The Best Financial Advisors in Fremont

Here is our List of the 10 Fremont Financial Advisor
Arola Financial

Since 2002, Arola Associates Financial & Insurance Agency has been working with clients throughout the greater Bay Area to help meet their financial goals. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, especially in retirement. It may take more than just market performance to provide you the confidence you deserve for your financial future.

That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security.

At Arola Associates, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency.

Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

4725 First Street, Suite 215 Pleasanton, CA 94566
BayBridge Capital Group LLC

BayBridge Capital Group was founded with the goal of assisting our clients in every aspect of their personal finances, and throughout the life cycle of their business ventures. Independence, objectivity and delivering superior client service are the core values central to our practice.

As an SEC-Registered Investment Advisor Firm, our goal at BayBridge Capital Group is to provide competent and objective financial advice and investment strategy, accessible to all individuals.

Our professionals offer over half a century of combined experience in financial services. Employing our knowledge with your goals in mind, formulating a sound financial strategy becomes approachable and attainable. Together, we can begin working today on reaching your ideal tomorrow.

Our annual plan design consultations will take into account current demographics of the company, as well as the plan sponsor’s objectives, resulting in custom tailored recommendations to achieve and maintain an optimized plan.

We continuously monitor your plan’s investment menu and design as well as provide meeting minutes and distribute notices on your behalf – all to help you cover your fiduciary bases.

When it comes to plan expenses, we benchmark across recordkeepers on an annual basis to make sure that your plan stays right in line. If there’s a better deal out there, we will negotiate the current contract on your behalf, or assist you with a move to the more cost-effective solution.

6602 Owens Drive, Suite 200 Pleasanton, CA 94588
BlueSky Wealth Advisors

BlueSky Wealth Advisors’ mission is to be indispensable in helping our clients improve their lives through the application of financial planning and investment strategies that address the unique circumstances and goals of each individual or family we serve.

As a client, you will be in exceptionally good hands. We seek out and reward the very best professionals in the industry, purposely employing a high staff-to-client ratio of 18-1, ensuring that you always have someone there to help you.

Everyday we ask ourselves one question, “How are we helping to improve the quality of our client’s lives?” At BlueSky, we have four overarching core values that govern our actions, attitudes and behaviors.

BlueSky CEO and founder, David Blain, CFA developed a step-by-step process that has become the foundation of how we help our clients successfully achieve financial independence.

Services

BlueSky Planning℠
The combination of comprehensive financial planning with our investment management services is one of the most important tools we offer our clients.

BlueSky Investing℠
BlueSky Investing℠ is our proprietary investment management process tailored to evolve with your financial life.

BlueSky Experience
As a client, we want you to feel safe and secure knowing that your financial life will always be on track.

Pleasanton, CA 94566
Carr Wealth Management, LLC

Making a decision to seek financial advice as a means to help realize financial goals is a major step. The needs of today’s investor include advice in various financial areas that can go beyond asset allocation strategies.

Today’s planning needs are expanding as a result of changing demographics and the COVID19 pandemic which remains a major upheaval in our daily lives. Questions such as the following are increasingly common for today’s individuals who are in, or close to retirement, and need advice.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

4695 Chabot Drive Suite 200 Pleasanton, CA 94588
Cents & Sensibility, Inc.

Life is about the journey, not the destination. So why wait until retirement to pursue your passions? As a full-service financial planning firm, we can help you create a financial strategy that empowers you to live a life you love each day.

That means knowing what gets you up and keeps you going each day. It means not waiting until retirement to pursue your passions. And it starts with creating a financial plan that empowers you to live a life you love each day.

With our relationship-driven approach to financial planning, we’ll help you understand how to save and manage your money. More importantly, we’ll find out why you’re saving. Together, we’ll tailor a personal plan that helps you see how every day and dollar you save brings you one step closer to feeling fulfilled in your own happiness, today, and “someday, when you retire.”

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Services

  • Portfolio Management
  • PASSPORT
  • UNION
  • Continuity Plan
5890 Stoneridge Drive Suite 103 Pleasanton, CA 94588
IntoWealth

IntoWealth always aims at a new standard for managing your finances. We have a strong industrial relationship with the largest independent broker/dealer* in the US which allows us to offer our clients objective investment advice and comprehensive financial services.

We thoroughly analyze product research and only select investments and other financial products that are best suited to our client’s needs. In addition, you may rest assured that IntoWealth is free from proprietary products or investment banking relationships.

We are IntoWealth, a group of independent LPL financial advisors, DBA IntoWealth Financial Planning, IntoWealth Investment Management. Securities and advisory services are offered through LPL Financial, A Registered Investment Advisor.

At IntoWealth we work to benefit and enrich the lives of our clients by upholding our high standard of care. We strive to be a nationally recognized, highly ranked independent financial services firm offering our clients unparalleled financial advice, first-class service, and access to investment products for a competitive price.

In an industry that has been tarnished by mistrust and deceit, we are confident you will appreciate working with our independent financial advisors and professional staff that will truly put your best interests first.

The mission of IntoWealth is to provide each client with independent professional advice, excellent service, and most suitable products while acting in his/her best interest at all times. IntoWealth, Striving to Pursue Your Financial Health!.

1551 McCarthy Blvd., Suite 105 Milpitas, CA 95035
Mirador Capital Partners

Our team does rigorous research before making recommendations to our Investment Committee. We’re always evaluating our positioning, so clients are able to succeed in both up and down markets.

Maybe you’re coming to us for advice around managing the increasing complexity of your financial life, contemplating a sale of your business, diversifying an outsized position in your company’s stock, or in the interest of making sure your investment plan is setting you up for success. Regardless, we promise to provide the security and expertise that we would deliver to our own families.

Services

  • What Sets Us Apart?
    We only use an outside manager if we believe they add special value. We seek to minimize frictional costs and tax inefficiencies which can be a material drag on performance over time.
  • Actively Managed Portfolios
    We focus on managing downside risk. Our research team does rigorous analysis before making a recommendation.
  • Financial Planning
    We provide this service at no cost to our clients. We have five Certified Financial Planners® on staff.
  • Charitable Giving
    We advise on millions in donations every year. Our clients rely on us to use the most tax-efficient strategies.
6700 Koll Center Parkway, Ste 230 Pleasanton, CA 94566
Monterey Private Wealth

Your relationship is with a specific advisor, not an anonymous call center. Each of our advisors have advanced education and credentials.

We serve affluent families and business owners who appreciate first-class service. We prefer to meet with you face-to-face, although we can use technology if it’s more convenient for you. And you can expect to be treated with the utmost respect from everyone in our firm.

As your financial matters have grown more complex, it’s not uncommon to find yourself bogged down in the tedious details of managing wealth. Like most successful people, you’d rather spend your time focused on what matters most to you – your family, your business, your life. We help you do that.

Services

  • INVESTMENT MANAGEMENT
    Your wealth faces many threats every day. Inflation gnaws at it. Market volatility buffets it. Poor decisions undermine it. We can help protect your wealth by guiding you through today’s complex financial markets.
  • FINANCIAL PLANNING
    Through face-to-face consultations with our experts, we create your personalized financial plan – your roadmap for a secure future. Wealth is about more than money.
  • BUSINESS RETIREMENT PLANS
    Many retirement plans suffer from high costs (often times hidden), mediocre or poor investments, and lack of service. In most cases we can either 1) save you money or 2) choose better investments in your retirement plan.
4900 Hopyard Road #100 Pleasanton, CA 94588
Rugh Financial, LLC

Rugh Financial is a fiduciary, meaning we don’t sell any products or receive commission or compensation from third parties, eliminating those conflicts of interest. As a fiduciary we provide objective advice and we work solely for you.

Please browse our web site to learn more about us and decide if financial planning and asset management would be of benefit to you. Contact us if you have any questions or would like a consultation.

Services

  • FINANCIAL PLANNING
    Our financial planning process is establishing an advisor-client relationship, identifying your goals and dreams, analyzing and evaluating your situation, developing the most appropriate planning recommendations to meet your goals.
  • INVESTMENT MANAGEMENT
    We offer investment management solutions based on your risk tolerance, time horizon, preferences, and need to take risk (based on your goals).
  • RETIREMENT PLANNING “FINANCIAL INDEPENDENCE”
    Your goals, current situation, and other factors will be analyzed and a realistic projection will be developed. You will learn what adjustments may be needed to become financially independent or remain so.
  • RISK MANAGEMENT
    Risk management is an essential part of any sound financial plan. That said, insurance should only be used to the degree necessary to achieve ones financial goals.

 

2225 E. Bayshore Road, Suite 200 Palo Alto, CA 94303
The R.L. Brown Advisory Group

At The R.L. Brown Advisory Group, we subscribe to the notion that investment portfolios should be more different than alike. We reject the mass market, “one size fits all” asset management style, embracing instead a customized approach based on a thorough evaluation of your financial situation and an in-depth understanding of your unique needs, preferences and objectives.

It’s been said that “a goal without a plan is just a wish.” No where is this more true than in the personal finance rhelm, where goals without plans abound and wishful thinking generally takes the place of rigorous analysis and planning.

At the R.L. Brown Advisory Group, we offer a full suite of planning services to move clients away from such wishful thinking, providing instead an actionable roadmap that maximizes the likelihood of success.

  • Services
  • Financial Planning
    Our most common plans and the questions typically addressed in such plans are listed below. Because each plan is custom-designed, however, the actual content (i.e., analysis, questions addressed, conclusions and recommendations) will vary based on the specific needs of each client.
  • Retirement Plan Solutions
    Company-sponsored retirement plans present some of the most effective ways for owners and employees to save on a tax-advantaged basis. With these advantages, however, comes plenty of rules and complexity.
3015 Hopyard Road, Suite O Pleasanton, CA 94588

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria