Chat with us, powered by LiveChat

Best San Francisco, California Financial Advisors

Navigating the world of finance can be a daunting task, but finding the right financial advisor can make all the difference. San Francisco, a hub of innovation and wealth, boasts a plethora of top-notch financial advisors ready to help you achieve your financial goals. Whether you’re planning for retirement, investing in the stock market, or managing your estate, these professionals provide invaluable expertise and personalized service. Let’s dive into what to look for in a financial advisor, their credentials, and some of the best advisors in San Francisco based on Yelp reviews.

What to Look for in a Financial Advisor

When searching for a financial advisor, it’s crucial to consider several factors to ensure you find the right fit for your financial needs. First and foremost, look for experience. A seasoned advisor with a track record of success is more likely to provide sound advice tailored to your specific circumstances. They should have a deep understanding of various financial products and strategies, and the ability to navigate complex financial landscapes.

- -

Next, consider the advisor’s area of specialization. Some advisors focus on retirement planning, while others might specialize in estate planning or investment management. Understanding your financial goals and aligning them with an advisor’s expertise is essential for effective financial planning. Additionally, evaluate their communication style. A good financial advisor should be able to explain complex financial concepts in simple terms, making you feel comfortable and informed about your decisions.

Another important factor is fee structure. Advisors can be paid through commissions, fees, or a combination of both. Make sure you understand how your advisor is compensated and ensure there are no conflicts of interest that might affect their advice. Transparency in fees is a hallmark of a trustworthy advisor.

Credentials and education are also vital. Look for advisors with certifications like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). These designations indicate a high level of expertise and commitment to ethical standards. Lastly, seek out client reviews and testimonials. Positive feedback from other clients can provide insight into the advisor’s effectiveness and customer service.

Top Financial Advisors in San Francisco

Advisor #1: Wealthfront

Wealthfront is a well-known name in the financial advisory space, offering automated investment services to help you grow your wealth. They are particularly popular among tech-savvy investors who appreciate their user-friendly platform and low fees.

- -
See also  Rebuilding Credit After Gambling Debts Are Resolved

Reviews Highlight: Clients praise Wealthfront for its ease of use, comprehensive financial planning tools, and excellent customer service. Many appreciate the company’s commitment to transparency and low-cost investment options.

Wealthfront
Contact: Wealthfront
Phone: (844) 995-8437
Address: 261 Hamilton Ave, Palo Alto, CA 94301
Yelp Rating: 4.5 stars
Social Media: Facebook, Twitter, LinkedIn

Advisor #2: Personal Capital

Personal Capital offers both automated and personalized investment services, providing a hybrid model that combines the best of both worlds. Their advisors are fiduciaries, meaning they are legally obligated to act in your best interest.

Reviews Highlight: Clients commend Personal Capital for its personalized advice, robust financial planning tools, and transparent fee structure. The ability to speak directly with a financial advisor is a significant plus for many users.

Personal Capital
Contact: Personal Capital
Phone: (855) 855-8005
Address: 3000 El Camino Real, Bldg 4, Suite 500, Palo Alto, CA 94306
Yelp Rating: 4 stars
Social Media: Facebook, Twitter, LinkedIn

Advisor #3: Buckley Wealth Management

Buckley Wealth Management offers comprehensive financial planning and investment management services. They focus on creating personalized financial plans that align with your long-term goals and risk tolerance.

Reviews Highlight: Clients highlight Buckley Wealth Management’s exceptional customer service, personalized attention, and deep financial expertise. They appreciate the firm’s commitment to understanding their unique financial situation and crafting tailored solutions.

- -
Buckley Wealth Management
Contact: Buckley Wealth Management
Phone: (415) 956-1444
Address: 425 California St, Suite 2025, San Francisco, CA 94104
Yelp Rating: 4.5 stars
Social Media: Facebook, LinkedIn

Advisor #4: EP Wealth Advisors

EP Wealth Advisors is a full-service wealth management firm that offers a range of services including financial planning, investment management, and estate planning. They are dedicated to helping clients achieve financial peace of mind.

Reviews Highlight: Clients rave about EP Wealth Advisors’ comprehensive approach to financial planning, attention to detail, and personalized service. The firm’s focus on holistic financial wellness resonates well with clients.

EP Wealth Advisors
Contact: EP Wealth Advisors
Phone: (800) 245-4731
Address: 201 Mission St, Suite 700, San Francisco, CA 94105
Yelp Rating: 4 stars
Social Media: Facebook, Twitter, LinkedIn

Advisor #5: Abacus Wealth Partners

Abacus Wealth Partners focuses on socially responsible investing, making them an excellent choice for clients who want their investments to align with their values. They offer comprehensive financial planning and investment management services.

- -

Reviews Highlight: Clients appreciate Abacus Wealth Partners’ commitment to ethical investing, personalized advice, and knowledgeable advisors. The firm’s dedication to making a positive impact through investment is highly valued by clients.

Abacus Wealth Partners
Contact: Abacus Wealth Partners
Phone: (888) 422-2287
Address: 625 Market St, 10th Floor, San Francisco, CA 94105
Yelp Rating: 4.5 stars
Social Media: Facebook, Twitter, LinkedIn
See also  How to Handle Medical Debt as a Self-Employed Entrepreneur

Advisor #6: Mosaic Financial Partners

Mosaic Financial Partners offers a holistic approach to financial planning, focusing on both the financial and emotional aspects of wealth management. Their services include retirement planning, estate planning, and investment management.

Reviews Highlight: Clients highlight Mosaic Financial Partners’ empathetic approach, comprehensive financial planning services, and knowledgeable advisors. The firm’s commitment to understanding clients’ financial and personal goals is highly praised.

Mosaic Financial Partners
Contact: Mosaic Financial Partners
Phone: (415) 788-1952
Address: 601 Montgomery St, Suite 1800, San Francisco, CA 94111
Yelp Rating: 4 stars
Social Media: Facebook, Twitter, LinkedIn

Credentials to Look for in a Financial Advisor

When it comes to choosing a financial advisor, credentials are a crucial indicator of their expertise and professionalism. The most recognized and respected certifications in the financial advisory field include:

  • Certified Financial Planner (CFP): This certification is awarded to financial advisors who have met rigorous education, examination, experience, and ethics requirements. CFPs are well-versed in various aspects of financial planning, including retirement, estate planning, and investment strategies.
  • Chartered Financial Analyst (CFA): CFAs are experts in investment analysis and portfolio management. This designation is highly regarded in the investment community and indicates a deep understanding of financial markets and investment strategies.
  • Certified Public Accountant (CPA): CPAs specialize in tax planning and accounting, making them an excellent choice for clients with complex tax situations or business owners seeking comprehensive financial advice.
  • Certified Investment Management Analyst (CIMA): This certification focuses on asset allocation, ethics, due diligence, risk measurement, and investment policy. CIMA professionals are well-equipped to manage investment portfolios and provide sophisticated financial advice.
  • Accredited Estate Planner (AEP): AEPs specialize in estate planning and can help clients navigate the complexities of wealth transfer, tax planning, and legacy planning.

Advisor #7: Aspiriant

Aspiriant is one of the leading wealth management firms in San Francisco, offering a comprehensive suite of financial planning services. They cater to high-net-worth individuals and families, providing personalized advice and sophisticated investment strategies.

Reviews Highlight: Clients commend Aspiriant for its expertise in managing complex financial situations, exceptional customer service, and personalized approach. The firm’s commitment to transparency and fiduciary responsibility is highly valued by clients.

Aspiriant
Contact: Aspiriant
Phone: (415) 371-7800
Address: 101 2nd St, Suite 1400, San Francisco, CA 94105
Yelp Rating: 4.5 stars
Social Media: Facebook, Twitter, LinkedIn

Advisor #8: Litman Gregory

Litman Gregory is a boutique wealth management firm that offers personalized financial planning and investment management services. They are known for their research-driven approach and commitment to providing unbiased advice.

Reviews Highlight: Clients praise Litman Gregory for their thorough financial planning process, knowledgeable advisors, and excellent customer service. The firm’s research-based investment strategies and commitment to client education are highly appreciated.

See also  How Medical Debt Can Lead to Social Isolation and Family Conflict
Litman Gregory
Contact: Litman Gregory
Phone: (925) 254-8999
Address: 4 Orinda Way, Suite 200-D, Orinda, CA 94563
Yelp Rating: 4 stars
Social Media: Facebook, LinkedIn

Advisor #9: Parallel Advisors

Parallel Advisors is a comprehensive wealth management firm that offers a range of services, including financial planning, investment management, and tax planning. They are committed to providing personalized advice and building long-term relationships with their clients.

Reviews Highlight: Clients highlight Parallel Advisors’ exceptional customer service, personalized attention, and thorough financial planning process. The firm’s commitment to acting in the best interest of their clients and providing transparent advice is highly valued.

Parallel Advisors
Contact: Parallel Advisors
Phone: (415) 288-0500
Address: 600 California St, 11th Floor, San Francisco, CA 94108
Yelp Rating: 4.5 stars
Social Media: Facebook, Twitter, LinkedIn

Advisor #10: Wade Financial Advisory

Wade Financial Advisory provides comprehensive financial planning and investment management services. They are known for their personalized approach and commitment to helping clients achieve their financial goals.

Reviews Highlight: Clients appreciate Wade Financial Advisory’s detailed financial planning process, knowledgeable advisors, and excellent customer service. The firm’s focus on understanding clients’ unique financial situations and crafting tailored solutions is highly praised.

Wade Financial Advisory
Contact: Wade Financial Advisory
Phone: (408) 369-7967
Address: 2105 S Bascom Ave, Suite 295, Campbell, CA 95008
Yelp Rating: 4 stars
Social Media: Facebook, LinkedIn

How to Choose the Right Financial Advisor

Choosing the right financial advisor is a crucial decision that can significantly impact your financial well-being. Here are some steps to help you make an informed choice:

  1. Identify Your Financial Goals: Before you start looking for an advisor, clearly define your financial goals. Whether you’re planning for retirement, saving for your child’s education, or looking to grow your wealth, having a clear understanding of your objectives will help you find an advisor who specializes in those areas.
  2. Research Potential Advisors: Start by gathering a list of potential advisors. Use online resources, ask for recommendations from friends and family, and check out reviews on platforms like Yelp. Look for advisors with positive client feedback and a strong reputation in the industry.
  3. Check Credentials and Experience: Verify the advisor’s credentials and ensure they have the necessary certifications and experience. Look for designations like CFP, CFA, CPA, or CIMA, which indicate a high level of expertise and commitment to ethical standards.
  4. Evaluate Their Fee Structure: Understand how the advisor is compensated. Some advisors charge a flat fee, while others earn commissions on the products they sell. Ensure the fee structure aligns with your financial situation and there are no hidden costs.
  5. Schedule Interviews: Meet with potential advisors to discuss your financial goals and evaluate their approach. Ask about their experience, areas of specialization, and how they plan to help you achieve your objectives. Assess their communication style and ensure you feel comfortable working with them.
  6. Ask for References: Request references from current or past clients. Speaking with other clients can provide valuable insight into the advisor’s effectiveness and customer service.

By following these steps, you can find a financial advisor who is well-suited to help you navigate your financial journey. Remember, the right advisor will not only provide expert advice but also build a relationship based on trust and transparency.

Get Debt Relief Today

Delancey Street is here for you

Our team is available always to help you. Regardless of whether you need advice, or just want to run a scenario by us. We take pride in the fact our team loves working with our clients - and truly cares about their financial and mental wellbeing.

"Super fast, and super courteous, Delancey Street is amazing"
Leo
$500,000 MCA Restructured Over 3 Years
"Thanks for helping me in literally 24 hours"
Jason
$250,000 SBA Loan Offer in Compromise
"Great choice for business owners who need a trustworthy partner"
Mary
$350,000 MCA Restructured Over 2 Years

In The Media

Delancey Street CEO discusses ways to reward employees
Delancey Street CEO discusses the benefits of franchising on Forbes.
Delancey Street CEO discusses management on AMEX.
Best Colorado Criminal Lawyers

Best Colorado Criminal Lawyers Understanding What to Look For in…

Best California Personal Injury Lawyers

Best California Personal Injury Lawyers When it comes to personal…

Best California Divorce Lawyers

The Best Divorce Lawyers in California: Your Ultimate Guide What…

Best California Criminal Lawyers

Best California Criminal Lawyers What to Look For in a…

Best Arkansas Personal Injury Lawyers

Best Arkansas Personal Injury Lawyers Finding the right personal injury…

Delancey Street simply gets it. You're talking to experts.
Steven Norris
Get Help Today

Ready To Get Started?

If you have questions, feel free to shoot us an email, or fill out our live chat.

Schedule Consultation
Call Now For Consultation