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Top Rated Financial Advisors in Pleasanton, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Pleasanton, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Pleasanton, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Pleasanton, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Janet Wan

Sierra Pacific Financial Advisors

CFP^®, CPFA

Janet Wan, a financial fiduciary, provides financial services to clients in the Pleasanton, California area. Janet holds the CFP^®, CPFA certifications.

Pleasanton, CA

Telephone Advisor

Telephone: 925-223-8868

Visit Advisor Website

https://www.sierrapfa.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $1,000,000

Name(s) of Custodian(s):
TD Ameritrade/Charles Schwab

David Bobrowsky

Gateway Financial Advisors, Inc.

CFP^®, Chartered SRI Counselor, ChFC^®

David Bobrowsky, a financial fiduciary, provides financial services to clients in the Walnut Creek, California area. David holds the CFP^®, Chartered SRI Counselor, ChFC^® certifications. David has over 21 years of experience.

Walnut Creek, CA

Telephone Advisor

Telephone: 925-322-0799

Visit Advisor Website

https://gfainvestments.com/

View Research Report

Additional Information:

Years of Experience:
21 Years

Fee Structure

Fee-Based
Hourly
Commissions
Based on Assets

Asset Requirement: $500,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the San Jose, California area.

San Jose, CA

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

Additional Information:

Fee Structure

Fee-Based

Financial Services Provided:

Retirement Planning
Tax Advice and Services
Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Kristie Cahill

Haven Wealth Management

CFP^®, CEP^®

Kristie Cahill, a financial fiduciary, provides financial services to clients in the San Francisco, California area. Kristie holds the CFP^®, CEP^® certifications. Kristie has over 22 years of experience.

San Francisco, CA

Telephone Advisor

Telephone: 415-878-1177

Visit Advisor Website

https://www.thehavenwealth.com

View Research Report

Additional Information:

Years of Experience:
22 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Risk Management

Name(s) of Custodian(s):
Charles Schwab and Fidelity

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Los Gatos, California area.

Los Gatos, CA

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

Additional Information:

Fee Structure

Fee-Based

Financial Services Provided:

Retirement Planning
Tax Advice and Services
Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Paladin Advisors

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