Financial advisors in Fremont, CA

152 advisors · page 1 of 6

Daniel Zachary
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Denise Lo
Financial advisor at Hsbc Securities (USA) Inc.
Hsbc Securities (USA) Inc. · $3.84B AUM
CFP®Verified
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Eunice Scholten
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Hetal Saki
Financial advisor at Saaga Wealth Planning LLC
Saaga Wealth Planning LLC
CFP®VerifiedFinancial planning
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Ka Leung
Financial advisor at Beyond Financial Services
Beyond Financial Services · $176.7M AUM
CFP®VerifiedFinancial planning
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Patricia Williams
Financial advisor at Silicon Private Wealth, LLC
Silicon Private Wealth, LLC · $177.8M AUM
CFP®VerifiedFinancial planning
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Paul Schreiber
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Peter Verbica
Financial advisor at Silicon Private Wealth, LLC
Silicon Private Wealth, LLC · $177.8M AUM
CFP®VerifiedFinancial planning
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Praveen Krishnamurthy
Financial advisor at Empower Financial
Empower Financial
CFP®VerifiedFinancial planning
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Sridhar Krishnan
Financial advisor at Encover Personal Finance
Encover Personal Finance
CFP®VerifiedFinancial planning
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Sylvia Chin
Financial advisor at Morling Financial Advisors, LLC
Morling Financial Advisors, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
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Timothy Liu
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Valerie Tu
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Wa Huong
Financial advisor at Morling Financial Advisors, LLC
Morling Financial Advisors, LLC · $1.05B AUM
CFP®VerifiedFinancial planning
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Wai Chan
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Adam Anakota
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Adam Nieto
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ajay Agrawal
Financial advisor at Ajay Agrawal
Ajay Agrawal · $737K AUM
VerifiedFinancial planning
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Alexander Chin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alina Mihai
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Andrew Renart
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Anna Norman
Financial advisor at Morling Financial Advisors, LLC
Morling Financial Advisors, LLC · $1.05B AUM
VerifiedFinancial planning
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Arvind Chopra
Financial advisor at Sagepointe Advisors LLC
Sagepointe Advisors LLC · $79.6M AUM
VerifiedFinancial planning
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Ben Kim
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Benjamin Chang
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Benjamin Feiner
Financial advisor at Morling Financial Advisors, LLC
Morling Financial Advisors, LLC · $1.05B AUM
VerifiedFinancial planning
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Calum Cunningham
Financial advisor at Silicon Private Wealth, LLC
Silicon Private Wealth, LLC · $177.8M AUM
VerifiedFinancial planning
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Canji Liang
Financial advisor at Hsbc Securities (USA) Inc.
Hsbc Securities (USA) Inc. · $3.84B AUM
Verified
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Carlos Gallardo
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Charlene Burkhardt
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Fremont, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Fremont, CA.

How this list works

Before you hire an advisor in Fremont, CA