Financial advisors in San Rafael, CA

70 match · page 1 of 3

Alexander Heckmann
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Amanda Fox
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
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Andrew Michael
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Anjali Singh
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Brenda Friedlander
Financial advisor at Spectrum Financial Management
Spectrum Financial Management · $278.1M AUM
CFP®VerifiedFinancial planning
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Cameron Ott
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Caroline Weis
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
CFP®VerifiedFinancial planning
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Cassidy Murphy
Financial advisor at Fiduciary Financial Group, LLC
Fiduciary Financial Group, LLC · $1.12B AUM
CFP®VerifiedFinancial planning
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Charles Pyfer
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
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Christine Thibodeaux
Financial advisor at Farther
Farther · $16.01B AUM
CFP®VerifiedFinancial planning
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Daniel Fowler
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Daniel Tripp
Financial advisor at Redwood Grove Wealth Management
Redwood Grove Wealth Management · $151.3M AUM
CFP®VerifiedFinancial planning
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David Krimm
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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David Wolfensperger
Financial advisor at Stewart Wealth Management, Inc.
Stewart Wealth Management, Inc. · $581.5M AUM
CFP®VerifiedFinancial planning
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Dena Izumigawa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Douglas Macdonald
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eduardo Gimenez
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Evan Avery
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Thomas
Financial advisor at Turner Financial Group, Inc.
Turner Financial Group, Inc. · $229.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregg Clarke
Financial advisor at Meritas Wealth Management, LLC
Meritas Wealth Management, LLC · $618.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gustave Ozag
Financial advisor at Westend Capital Management, LLC.
Westend Capital Management, LLC. · $436.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacqueline Remar
Financial advisor at Meritas Wealth Management, LLC
Meritas Wealth Management, LLC · $618.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Costello
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Jared Barnecut
Financial advisor at Stewart Wealth Management, Inc.
Stewart Wealth Management, Inc. · $581.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Dye
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Jennifer Bahi
Financial advisor at Meritas Wealth Management, LLC
Meritas Wealth Management, LLC · $618.9M AUM
CFP®VerifiedFinancial planning
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Jennifer Hodson
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Jennifer Owen
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Dogillo
Financial advisor at Mcclurg Capital Corporation
Mcclurg Capital Corporation · $92.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jill Carothers
Financial advisor at Clarity Wealth Partners
Clarity Wealth Partners
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 Rafael, 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 San Rafael, CA.

How this list works

Before you hire an advisor in San Rafael, CA