Financial Advisors in or around San Francisco, California

Nickalus Ketcham, CFP (CRD#:4110686) is an experienced financial advisor with Ketcham Capital, located at 1670 South Amphlett Blvd, Suite 214, San Mateo, CA 94402. Nickalus has over 12 years of experience as a financial services professional/consultant.

About the Firm: Ketcham Capital is committed to helping successful individuals and families make the most of their time and money. They offer fresh perspectives and creative thinking, backed by cutting-edge technology and customized wealth management solutions. Ketcham capital offers a full array of investment capabilities, including leading third-party investment managers, group benefits, and insurance.

Nickalus's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI), Annuities, Insurance. Nickalus is licensed for the following insurance and annuities products: Annuity, Disability, Health, HMO, Life, Long Term Care, Variable Annuity, Variable Life.

Nickalus's portfolio size requirement is $100,000. Nickalus's compensation methods: Flat Fee, Based on Assets, Commissions.

Nickalus can be reached at (650)378-2434 and is generally available for a meeting at firm's office, at your home, at your office, via phone, via email.

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WiserAdvisor >   California >   San Francisco 

Premium Financial Advisors Listing

Zain Griffith, Financial Advisor from San Francisco, California Zain Griffith


(415) 748-9181
One Sansome Street,
Suite 3500,
San Francisco, CA   94104
Distance : 1 miles

Expect More From Your Financial Advisor((

Dash Investments is a privately owned, fee-only independent investment advisor. The firm manages private client accounts for individuals and families across America and was ranked by "Money Magazine" as one of the top financial advisors in the country.

Catering to the individual invest.......

Barbara Rosenblum , Financial Advisor from San Francisco, California Barbara Rosenblum


(415) 771-2631
1388 Sutter St.,
Suite 725,
San Francisco, CA   94109
Distance : 1 miles

*Women owned firm
*Team approach to management
*Fee based independent Registered Investment Advisor
*Multi-cap growth
*Customize portfolios individual equities and fixed income securities
*Balanced or all equity portfolios.......

Henri Moudi, Financial Advisor from San Francisco, California Henri Moudi


(415) 363-0406
575 Market Street, Suite 2750,
San Francisco, CA   94105
Distance : 2 miles

Mission Creek Capital Partners provides customized investment
management, advisory and planning services on a discretionary basis for private and institutional clients. Our mission is to preserve, grow and perpetuate client assets with a focus on providing specialized and institutional-quality strategies and solutions. We exist to serve our c.......

Pete Woodring, Financial Advisor from San Francisco, California Pete Woodring


(415) 785-3635
23 Ross Common 4B,
PO Box 1428,
Ross, CA   94957
Distance : 15 miles

Cypress Partners was founded to help you protect, grow and optimize what's most
important to you. Our relationship is a partnership, and it's guided by your
participation in our comprehensive planning process. It begins with a conversation
about your dreams, objectives, values, concerns and personal and professional
relation.......

Greg Friedman, Financial Advisor from San Francisco, California Greg Friedman



750 Lindaro Street,
Suite 130,
San Rafael, CA   94901
Distance : 15 miles

OVERVIEW - Personal Meets Powerful

When we formed Private Ocean in 2009the union of Friedman & Associates and Salient Wealth Managementit was to pursue a distinct vision. Not create the biggest wealth management firm in the country. Create one of the best. Our organization embodies everything weve learned during the past 28 years abou.......

Nickalus Ketcham, CFP, Financial Advisor from San Francisco, California Nickalus Ketcham, CFP


(650) 378-2434
1670 South Amphlett Blvd, Suite 214,
San Mateo, CA   94402
Distance : 16 miles

Ketcham Capital is committed to helping successful individuals and families make the most of their time and money. They offer fresh perspectives and creative thinking, backed by cutting-edge technology and customized wealth management solutions. Ketcham capital offers a full array of investment capabilities, including leading third-party investme.......

Colin Higgins, Financial Advisor from San Francisco, California Colin Higgins


(650) 212-2240
1850 Gateway Drive, Suite 100,
San Mateo, CA   94404
Distance : 17 miles

Golub Group offers investment management and financial planning for individuals, families, registered investment advisors, foundations, and select institutions. Our value-based investment approach focuses on delivering dependable long-term growth and income........

Evor Vattuone, CFP, Financial Advisor from San Francisco, California Evor Vattuone, CFP


(925) 231-0730
1535 N. Main Street,
Suite 210,
Walnut Creek, CA   94596
Distance : 22 miles

We specialize in providing comprehensive, fee-only financial planning & investment management for individuals and families nearing or in the retirement phases of their lives (normally ages 50-75).
We are passionate about working with clients who are interested and willing to participate in the financial planning process. Please check out our.......

David Bobrowsky, CFP, Financial Advisor from San Francisco, California David Bobrowsky, CFP


(925) 231-0891
1981 N. Broadway,
Suite 305,
Walnut Creek, CA   94596
Distance : 22 miles

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. "I enjoy developing long term relationships with my clients through the design and implementation of comprehensive f.......

John Saylor, Financial Advisor from San Francisco, California John Saylor


(925) 230-2969
3189 Danville Blvd,
Suite 280,
Alamo, CA   94507
Distance : 22 miles

Saylor Insurance & Financial Services (SIFS) is led by John Saylor
who has over 20 years experience assisting individuals and
companies with a variety of financial needs. We are an independant
brokerage firm and Fee-based Advisor which allows us to represent
the most appropriate companies and products that meet the needs of .......

Christopher Hanford, Financial Advisor from San Francisco, California Christopher Hanford


(415) 484-5034
1981 N. Broadway,
Suite 305,
Walnut Creek, CA   94596
Distance : 22 miles

It has stood the test of time, and that is the mark of a great design. -Gary Player on Muirfield Golf Course

That is how I approach my business of constructing a portfolio of investments for my clients. The original design is based on the goal of the money, the clients age, and the timeframe for the account. Once established, it sh.......

Mark Sikich, Financial Advisor from San Francisco, California Mark Sikich


(925) 227-0555
5684 Stoneridge Drive Suite A,
Pleasanton, CA   94588
Distance : 30 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Other Financial Advisors Listing

Bernard, Walter Burke, Financial Advisor from San Francisco, California Bernard, Walter Burke
Fundx Investment Group, Llc

235 Montgomery Street, Ste 1049,
San Francisco, CA   94104
R, Stephen Doyle, Financial Advisor from San Francisco, California R, Stephen Doyle
Main Management, Llc

601 California Street,
Suite 620,
San Francisco, CA   94108
James, Wesley Concidine, Financial Advisor from San Francisco, California James, Wesley Concidine
Main Management, Llc

601 California Street,
Suite 620,
San Francisco, CA   94108
James Vincent Grealish, Financial Advisor from San Francisco, California James Vincent Grealish
Protected Investors Of America

235 Montgomery Street,
Suite 1050,
San Francisco, CA   94104
Irving Martyn Ford, Financial Advisor from San Francisco, California Irving Martyn Ford
Protected Investors Of America

235 Montgomery Street,
Suite 1050,
San Francisco, CA   94104
Thomas, Henry Burkhart, Financial Advisor from San Francisco, California Thomas, Henry Burkhart
Savant Investment Group, Llc

461 2Nd Street,
Suite 151,
San Francisco, CA   94107
Steven, Douglas Grandjean, Financial Advisor from San Francisco, California Steven, Douglas Grandjean
Grand Jean Capital Management Inc.

One Market-Steuart Tower,
Suite 2600,
San Francisco, CA   94105

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