesses in the area. Additionally, Pacifica is prone to natural disasters such as landslides and earthquakes. A bank can offer insurance policies to protect homeowners and their property from these potential dangers. Furthermore, with the rising cost of living in the Bay Area, many residents struggle to make ends meet. A bank can offer financial planning services and low-interest loans to help residents manage their finances and achieve their financial goals. In short, a bank can be a valuable resource for the people of Pacifica, providing them with the tools and support they need to thrive in their community.

Insurance Broker

Residents of Pacifica, CA can benefit from the expertise of an insurance broker in several ways. With its proximity to the Pacific Ocean, Pacifica is particularly vulnerable to natural disasters such as floods and landslides. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage in case of a disaster. Additionally, Pacifica is a popular tourist destination, which means that homeowners may benefit from liability insurance to protect against accidents or injuries on their property. An insurance broker can also provide guidance on health insurance options for residents who may be self-employed or work for small businesses that don't offer coverage. With so many unique insurance needs, an insurance broker can help Pacifica residents make informed decisions and find the right coverage to protect their homes, businesses, and families.

Retirement Planning

Residents of Pacifica, CA could greatly benefit from the expertise of a retirement planner. With its stunning coastal views and proximity to San Francisco, Pacifica is a desirable place to live for retirees. However, the cost of living in this area can be high, and a retirement planner can help residents navigate their financial options to ensure they can maintain their desired lifestyle. Furthermore, Pacifica is known for its unpredictable weather patterns, which can lead to unexpected expenses for homeowners. A retirement planner can assist residents in creating a financial plan that accounts for potential weather-related expenses and ensures they are prepared for any unforeseen events. Additionally, with the recent wildfires in California, residents of Pacifica may be concerned about the potential impact on their retirement savings. A retirement planner can provide guidance on how to protect their investments and ensure they are adequately insured. Overall, a retirement planner can provide peace of mind and help residents of Pacifica, CA feel confident in their financial future.

Financial Advisor

Residents of Pacifica, CA can benefit from the guidance of a financial advisor in many ways. With its proximity to the Pacific Ocean, Pacifica is a popular destination for surfers and beachgoers alike. However, the cost of living in this coastal city can be high, making it challenging for residents to save for long-term financial goals. A financial advisor can help residents in Pacifica develop a budget that takes into account the high cost of living and the unique expenses associated with living near the coast. Additionally, a financial advisor can help residents navigate the complex tax laws in California, which can be especially challenging for those who own property or run a business in the state. By working with a financial advisor, residents in Pacifica can feel more confident about their financial future and have a better understanding of how to achieve their financial goals.

Mortgage Loan Officer

Residents of Pacifica, CA can greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in the Bay Area, many residents may struggle to afford a home without financial assistance. A loan officer can help residents navigate the complex process of obtaining a mortgage, including identifying the best loan options and securing favorable interest rates. Additionally, Pacifica's unique coastal location may present challenges for some lenders, but a knowledgeable loan officer can help residents find lenders who are familiar with the area and its specific requirements. With the help of a mortgage loan officer, residents of Pacifica can achieve their dreams of home ownership and establish a stable foundation for their future.

Tax Services

Residents of Pacifica, CA could greatly benefit from the assistance of a tax advisor in a variety of ways. With its proximity to the bustling city of San Francisco, Pacifica residents often work in high-paying jobs and may have complex tax situations that require professional guidance. Additionally, Pacifica is located in San Mateo County, which has some of the highest property values in the country, leading to potentially significant tax liabilities for homeowners. A tax advisor can provide advice on tax planning strategies, such as utilizing deductions and credits, to minimize tax liabilities and maximize savings. Furthermore, with Pacifica's proximity to the coast, residents may have unique tax considerations related to owning rental properties or vacation homes. A tax advisor can help navigate these complex tax situations and ensure compliance with all applicable tax laws. Overall, a tax advisor can provide invaluable assistance to Pacifica residents in managing their tax obligations and achieving their financial goals.

Estate Planning Lawyer

Residents of Pacifica, CA can benefit from the expertise of an estate planning lawyer in numerous ways. One specific example would be in regards to their property and real estate. Pacifica, CA is a coastal town that is susceptible to natural disasters such as earthquakes, landslides, and tsunamis. An estate planning lawyer can assist residents in creating a comprehensive plan that addresses potential risks and protects their property. This could include setting up a trust to ensure that their assets are distributed according to their wishes, creating a power of attorney to manage their affairs in the event of incapacitation, and designating beneficiaries for their property. Additionally, an estate planning lawyer can help residents navigate the complex legal system and ensure that their wishes are carried out in a timely and efficient manner. By working with an estate planning lawyer, residents of Pacifica, CA can have peace of mind knowing that their assets are protected and their loved ones are taken care of.


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