Financial advisors in Redwood City, CA

23 match

Albert Hwang
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Steinmetz
Financial advisor at Steinmetz Financial Planning
Steinmetz Financial Planning · $60.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ben Eshaghi
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Pettigrew
Financial advisor at Redwood Park Advisors
Redwood Park Advisors · $170.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Erik Davis
Financial advisor at Navigation Group LLC
Navigation Group LLC · $1.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Beule
Financial advisor at Griffin Black, LLC
Griffin Black, LLC · $355.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Yapaola
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Julie O'rourke
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Goodfriend
Financial advisor at Wealthvalues, LLC
Wealthvalues, LLC · $466.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Mokma
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Hambly
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melody Suehiro
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Miles Amodeo
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Banne
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Qiumei Sun
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Renata Carico
Financial advisor at Carico Private Wealth Management
Carico Private Wealth Management
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Rodriguez
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Ignacio
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samantha Mokma
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Soumyalakshmi Parasuraman
Financial advisor at Griffin Black, LLC
Griffin Black, LLC · $355.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Terrence Palazzolo
Financial advisor at Griffin Black, LLC
Griffin Black, LLC · $355.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler McSween
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Pitney
Financial advisor at Focusyou
Focusyou · $61.9M 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 Redwood City, 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 Redwood City, CA.

How this list works

Before you hire an advisor in Redwood City, CA