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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Healdsburg, 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 andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions ofdollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Healdsburg, California | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Michael Geitner CFP® Vintage Wealth Advisors |
700 Main St, Napa, CA 94559 |
707-492-5100 |
| Cynthia Leal CPWA® Edelman Financial Engines, LLC |
3950 Civic Center Drive,, San Rafael, CA 94903 |
415-941-4905 |
| William Callahan CFP®, CERTIFIED FINANCIAL PLANNER, CFA® Callahan Financial Planning Company |
851 Irwin St Ste 201A, San Rafael, CA 94901 |
415-795-8600 |
| Personal Capital Personal Capital Advisors Corporation |
250 Montgomery Street, San Francisco, CA 94104 |
855-855-8005
650-556-1310 |
Qualifications
CRD# 5092216
FirmCRD# 151298
Series 6, 7, 63, 65
Compensation/Fee
Fee-Based
Office Location
700 Main St,
Suite 305,
Napa,
CA 94559
Phone Number
707-492-5100
Michael Geitner is a Wealth Advisor at Vintage Wealth Advisors. He primarily handles business client's retirement plans such as 401ks and SIMPLE IRAs. Michael also specializes in employee equity compensation including Qualified and Non-Qualified Stock Options, Employee Stock Purchase Plans, 10b5-1 Plans, and Restricted Stock Units. With over 10 years' experience, he looks to enhance the client experience and add additional value to the clients of Vintage Wealth through the financial planning process. Michael is a CFP® professional, A CERTIFIED FINANCIAL PLANNER" is a formal recognition of experience in the areas of financial planning, taxes, insurance, estate planning, and retirement planning. Owned and awarded by the Certified Financial Planning Board of Standards, Inc. the designation is awarded to individuals who successfully complete the CFP Board's rigorous exam, have a college degree, complete a College Level Financial Planning Course, and have passed background checks and continue ongoing annual education programs to sustain their skills and certification. Michael completed his Certificate in Financial Planning from the University of Miami. Michael has his Bachelor of Science degree with a major in Management from Menlo College. He holds his Series 6,7 and 63 through LPL Financial and his Series 65 through Financial Advocates Investment Management. Michael also has his California Life & Health Insurance License #0F17714. Michael is a Calistoga native. He is a member of Kiwanis Club of Napa. When not at Vintage Wealth, you can find him and his wife active at their church, maybe on the golf course, perhaps even fishing or hunting or perfecting his culinary skills on the barbeque at home with family, friends and their two cats, Pinky & Rajah.
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 4816123
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
3950 Civic Center Drive,,
Suite 315,
San Rafael,
CA 94903
Phone Number
415-941-4905
I've been a financial planner since 2005, and in that time, I've helped countless clients think through their lifelong goals and enable them to follow a smart and well-developed plan to achieve their financial milestones. Outside of work, I'm either spending time with my family, walking my dogs, hiking, traveling, watching movies, reading a book, gardening, or working on a DIY project at home.
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.
Qualifications
CRD# 5130499
FirmCRD# 153050
Series 7
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
851 Irwin St Ste 201A,
San Rafael,
CA 94901
Phone Number
415-795-8600
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado. We provide a special form of conflict-free financial advice called fee-only financial planning. This means both the company and all of our financial advisors make a legal and ethical commitment to place the interest of our clients first in everything that we do, and we will never receive a sales commission for anything we do. Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.
Qualifications
FirmCRD# 155172
Compensation/Fee
Fee-Based
Office Location
250 Montgomery Street,
Suite 700,
San Francisco,
CA 94104
Phone Number
855-855-8005
Office Location
250 Montgomery Street,
Suite 700,
San Francisco,CA 94104
Phone Number
650-556-1310
WHY USE PERSONAL CAPITAL
Free Financial Tools
Get 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 Advice
Our 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 Strategy
Customization 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 Fees
You 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 Future
Our 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 Fees
We 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.
Advisory Services Provided:
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?
