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Find Top Financial Advisors in Redwood City, California

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Redwood City, 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 Redwood City

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 Redwood City, California
Financial Advisor Office Location Phone Number
Personal Capital
Personal Capital Advisors Corporation
3 Lagoon Drive,
Redwood City, CA 94065
650-556-1310
Value Monitoring Inc.
Value Monitoring Inc.
250 Oak Grove Ave 2nd Floor Suite A,
Menlo Park, CA 94025
650-451-3410
Hans Reese
CFP®
New Stage Investment Group®
1900 S Norfolk St, Ste 350,
San Mateo, CA 94403
650-458-0312
Robert Choy
CFP®, CPWA®
Edelman Financial Engines, LLC
3945 Freedom Circle, Suite 950,
Santa Clara, CA 95054
408-565-8572
Andrew Kessler
CFP®
Allworth Financial
1550 The Alameda, Suite 125,
San Jose, CA 95126
888-242-6766
Janet Wan
CFP®, CPFA
Sierra Pacific Financial Advisors
7077 Koll Center Parkway, suite 120,
Pleasanton, CA 94566
925-223-8868
Elevate Capital
CFA
Investment Management
One Embarcadero Center,
San Francisco, CA 94111
415-669-4477
Ken Sakamoto
CRPC®
Edelman Financial Engines, LLC
4301 Hacienda Drive, Suite 100,
Pleasanton, CA 94588
925-660-4720
Personal Capital
Personal Capital Advisors Corporation
250 Montgomery Street,
San Francisco, CA 94104
855-855-8005
650-556-1310
Jason Fang
CFP®
Edelman Financial Engines, LLC
2175 North California Boulevard,
Walnut Creek, CA 94596
925-962-5823
David Roggenkamp
ChFC®
Commonwealth Financial Network
700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939
415-785-4540
William Callahan
CFP®, CERTIFIED FINANCIAL PLANNER, CFA®
Callahan Financial Planning Company
851 Irwin St Ste 201A,
San Rafael, CA 94901
415-795-8600
Cynthia Leal
CPWA®
Edelman Financial Engines, LLC
3950 Civic Center Drive,,
San Rafael, CA 94903
415-941-4905
Michael Geitner
CFP®
Vintage Wealth Advisors
700 Main St,
Napa, CA 94559
707-492-5100

Information on Qualified Financial Advisors in Redwood City

Qualifications FirmCRD# 155172

Compensation/Fee Fee-Based


Office Location 3 Lagoon Drive,
Suite 200,
Redwood City,
CA
94065
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.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

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

About Personal Capital Advisors Corporation

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


Qualifications CRD# 6329981
FirmCRD# 106056

Compensation/Fee Fee Only


Office Location 250 Oak Grove Ave 2nd Floor Suite A,
Menlo Park,
CA
94025
Phone Number 650-451-3410

Value Monitoring Inc (VMI) is a family run financial planning and investment management firm. Dave and Mark Levenson are the company's owners and principal financial advisors. VMI was started by their father in the 80's, and they have worked together as a family since the early 2000s. Over the years, VMI has developed a broad range of financial products and strategies for use in investment portfolio construction, tax planning, and retirement and estate plan designs. Dave is a CERTIFIED FINANCIAL PLANNER™. Mark has a series 7 and is licensed to sell insurance, though VMI only consults on insurance products, we do not sell them. VMI works closely with clients to generate customized financial plans and to help find or create the right investment vehicles, insurance products, and other financial tools to fulfill those plans. At VMI we are not money managers who do financial planning, we are financial planners who manage money. Figuring out how to make our clients' lives better, smoother, and easier is at the center of everything we do.

About Value Monitoring Inc.

Deep Relationships built on mutual trust and respect are key to success. Those who work with us will tell you that we are responsive as well as proactive, and that we communicate honestly. Our team is passionate and thorough in how we assess our clients' financial goals.

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4334724
FirmCRD# 6413
Series 7, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 1900 S Norfolk St, Ste 350,
San Mateo,
CA
94403
Phone Number 650-458-0312

Hans Reese is a CERTIFIED FINANCIAL PLANNER(tm) professional since 2007 and owner of New Stage Investment Group® With over 20 years of industry experience, Hans started his career with Merrill Lynch, before moving to Morgan Stanley and then joined with LPL Financial in 2006. Hans' focus is personal financial planning with a special emphasis on retirement, tax aware investing and the use of lower cost investments. Hans' professional background includes experience in hospitality, international logistics and internet startups. This background provides a rich combination of business experience, international perspective and personal service. Hans was raised in Honolulu, Hawaii and graduated from Punahou. Hans then attended the University of Colorado, Leeds School of Business with a degree in International Business, Finance and a minor in German Language. Hans and his family have close ties to both the Bay Area and Hawaii.

About New Stage Investment Group®

We are an independent, fee-based investment management firm. Our planning advice is ongoing for each stage of your life. Our investment management is a professional process that seeks to use lower cost, tax efficient investments when creating, investing and monitoring a tailored investment portfolio. Put the two together and your result is a simplified pursuit of financial success. Improve your planning. Invest professionally. Save time. Worry less. Hans Reese is a financial advisor with, and securities and advisory services, offered through LPL Financial, a registered investment advisor, Member FINRA www.finra.org, SIPC www.sipc.org.

Advisory Services Provided

Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Insurance Planning


Qualifications CRD# 6711825
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee-Based


Office Location 3945 Freedom Circle, Suite 950,
Santa Clara,
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.

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 CRD# 6211526
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 1550 The Alameda, Suite 125,
San Jose,
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.

About Allworth Financial

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.

Advisory Services Provided

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4537792
FirmCRD# 131738
Series 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


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.

About Sierra Pacific Financial Advisors

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 CRD# 5589714
FirmCRD# 301992
Series 63, 65, 66


Office Location One Embarcadero Center,
Suite 400,
San Francisco,
CA
94111
Phone Number 415-669-4477

Please see our team biography on our website. Thank you

About Investment Management

Our team is composed of institutional asset class experts with over 50 years of combined experience. We bring together a combination and level of expertise typically reserved for only the most sophisticated investors. Our goal is to lead the transformation in the business of giving financial advice to create an industry focused on serving the client, first and foremost, and a tenacious effort to generate long-term successful outcomes. We strive to raise the bar by bringing an institutional level of expertise and resources to the individual client. Think of us as your family office and Elevate your Capital. THE ELEVATE CAPITAL DIFFERENCE TRUST Do you have utmost trust in your investment advisor? Are they a fiduciary? INVESTMENT PERFORMANCE Has your portfolio performed as advertised over time relative to your benchmark? Are you being paid appropriately for the risk you undertake in your portfolio? FEES Do you know how much you pay your investment advisor? Are their fees transparent or do they have layers of hidden fees? Are their fees reasonable? SERVICE Does your investment advisor anticipate your needs and act proactively to provide solutions? Do they call you or do you call them? SOPHISTICATION Does your investment advisor have the appropriate level of sophistication to provide the best solutions to your needs? Or do you feel like you settle for mediocre results? TECHNOLOGY Is your investment advisory firm a leader in developing and implementing technology to create a better client experience and provide better solutions for you?


Qualifications CRD# 1095790
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 4301 Hacienda Drive, Suite 100,
Pleasanton,
CA
94588
Phone Number 925-660-4720

I provide my clients with holistic advice designed to help protect and grow their wealth so they can achieve their financial goals. My wife Jaclynn and I have one daughter. Originally from Hawaii, I enjoy working out and keeping fit.

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


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.

The tools are yours with no obligation. Setting up your dashboard will make your discussion with an Advisor -- whether ours or a competitor's -- more productive.

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

About Personal Capital Advisors Corporation

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


Qualifications CRD# 5243084
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 2175 North California Boulevard,
Suite 800,
Walnut Creek,
CA
94596
Phone Number 925-962-5823

I help people by using holistic financial planning to better understand them and help them most effectively achieve their long-term financial goals. My priority is to be there with you through life's ups and downs and help you constantly evaluate the best path to move forward. My role is to help you make better financial decisions. I am here to help you make better financial decisions.

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 CRD# 1934091
FirmCRD# 8032
Series 7, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


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.

About Commonwealth Financial Network

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/


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.

About Callahan Financial Planning Company

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 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.

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 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.

About Vintage Wealth Advisors

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


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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?