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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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.
Redwood City
has
8
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
19
non-vetted advisors in your local area. These financial advisors in
Redwood City, California
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Redwood City, 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
Redwood City, California.
| Qualified Financial Advisors in Redwood City, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Personal Capital
PERSONAL CAPITAL 3 Lagoon Drive, Suite 200, Redwood City, CA 94065 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
| Mark Pietrofesa
CFP® SUMMIT FINANCIAL ADVISORS, LLC 109 Baldwin Ave, San Mateo, CA 94401 |
32 | Not Specified | $100,000 | Fee-Based |
| Allworth Financial
ALLWORTH FINANCIAL 1550 The Alameda, Suite 125, San Jose, CA 95126 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
| Janet Wan
CFP®, CPFA SIERRA PACIFIC FINANCIAL ADVISORS 7077 Koll Center Parkway, Suite 120, Pleasanton, CA 94566 |
Not Disclosed | Not Specified | Not Specified | Fee-Only |
| Personal Capital
PERSONAL CAPITAL 250 Montgomery Street, Suite 700, San Francisco, CA 94104 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
| Allworth Financial
CFP® ALLWORTH FINANCIAL 644 North Santa Cruz Ave Suite 4, Los Gatos, CA 95030 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
| David Roggenkamp
ChFC® COMMONWEALTH FINANCIAL NETWORK 700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939 |
31 | Not Specified | Not Specified | Fee-Based |
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
3 Lagoon Drive,
Suite 200,
Redwood City,
CA
94065
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
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:
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
Qualifications
CRD# 1788669
Firm CRD# 6413
Series 7, 24, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
109 Baldwin Ave,
San Mateo,
CA
94401
Phone Number
650-357-9410
Mark is the Co-Founder and an Investment Advisor Representative. He holds a B.S. from The University of Minnesota, has earned the Certified Financial Planner (CFP®) designation and is a member of the Financial Planning Association (FPA). He brings more than 25 years of experience to his clients and his prior affiliations include Raymond James and American Express.
Our mission is to be the single resource for comprehensive financial advice and wealth management for successful executives, business owners and affluent individuals by completely serving their unique financial needs. Our clients rely on us to integrate and organize every aspect of their financial lives, eliminating the need to assemble multiple advisors on their own. Every client benefits from the advice of both partners and a dedicated service specialist.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
1550 The Alameda, Suite 125,
San Jose,
CA
95126
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4537792
Firm CRD# 131738
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
7077 Koll Center Parkway,
Suite 120,
Pleasanton,
CA
94566
Phone Number
925-223-8868
Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning. Janet oversees operations, client relations, business development and strategic planning for SPFA. She leads the investment committee at SPFA to define comprehensive planning strategies and sophisticated investment solutions for clients. She is also responsible for advanced employer retirement planning for small-to-mid size companies.
Sierra Pacific Financial Advisors, LLC (SPFA) is an independent, SEC- Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial advisors with over 110 years of experience helping clients navigate the complexities of managing their finances. We offer financial planning, investment and corporate retirement planning for individuals, families and corporate clients. At SPFA, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives. We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. We demonstrate our distinct expertise in the following areas: " Retirement Distribution Planning with Tax Optimization Strategies for Pre-and-Post Retirees " Tax-aware Strategies of Diversifying Concentrated Stock Positions for Corporate Executives " Core-and-Satellite Investment Strategy for High-Net-Worth Individuals " Tax-advantaged Corporate Retirement Planning for Business Owners and Doctors with Private Practices Serving as fiduciaries, SPFA provides unbiased financial advice with a singular focus on serving clients best interests. Our mission is clear: guide clients to live the life of their dreams through prudent planning and management of their financial resources.
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
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
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:
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
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
644 North Santa Cruz Ave Suite 4,
Los Gatos,
CA
95030
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
700 Larkspur Landing Circle, Suite 199,
Larkspur,
CA
94939
Phone Number
415-785-4540
David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans. David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network® and is a certified Chartered Financial Consultant (ChfC). David was appointed Chartered Financial Consultant® (ChFC®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College. David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.
Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships. Client references furnished upon request. https://www.davidroggenkamp.com/
Top Financial Advisor Firms in Redwood City, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| PERSONAL CAPITAL ADVISORS CORPORATION
3 Lagoon Drive , Suite 200, Redwood City, CA 94065 |
$22,855,329,134 | 86801 |
A percentage of AUM |
| DORSAL CAPITAL MANAGEMENT, LLC
203 Redwood Shores Parkway, Redwood City, CA 94065 |
$4,844,250,099 | 7 |
A percentage of AUM Performance Based |
| TEAM HEWINS, LLC
203 Redwood Shores Parkway , Suite 550, Redwood City, CA 94065 |
$2,448,933,046 | 1373 |
A percentage of AUM Hourly charges Fixed fees |
| SQN INVESTORS LP
203 Redwood Shores Parkway , Suite 260, Redwood City, CA 94065 |
$1,740,569,029 | 4 |
A percentage of AUM Other (PERFORMANCED BASED PROFIT ALLOCATION) |
| NAVIGATION GROUP LLC
3 Lagoon Drive , Suite 110, Redwood City, CA 94065 |
$643,924,235 | 682 |
A percentage of AUM Hourly charges Fixed fees |
| NEXT PLAY CAPITAL, LLC
885 Winslow St., Redwood City, CA 94063 |
$478,266,908 | 29 |
A percentage of AUM Performance Based |
| SER CAPITAL PARTNERS MANAGEMENT, LP
3 Twin Dolphin Drive , Suite 260, Redwood City, CA 94065 |
$281,927,199 | 5 |
A percentage of AUM Performance Based |
| CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
555 Twin Dolphin Drive, Suite 320, Redwood City, CA 94065 |
$256,359,525 | 439 |
A percentage of AUM Hourly charges Fixed fees |
| EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
3 Lagoon Drive , Suite 155, Redwood City, CA 94065 |
$222,083,927 | 694 |
A percentage of AUM Fixed fees |
| GRIFFIN BLACK, INC.
702 Marshall Street , Suite 411, Redwood City, CA 94063 |
$188,953,738 | 526 |
A percentage of AUM Hourly charges Fixed fees |
| OCEANIQ CAPITAL, LLC
275 Shoreline Drive , Unit 120, Redwood City, CA 94065 |
$125,201,605 | 279 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| CERTUS WEALTH MANAGEMENT LLC
303 Twin Dolphin Drive , Suite 600 # 59, Redwood City, CA 94065 |
$93,179,879 | 307 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Andrew Gotianse Inquire with Andrew |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-654-4235 |
| Andrew Andrikopoulos Inquire with Andrew |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-654-4235 |
| Tom Simanek Inquire with Tom |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-654-4235 |
| Tali Alon Inquire with Tali |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-654-4235 |
| The C & G Group Inquire with C |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-226-2106 |
| Qiumei Sun Inquire with Qiumei |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-226-2113 |
| Robert Leland Inquire with Robert |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-226-2091 |
| Thomas Fezler Inquire with Thomas |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-226-2098 |
| Katherine Chappell Inquire with Katherine |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-226-2076 |
| Darien Tung Inquire with Darien |
255 Shoreline Dr, Ste 400, Redwood City, CA 94065 | 650-226-2063 |
Grow your AUM with pre-qualified leads!
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