WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Carmel, California. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Carmel, California|
|Financial Advisor||Office Location||Phone Number|
1550 The Alameda, Suite 125,
San Jose, CA 95126
Edelman Financial Engines, LLC
3945 Freedom Circle, Suite 950,
Santa Clara, CA 95054
Personal Capital Advisors Corporation
3 Lagoon Drive,
Redwood City, CA 94065
1550 The Alameda, Suite 125,
CA 95126 Phone Number 888-242-6766
Andrew Kessler is a CERTIFIED FINANCIAL PLANNER™ professional, who pursued a career in financial planning as a result of his passion for helping others. He aspires to share his knowledge, create plans for the future and ease financial anxieties for all the clients he serves. Andrew is a graduate of the University of Massachusetts, and proud to be part of the Allworth Financial team. He lives in the East Bay with his wife Whitney and foster dogs.
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Series 7, 66
3945 Freedom Circle, Suite 950,
CA 95054 Phone Number 408-565-8572
As a financial planner since 2000, I work hard to assure my clients that together we can create a workable and livable plan that can help lead them to the financial lifestyle they desire. It may not always be easy but it's definitely worthwhile. Outside of work, I have a passion for art and architecture.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
3 Lagoon Drive,
CA 94065 Phone Number 650-556-1310
WHY USE PERSONAL CAPITAL
Free Financial ToolsGet a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
Personalized AdviceOur team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools used by both you and your advisor we are able to identify and alert you to opportunities so you can act on them.
Customized StrategyCustomization begins by learning about your entire financial situation and goals. From there, we'll determine how much growth you need to reach those goals. Once we're clear on every facet of your financial life, we design a portfolio that reflects your risk and return profile.
Identify Hidden FeesYou could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Discover any hidden investment fees you weren't aware of.
Invest in a Sustainable FutureOur Socially Responsible Personal Strategy (SRI) is a way for you to support and invest in companies more proactively managing environmental, social, and corporate governance related issues, also known as ESG.
Transparent FeesWe charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions. Personal Capital is owned by Empower Retirement, the second largest retirement services company in the US, with $709 billion in assets and 9.4 million participants as of 9/30/2020
Personal Capital provides a unique combination of personalized human advice and free, innovative technology. We have local presences nationwide and fully remote capabilities with clients in all 50 states and $15bn in assets as of 11/30/2020. Join the 2.7 million people who track over $980bn with our free tools, including our Retirement Planner, Investment Checkup™, and Fee Analyzer™. Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.
Portfolio Management, Wealth Management
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?