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

Jane Scarbrough

Scarbrough Financial Group, LLC
CFP®
Jane Scarbrough, a financial fiduciary, has been a Paladin Registry member since 2006. Jane is the owner of Scarbrough Financial Group, LLC. Jane holds a Certified Financial Planner certification. Jane has over 30 years of experience. Jane provides financial services to clients in the Santa Rosa, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Texas
  • Investment Products for Commission: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • District of Columbia
    • Idaho
    • Kansas
    • Kentucky
    • Maine
    • Maryland
    • Massachusetts
    • Missouri
    • Nevada
    • New Mexico
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Texas
    • Washington
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • LPL Financial
  • AssetMark
  • Pershing

William Callahan CFA, CFP®

Callahan Financial Planning
CFA® CFP®
William Callahan CFA, CFP®, a financial fiduciary, has been a Paladin Registry member since 2010. William is the owner of Callahan Financial Planning. William holds Chartered Financial Analyst , Certified Financial Planner certifications. William has over 14 years of experience. William provides financial services to clients in the San Rafael, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Colorado
    • Iowa
    • Nebraska
    • Texas
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • Charles Schwab
  • TIAA-CREF

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Richard Schultz

Pacific Investment Research
CFP®
Richard Schultz, a financial fiduciary, has been a Paladin Registry member since 2009. Richard is the owner of Pacific Investment Research. Richard holds a Certified Financial Planner certification. Richard has over 27 years of experience. Richard provides financial services to clients in the Orange, California area.
  • State Licences:
  • Financial Advice, Services for Fees: California

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Folio Institutional

Pinnacle Asset Management, Inc

Pinnacle Asset Management, Inc.
Pinnacle Asset Management, Inc, a financial fiduciary firm, has been a Paladin Registry member since 2014. Kenyon is the owner of Pinnacle Asset Management, Inc. Firm has over 21 years of experience. Pinnacle Asset Management, Inc provides financial services to clients in the Roseville, California area.
  • State Licences:
  • Financial Advice, Services for Fees: California
  • Investment Products for Commission: State List
    • California
    • Texas
  • Insurance Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • New Mexico

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab

Grant Bledsoe

Three Oaks Wealth
CFA® AIF® CFP®
Grant Bledsoe, a financial fiduciary, has been a Paladin Registry member since 2014. Grant is the owner of Three Oaks Wealth. Grant holds Chartered Financial Analyst , Accredited Investment Fiduciary , Certified Financial Planner certifications. Grant has over 15 years of experience. Grant provides financial services to clients in the Gold River, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Oregon
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab

Dirk Gilliard

Buckingham Strategic Wealth
Dirk Gilliard, a financial fiduciary, has been a Paladin Registry member since 2017. Dirk is the partner in Buckingham Strategic Wealth. Dirk has over 28 years of experience. Dirk provides financial services to clients in the Palo Alto, California area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co. Inc.
  • Fidelity Investments
  • TD Ameritrade

Aaron Rubin

Werba Rubin Papier Wealth Management, LLC
CFP® CPA
Aaron Rubin, a financial fiduciary, has been a Paladin Registry member since 2017. Aaron is the partner in Werba Rubin Papier Wealth Management, LLC. Aaron holds Certified Financial Planner , Certified Public Accountant certifications. Aaron has over 10 years of experience. Aaron provides financial services to clients in the San Jose, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Nevada
    • Texas
    • Washington
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Hans Reese

New Stage Investment Group®
AAMS® CFP® CRPC®
Hans Reese, a financial fiduciary, has been a Paladin Registry member since 2018. Hans holds Accredited Asset Management Specialist , Certified Financial Planner , Chartered Retirement Planning Counselor certifications. Hans has over 20 years of experience. Hans provides financial services to clients in the San Mateo, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Hawaii
  • Investment Products for Commission: State List
    • California
    • Florida
    • Hawaii
  • Insurance Products for Commission: State List
    • California
    • Florida

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • LPL Financial

Mike Duffy

Happiness Wealth Management
Mike Duffy, a financial fiduciary, has been a Paladin Registry member since 2019. Mike is the owner of Happiness Wealth Management. Mike has over 27 years of experience. Mike provides financial services to clients in the San Carlos, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Massachusetts
    • Oregon
    • Tennessee
  • Investment Products for Commission: State List
    • California
    • Massachusetts
    • Oregon
    • Tennessee
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL
  • Schwab

Michael Lynch

Lynch Financial Advisors
MBA
Michael Lynch, a financial fiduciary, has been a Paladin Registry member since 2019. Michael is the owner of Lynch Financial Advisors. Michael holds a Master of Business Administration certification. Michael has over 20 years of experience. Michael provides financial services to clients in the Roseville, California area.
  • State Licences:
  • Financial Advice, Services for Fees: California

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fixed Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • Community National Bank

George Salter II, JD, MBA, CFP®

Blossom Wealth Management
CFP®
George Salter II, JD, MBA, CFP®, a financial fiduciary, has been a Paladin Registry member since 2019. George is the owner of Blossom Wealth Management. George holds a Certified Financial Planner certification. George has over 18 years of experience. George provides financial services to clients in the Alamo, California area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Idaho
    • Kansas
    • Michigan
    • Montana
    • Nevada
    • North Carolina
    • Oregon
    • Texas
    • Utah
    • Washington
  • Investment Products for Commission: California
  • Insurance Products for Commission: California

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co.
  • American Funds
  • Equity Institutional

Value Monitoring Inc.

Value Monitoring Inc., a financial fiduciary firm, has been a Paladin Registry member since 2021. Value Monitoring is the owner of Value Monitoring Inc. Firm has over 17 years of experience. Value Monitoring Inc. provides financial services to clients in the Menlo Park, California area.

Additional Information:

Years of Experience:
17 Years

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • View More
    • 401K Rollovers
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

Capstone Financial Group

Capstone Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2021. Capstone is the owner of Capstone Financial Group. Firm has over 19 years of experience. Capstone Financial Group provides financial services to clients in the Folsom, California area.

Additional Information:

Years of Experience:
19 Years

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

Janet Wan

Sierra Pacific Financial Advisors
CFP® CPFA
Janet Wan, a financial fiduciary, has been a Paladin Registry member since 2021. Janet is the owner of Sierra Pacific Financial Advisors. Janet holds Certified Financial Planner , Certified Plan Fiduciary Advisor certifications. Janet provides financial services to clients in the Pleasanton, California area.

Additional Information:

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Michael Geitner

Vintage Wealth Advisors
CFP®
Michael Geitner, a financial fiduciary, has been a Paladin Registry member since 2021. Michael holds a Certified Financial Planner certification. Michael has over 13 years of experience. Michael provides financial services to clients in the Napa, California area.

Additional Information:

Years of Experience:
13 Years

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.