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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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Mallory Dinis

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588
(925) 6604722

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George Salter II, JD, MBA, CFP®

Blossom Wealth Management, LLC

PO Box 125

Alamo, CA 94507
(925) 8339999

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Robert Choy

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054
(408) 9163915

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Jason Guehl

Creative Planning

2121 N. California Blvd. Suite 203

Walnut Creek, CA 94596
(925) 7832232

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Jeff White

Creative Planning

2121 N. California Blvd. Suite 203

Walnut Creek, CA 94596
(925) 7836224

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Luke Seiderman

Creative Planning

2121 N. California Blvd. Suite 203

Walnut Creek, CA 94596
(925) 7272289

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Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596
(925) 9625823

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David Bobrowsky, CFP®

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596
(925) 3220799

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Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065
(650) 5561310

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Kerby Woo

Creative Planning

900 E. Hamilton Ave. Suite 238 mail to Suite 100

Campbell, CA 95008
(408) 8578322

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Mark Keyser

Creative Planning

900 E. Hamilton Ave. Suite 238 mail to Suite 100

Campbell, CA 95008
(630) 4224999

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Rollan Dizon

Creative Planning

900 E. Hamilton Ave. Suite 238 mail to Suite 100

Campbell, CA 95008
(408) 7479133

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Niagara Credit Income Fund

Lateral Investment Management

400 S El Camino Real
Suite 1100

San Mateo, CA 94402
(650) 3962200

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Randy Morse

Creative Planning

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San Francisco, CA 94010
(650) 4410349

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104
(650) 5561310

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104
(650) 5561310

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Darren Kalb

Creative Planning

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El Dorado Hills, CA 94109
(415) 3142436

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William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901
(415) 7958600

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Robert Choy

Edelman Financial Engines, LLC

4040 Civic Center Drive
Suite 200

San Rafael, CA 94903
(415) 7415936

List of Additional Financial Advisors in Pleasanton, California*

* Additional advisor listing is provided in partnership with Yext

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James Bizzack - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
9252252090

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Tony Tarantino - Ameriprise Financial Services, LLC

4900 Hopyard Rd
Ste 270

Pleasanton, CA 94588
9254696100

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James Buatti - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
9252252090

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BayBridge Capital Group

6602 Owens Drive
Suite 200

Pleasanton, CA 94588
8884402224

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The Henley Furlong Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303832

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Jyoti Sharma - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303837

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Jennifer Loyer - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
9252252084

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Michael Guerra - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303875

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Robin Sherwood-Barrie - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303877

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Michael J Teague - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303812

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Chris Alexander - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303829

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Clement Wong - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303288

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The Teague Wealth Management Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303812

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Connor Jace McGuire - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303843

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James R Simpson - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303828

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Michael Cruz - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303809

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Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303800

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Joseph Hendren Jr. - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303857

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Kingman Lowe - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303865

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Lacey Wedell - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303802

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Michael Alan Cott - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303839

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Vivian Chuan Sun - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303825

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Milad Javaherian - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303813

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Christopher Symank - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303810

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Erica Lubbers - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
9252252085

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Kris Watts - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303851

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James Lacey - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303826

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Carr Wealth Management

4695 Chabot Drive
Suite 200

Pleasanton, CA 94588
9254841671

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Theodore Micka - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303860

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Shayna Forbes Felix - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
9252252086

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Richard Huber - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303830

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Bryan Furlong - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303819

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William Vaculin - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303870

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Priti Manglik - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303845

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Greg Yount - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303874

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Donald Charles Nejedly - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303838

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Neil D Menzies - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303844

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David Lu, CIMA® - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303820

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Frank B Hemmen - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303814

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Chase Henley - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303859

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Alexander Page - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303827

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Ernest Guzman - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303801

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The Yount Goggin Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303883

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Jennifer H Fisher - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303866

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Karen J Goodwin - Ameriprise Financial Services, LLC

3825 Hopyard Rd
Ste 124

Pleasanton, CA 94588
9255233490

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The Sherwood/Javaherian Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303800

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The Vaculin Lu Group - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303870

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Pleasanton Wealth Financial Advisors: Samah Naguib, CFA

218 Ray Street

Pleasanton, CA 94566
9254259238

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Tam Baig - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303850

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Wenxin Yu - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303803

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Shawn Henley - Morgan Stanley

4309 Hacienda Drive
Ste 200

Pleasanton, CA 94588
9257303863

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Main Street Financial Services

2186 Rheem Dr
#B-1

Pleasanton, CA 94588
9254843828

* 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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