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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Healdsburg
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
6
non-vetted advisors in your local area. These financial advisors in
Healdsburg, California
have an average of
13
years of experience.
NOTE: The list of financial
advisors in
Healdsburg, California
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Healdsburg, California.
| Qualified Financial Advisors in Healdsburg, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Michael Geitner
CFP® VINTAGE WEALTH ADVISORS 700 Main St, Suite 305, Napa, CA 94559 |
13 | Not Specified | Not Specified | Fee-Based |
| Cynthia Leal
Certificate in Blockchain and Digital Assets℠, CRPC® EDELMAN FINANCIAL ENGINES, LLC 3950 Civic Center Drive,, Suite 315, San Rafael, CA 94903 |
17 | Not Specified | Not Specified | Fee-Based |
| Personal Capital
PERSONAL CAPITAL 250 Montgomery Street, Suite 700, San Francisco, CA 94104 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 5092216
Firm CRD# 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
Firm CRD# 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
Firm CRD# 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
Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice. Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Advisory Services Provided:
Portfolio Management, Wealth Management
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Edward Jones Inquire with Edward |
144 Matheson Street, Healdsburg, CA 95448 | 707-433-7827 |
| Edward Jones Inquire with Edward |
144 Matheson Street, Healdsburg, CA 95448 | 707-433-7827 |
| Edward Jones Inquire with Edward |
1270 Healdsburg Avenue, Suite 201, Healdsburg, CA 95448 | 707-433-8424 |
| Edward Jones Inquire with Edward |
16107 Healdsburg Ave, Healdsburg, CA 95448 | 707-395-0256 |
| Edward Jones Inquire with Edward |
1270 Healdsburg Avenue, Suite 201, Healdsburg, CA 95448 | 707-433-8424 |
| Edward Jones Inquire with Edward |
701A Healdsburg Ave, Healdsburg, CA 95448 | 707-433-6139 |
Grow your AUM with pre-qualified leads!
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