Financial advisors in San Mateo, CA

48 match · page 2 of 2

Marina Perry
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Flowers
Financial advisor at Private Portfolios, Inc.
Private Portfolios, Inc. · $293.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mira Ma
Financial advisor at Marim Wealth Planning
Marim Wealth Planning · $31.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Natalia Koritskaya
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Neil Fluken
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nickalus Ketcham
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Stafford
Financial advisor at Vantage Wealth Management, LLC
Vantage Wealth Management, LLC · $1.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roland Bergman
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Schwartz
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Morris
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Schwartz
Financial advisor at International Asset Management
International Asset Management · $173.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Lo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tamaki Faneuff
Financial advisor at Catalyst Private Wealth, LLC
Catalyst Private Wealth, LLC · $370.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thao Pham
Financial advisor at Summitry, LLC
Summitry, LLC · $3.35B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tom O'brien
Financial advisor at Vantage Wealth Management, LLC
Vantage Wealth Management, LLC · $1.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vicky Hsia
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Weifen Cheng
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wenwen Dong
Financial advisor at Empirical Wealth Management
Empirical Wealth Management · $8.43B 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 San Mateo, 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 San Mateo, CA.

How this list works

Before you hire an advisor in San Mateo, CA