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Top Rated Financial Advisors in San Mateo, 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 San Mateo, 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 San Mateo, 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 San Mateo, 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.

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Hans Reese

New Stage Investment Group<sup>&reg;</sup>
CFP®, CRPC®, AAMS®
Hans Reese, a financial fiduciary, provides financial services to clients in the San Mateo, California area. Hans holds a CFP®, CRPC®, AAMS® certification. Hans has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • Risk Management
  • Education Funding and Planning
  • Financial Advice & Consulting
  • Financial Planning for Individuals

    Name(s) of Custodian(s):
    LPL Financial

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The Peregrine Private Client Group of Oppenheimer & Co. Inc.

The Peregrine Private Client Group of Oppenheimer & Co. Inc., a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the San Francisco, California area.
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Mark Sikich

Edelman Financial Engines, LLC
Mark Sikich, a financial fiduciary, provides financial services to clients in the Santa Clara, California area. Mark has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Paul Stanley

Granite Bay Wealth Management LLC
CPM, CFP®
Paul Stanley, a financial fiduciary, provides financial services to clients in the Walnut Creek, California area. Paul holds a CPM, CFP® certification. Paul has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

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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.

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

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