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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Pleasanton is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Pleasanton & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Pleasanton?

Looking for a qualified financial advisor in Pleasanton? We can help you by narrowing down your options & listing the best financial advisors in Pleasanton as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Pleasanton near you with the list of certified and vetted Pleasanton financial advisors.

List of Qualified Financial Advisors in Pleasanton, California

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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway, suite 120

Pleasanton, CA 94566

925-223-8868

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Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

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Robert Choy

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

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David Bobrowsky

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

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Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-962-5823

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Value Monitoring Inc.

Value Monitoring Inc.

250 Oak Grove Ave 2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

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Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

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Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901

415-795-8600

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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

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Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758

916-894-9999

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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

List of Additional Financial Advisors in Pleasanton, California*

* Additional advisor listing is provided in partnership with Yext

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Theodore Micka - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3860

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Milad Javaherian - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3813

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BayBridge Capital Group

6602 Owens Drive
Suite 200

Pleasanton, CA 94588
888-440-2224

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Wenxin Yu - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3803

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The Tri-Valley Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3823

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Chase Henley - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3859

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Richard Huber - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3830

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Ernest Guzman - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3801

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Alexander Page - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3827

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William Vaculin - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3870

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Lacey Wedell - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3802

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Michael Cruz - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3809

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James Lacey - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3826

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Pei Ooi

925-462-6098

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The Henley Furlong Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3859

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Vivian Chuan Sun - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3825

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David Lu, CIMA® - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3820

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Tony Tarantino - Ameriprise Financial Services, LLC

4900 Hopyard Rd
Ste 270

Pleasanton, CA 94588
925-469-6100

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Shayna Forbes Felix - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
925-225-2086

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Karen J Goodwin - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
925-523-3490

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Carr Wealth Management

4695 Chabot Drive
Suite 200

Pleasanton, CA 94588
925-484-1671

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Michael J Teague - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3812

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Kingman Lowe - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3865

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BFL Wealth Partners - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
925-225-2080

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Jennifer Loyer - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
925-225-2084

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Daniel Gunadi

7077 Koll Center Parkway
Suite 110-P

Pleasanton, CA 94566
925-462-6098

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Jennifer H Fisher - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3866

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Joseph Hendren Jr. - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3857

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Erica Lubbers - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
925-225-2085

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James Buatti - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
925-225-2090

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The Teague Wealth Management Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3812

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Christopher Symank - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3810

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Chris Alexander - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3829

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Frank B Hemmen - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3814

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The Vaculin Lu Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3870

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James Bizzack - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
925-225-2090

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James R Simpson - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3828

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Clement Wong, MBA - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3288

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Robin Sherwood-Barrie - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3877

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Morgan Stanley Financial Advisors

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3800

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Himawan Brasali

650-558-8916

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Tam Baig - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3850

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Neil D Menzies - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3844

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Bryan Furlong - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3819

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Donald Charles Nejedly - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3838

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Shawn Henley - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3863

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Jyoti Sharma - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3837

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Connor Jace McGuire - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3843

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Michael Alan Cott - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
925-730-3839

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Lavawn Valadez

7077 Koll Center Parkway
Ste 110-P

Pleasanton, CA 94566
925-462-6098

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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