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Find Top Financial Advisors in Novato, California

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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 Novato, 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.

Qualifications of Financial Advisors in Novato

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 Novato, California
Financial Advisor Office Location Phone Number
Kerry Lee
Edelman Financial Engines, LLC
4040 Civic Center Drive,
San Rafael, CA  94903
(925) 227-0555
William Callahan
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
(650) 556-1310

Information on Qualified Financial Advisors in Novato

Qualifications CRD# 2421950
FirmCRD# 104510
Series 63

Compensation/Fee Fee Based Only - No Commissions


Office Location 4040 Civic Center Drive,
Suite 200,
San Rafael,
CA 
94903
Phone Number (925) 2270555

Joined Financial Engines in 2019. Began her career in the financial services industry in 1995. Successfully completed the Series 63 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Psychology from the St. Lawrence University. Kerry enjoys walking and has a goal of walking every street in San Francisco, listing to audiobooks and cooking.

About Edelman Financial Engines, LLC

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 FirmCRD# 155172

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 250 Montgomery Street,
Suite 700,
San Francisco,
CA 
94104
Phone Number (650) 5561310

Office Location 250 Montgomery Street,
Suite 700,
San Francisco,CA  94104

Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.

About Personal Capital Advisors Corporation

Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360° approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.



List of Additional Financial Advisors in or around Novato, California
Financial Advisor Office Location Phone Number
Steve Ethridge
Guardian Investment Management, LLC
1120 Mar West St.,
Tiburon, CA  94920
(415) 765-0428
Joel Kemmerer
The Planners Network Inc
5040 Boulder Lane Santa Rosa,
Santa Rosa, CA  95405
(707) 539-8170
Greg Patterson
The Advisory Group
44 Montgomery Street,
San Francisco, CA  94104
(415) 977-1200

Information on Additional Financial Advisors in or around Novato, California

Steve Ethridge

Guardian Investment Management, LLC

Qualifications CRD# 2703318
FirmCRD# 104935
Series 65

Tel: (415) 7650428
1120 Mar West St.,
Suite D,
Tiburon,
CA 
94920


Joel Kemmerer

The Planners Network Inc

Tel: (707) 5398170
5040 Boulder Lane Santa Rosa,
Santa Rosa,
CA 
95405


Greg Patterson

The Advisory Group

Tel: (415) 9771200
44 Montgomery Street,
Suite 2410,
San Francisco,
CA 
94104


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FREQUENTLY ASKED QUESTIONS

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?