Financial Advisors in or around San Jose, California

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   California >   San Jose 

Premium Financial Advisors Listing

Sean O'Bannon, Financial Advisor from San Jose, California

Sean O'Bannon

Distance: 5 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s 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 ...

Robert Galindo, Financial Advisor from San Jose, California

Robert Galindo

Distance: 12 miles

Independent Financial Planner specializing in the areas of Investment Management, Retirement Planning, Estate Planning, Business Planning and Insurance Planning. Securities Licenses: Series 7 (Registered Representative) and Series 66 (Investment Advisor Representative) registrations in the state of CA. *Securities and Advisory Services offered th...

Dirk Gilliard, Financial Advisor from San Jose, California

Dirk Gilliard

Distance: 14 miles

Dirk Gilliard is a Partner of Dan Goldie Financial Services. He is a fee-only, independent financial advisor and financial planner. For over 18 years, he has been helping individual investors and their families realize their investment goals. Dirk manages investment portfolios and provides wealth advisory services to business owners, executives, p...

Mark Sikich, Financial Advisor from San Jose, California

Mark Sikich

Distance: 24 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s 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 ...

Colin Higgins, Financial Advisor from San Jose, California

Colin Higgins

Distance: 26 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....

Nickalus Ketcham, CFP®, Financial Advisor from San Jose, California

Nickalus Ketcham, CFP®

Distance: 28 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...

Other Financial Advisors Listing

Blair Hansen, Financial Advisor from San Jose, California

Blair Hansen

Blair Hansen & Co.

As investment professionals, our office personally manages in excess of $400 million in assets. We offer sound investment advice in building an investment portfolio tailored to each of our clients' n...

Dave Samuels, Financial Advisor from San Jose, California

Dave Samuels

Corinthian Wealth Management

The mission of Corinthian Wealth Management LLC a registered investment adviser is to assist you in defining and achieving your financial goals while providing a level of service that is unique in our...

Joanne D. Mungall, CFP®, Financial Advisor from San Jose, California

Joanne D. Mungall, CFP®

Joanne D. Mungall

Joanne D. Mungall (CA Insurance License#0E50987) is a Registered Representative and Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Ne...

Dana L. Crosby, CFA, Financial Advisor from San Jose, California

Dana L. Crosby, CFA

Global Portfolio Dimensions, Inc.

Global Portfolio Dimensions, Inc. provides independent, objective, fiduciary investment counsel and strives to help investors compound wealth more efficiently. We design portfolios for investors using...

John Moore, EA, Financial Advisor from San Jose, California

John Moore, EA

Moore Financial Services

We specialize in providing comprehensive, fee based financial planning & wealth management for individuals and families in all phases of their financial lives. Our services include financial plannin...

Charlene Burkhardt , Financial Advisor from San Jose, California

Charlene Burkhardt

Moore Financial Services

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Our service...

Richard Holbrook, Financial Advisor from San Jose, California

Richard Holbrook

Holbrook Global Strategies

Your individual needs, goals and risk tolerance should be the unique factors that drive every financial decision you make. We can help you make the most of your choices. By taking a global investme...

Aaron Johnson, Financial Advisor from San Jose, California

Aaron Johnson

Trilogy Financial Services

Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the be...

Greg Albin, Financial Advisor from San Jose, California

Greg Albin

Pacific Brokers

Specialists in employee benefit packages. Our services include a free "benefits" web site for groups of 10 or more employees....

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Financial Advisors in California, CA

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only