Financial advisors in Los Altos, CA

31 match · page 1 of 2

Aileen Low
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alfred Au
Financial advisor at Diversifi Capital Inc
Diversifi Capital Inc · $671.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Annamalai Rajendran
Financial advisor at Family Cfo Inc
Family Cfo Inc · $289.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Blagrove
Financial advisor at Traveka Wealth, LLC
Traveka Wealth, LLC · $730.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Kurz
Financial advisor at Diversifi Capital Inc
Diversifi Capital Inc · $671.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Smith
Financial advisor at Flywheel Private Wealth LLC
Flywheel Private Wealth LLC · $415M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cynthia Gaertner-Bridges
Financial advisor at Kuleana Wealth Advisors
Kuleana Wealth Advisors · $95.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cynthia Wemyss
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Lee
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donghyup Shin
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evan Hirano
Financial advisor at Mok Capital Management
Mok Capital Management · $63.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Khalaf
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeremy McChesney
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Lee
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kanaka Szabo-Cummings
Financial advisor at Gates Pass Advisors, LLC
Gates Pass Advisors, LLC · $207.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katrina Yun-Nikolac
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Ryan
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Knight
Financial advisor at Knight and Company Wealth Advisors, LLC
Knight and Company Wealth Advisors, LLC · $56.9M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Lily Zhang
Financial advisor at Diversifi Capital Inc
Diversifi Capital Inc · $671.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Louise Alexander
Financial advisor at Gates Pass Advisors, LLC
Gates Pass Advisors, LLC · $207.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marina Strasser
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Dingler
Financial advisor at Diversifi Capital Inc
Diversifi Capital Inc · $671.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raymond Vo
Financial advisor at Diversifi Capital Inc
Diversifi Capital Inc · $671.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Lyman
Financial advisor at Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors · $202.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Lyman
Financial advisor at Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors · $202.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean McNally
Financial advisor at Traveka Wealth, LLC
Traveka Wealth, LLC · $730.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Van Der Wal
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sharon Paratte
Financial advisor at Traveka Wealth, LLC
Traveka Wealth, LLC · $730.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sheela Sukhdeo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Lowish
Financial advisor at Diversifi Capital Inc
Diversifi Capital Inc · $671.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Los Altos, 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.

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Financial advisors in Los Altos, CA.

How this list works

Before you hire an advisor in Los Altos, CA