The Best Financial Advisors in San Francisco

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 San Francisco Financial Advisor

Altum Wealth Advisors

We take an objective, unbiased approach to financial planning and wealth management tailoring each unique plan to work toward enhancing, protecting, and ultimately transferring our clients’ wealth.

In addition, we provide retirement plan, pension plan, and other qualified plan services, such as 401(k) and 403(b) plans, for plan sponsors and their participants. As independent financial advisors, we provide comprehensive wealth management, financial planning, and investment management services to individuals, families, trusts, estates, business owners, professionals, and entrepreneurs.

Custom, Cost-Effective

Customized financial plans & cost-effective portfolios based on academic research – not sales quotas.

You Deserve Better

As independent financial advisors & fiduciaries, we can help you take control of your financial life.

Get a Second Opinion

A second opinion from a CERTIFIED FINANCIAL PLANNER™ professional can help protect your financial health.

Wealth Management

More than just investment advice.

Investment Approach

Diversify broadly, minimize risk & cost.

Fiduciary Oath

Always put our clients’ interests first.

Services

Retirement planning and income strategies
Comprehensive financial planning
Investment portfolio design and management
Risk management and insurance planning
Strategies for concentrated equity positions
Multigenerational strategies

1074 East Ave ,CA 94129

Babylon Wealth Management

Babylon Wealth Management is a fee-only financial advisor for busy professionals and families based in San Francisco and Walnut Creek, CA.

We provide personalized, objective, and fiduciary financial advice to ENABLE YOU to make SMART FINANCIAL DECISIONS so you can PURSUE YOUR DREAMS.

WHY WE ARE DIFFERENT

Personal Approach
We are a boutique wealth management firm in the San Francisco Bay Area, committed to helping you achieve your personal and financial goals.
Investment Expertise
Employing our proprietary BESPOKE ALPHA® strategy, we invest in high growth, innovative, and socially responsible companies with strong management and vision for the future.
Fiduciary Commitment
As fiduciary financial advisors, we are committed to providing you with objective and trustworthy investment advice with your best interest in mind.

Services

WEALTH MANAGEMENT

We are one of the top boutique financial advisors that service clients in San Francisco and the Bay Area. Our wealth management firm offers a unique combination of personalized financial planning, expert investment management, tax-smart asset management, estate planning, and risk management.

FINANCIAL PLANNING

Babylon Wealth Management provides personalized financial planning to individuals and families in the San Francisco and the Bay Area. Our advisory services encompass a comprehensive view of your personal and financial life.

CORPORATE RETIREMENT

Our 401k consulting and retirement planning services help busy business owners and entrepreneurs make the most out their corporate 401k and retirement plans.

100 Pine Street, #1250 San Francisco, CA 94111

Boom Planning

We can steer you toward your financial goals. We are a dynamic and holistic financial services firm serving the San Francisco Bay Area and beyond.

Our inclusive team strives to create a meaningful experience that will impact you in a significant way, both personally and financially. With decades of experience, you’ll come away with confidence knowing you’re in the right hands.

Our goal is to empower you to navigate your financial future and help you live the life you dream about. It’s this unique voyage that we aspire to bring to financial services—we want the process to be energetic, engaging, and most of all, effective. Meet the team that can help steer you, your business and your family in the right direction for decades to come.

Services

Retirement design
Tax planning strategies
Risk analysis and management
Estate planning
Investment strategies
Inheritance/trust management
Disability income planning
Business planning
Life insurance needs
Long-term care

847 Sansome 4th Floor, San Francisco, CA 94111

Curtis Financial Planning

At Curtis Financial Planning, our role goes beyond helping women plan for a secure financial future. We’re also committed to empowering our clients to relish life today, on their terms–whether that means pursuing their passions, sharing new experiences with loved ones, or simply investing in items that bring them joy.

Because we believe financial success means more than hitting a target rate of return on your investments each year. It also means living your best life now, and making financial decisions that feel good to you because they align with your values. That’s why we treat every client relationship like a true partnership. Success is personal. And however you define it, we want to help you achieve it.

FIDUCIARY RESPONSIBILITY

As a fee-only Registered Investment Advisor, we are legally bound to provide you with the highest standard of care.

UNBIASED ADVICE

We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.

RESPONSIBLE INVESTING

We consider both financial gain and social and environmental impact when making investment decisions on behalf of our clients.

Services

Day-To-Day Financial Management
We help you understand and manage your finances today, so you can make financial decisions that support your passions, values, and desired future.
Financial Planning & Goal Setting
Whether you are working towards retirement or have recently acquired wealth, we help you identify and achieve your near- and long-term financial goals.
Responsible Investment Management
We design and oversee an investment strategy that supports your financial plan while considering the impact on society and the environment.

2655 Haverhill Drive Oakland, CA 94611

Gateway Financial Advisors

Whether you’re a business owner building an empire, a parent with a passion for donating to charitable causes, a sports star with a reputation to uphold, or a widow looking to provide a stable life for your kids, we are that partner you’ve been searching for.

Our approach is personalized for every person, every situation, and every opportunity we encounter. We do more than financial planning – we help our clients build a Quality Life Plan.

Gateway Financial Advisors, Inc. is a privately owned financial services company committed to providing industry-best service, a superior portfolio of products, and unmatched expertise.

We care about each and every relationship and use a personalized approach to focus on growing, conserving, and protecting your wealth.

Services

Financial Planning
Fee-Based, Asset Management, Portfolio Analysis, Business and Quality Life Plans
Insurance
Life, Disability, Auto, Home, Annuities, Long Term Care, Asset and Income Protection
Investments
Stocks, Bonds, Mutual Funds, General Securities, Variable Products and Variable Life
Asset Management
Estate and Philanthropic Planning, Alternative Investments, Liability and Liquidity Mgmt
Employee Benefits
Medical, Dental, Vision, HSA and Qualified Pension Plans, Long and Short Term Disability
Gateway Benefit Suite
Telemedicine, ID Protection, Retail Savings, Roadside Services, Travel Savings, Tech Experts

San Ramon, CA 94583

KB Financial Advisors

KB Financial Advisors provides financial planning and wealth management to tech industry professionals with stock options. We are conveniently located in the heart of San Francisco; our office may be just a short walk from yours.

With virtual or in-person meetings, day and night slots, we can accommodate your busy schedule. From taxes to investments, insurance to estate planning, we can help you get organized and build wealth.

Our Strategies

Stock Option Analysis
Investments
Taxes
Insurance
Estate Planning & Gifts
Way to Wealth Portal

Services

Comprehensive Wealth Management
If the numbers have gotten really big and making a mistake is very scary, Wealth Management is the service to help you maximize your stock options and grow your wealth. Our San Francisco Wealth Management service is best suited for someone who wants to offload the work and worry of their financial planning to an experienced financial planner.
Financial Planning for Young Professionals
You are a young professional in San Francisco with stock options. You’ve got important questions, but you don’t have millions of dollars (Yet!). On Your Way to Wealth is a great way to get answers, organize a financial plan, and receive ongoing support.
Stock Option Analysis & Stock Option Consulting
Stock options and taxes are confusing. Should you exercise your stock options? Should you sell? Each decision creates both a great opportunity and a potential mistake that could cost you thousands of dollars in unnecessary taxes.

90 New Montgomery St., Suite 1001 San Francisco, CA 94105

Larkspur Financial Advisors

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

At Larkspur Financial Advisors (LFA), we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

Services

Comprehensive Financial Planning
Globally Diversified Allocation with Active Portfolio Management
Tax Efficient Asset Management
Life Insurance Planning
401(k) Company Sponsored Retirement Planning
Regulation D Investments
Annuities
Alternative Investments
Access to Credit
Real-Estate, Energy & Conservation Easements

100 Tamal Plaza Suite 110 Corte Madera, CA 94925

Morling Financial Advisors

At Morling Financial Advisors, we integrate all aspects of wealth management to bring you focused advice that simplifies your decision- making.

Morling Financial Advisors has been serving the financial needs of individuals, families, and businesses across the San Francisco Bay Area since 1999. We invite you to learn more about how Morling Financial Advisors can benefit you.

We offer a complimentary consultation to review your goals, objectives and answer any questions that you may have.

Your financial planner will educate you on your choices, important decisions and factors to consider. We will also illustrate the financial impact of various different decisions, so you can see how you would like to proceed make better informed decisions.

Services

Financial Planning
Each aspect of your wealth affects at least one other dynamic of your overall finances. Our financial planning service helps organize all facets of your wealth.
Investment Management
Your investment strategy should be customized to meet your current risk tolerance and life objectives. We tailor our investment strategy to each client’s needs.

44 MONTGOMERY STREET 35th Floor SAN FRANCISCO, CA

Satori Financial

Satori Financial is an independent financial advisory firm offering objective strategic advice for personal financial decision-making. We focus our work on the planning needs of working professionals and single clients, particularly single women.

Our goal is to help you develop a personal financial strategy that simplifies your financial life, adapts to a changing environment, and aligns your resources with what is most important to you.

It’s called personal finance for a reason: because it’s about you and your family, finances and finding happiness no matter what life doles out, including problems money can’t solve.

Process

Analyze your current financial position, free cash flow, identify financial risks and outline your life goals
Develop a risk management plan and prepare a long-range projection
Review your current asset allocation and assess your risk profile
Examine your tax situation and agree on the investment strategy for you
Develop investment recommendations (FLP only)
Review estate plans, intergenerational needs and any charitable intent (FLP only)
Reassess financial position, have cocktails

Services

Financial Life Planning
Financial Plan Review
Financial Analysis

Satori Financial, San Francisco, CA 94105

HC Financial Advisors

At HC Financial Advisors, we have been serving as financial guides to individuals, families, and businesses in the San Francisco Bay Area since 1986. Based in Lafayette, California, we are committed to providing financial planning and investment management that helps all of our clients find their way through the various transitions and stages of their life.

Because we want to be the advisors you turn to for all of your questions, no matter how big or small, earning your trust is paramount to us. From our start, we have been at the forefront of the fee-only movement—meaning we never earn a commission for the advice we give. And as an independent Registered Investment Advisor, we have a fiduciary obligation to legally and ethically act in your best interest at all times, in all areas of your finances.

FINANCIAL PLANNING CUSTOMIZED TO YOU

We believe that the best way to achieve your goals is to personalize your financial planning. We always start with your objectives and concerns, and build a comprehensive financial plan to address your stressors and help accomplish your goals.

Our personalization extends to your investment portfolio. We will build a customized portfolio that takes into account your objectives, your tolerance for market risk, and your investment timeline.

Services

INCOME AND EXPENSES
INVESTMENTS
INCOME TAXES
PLANS FOR RETIREMENT
INSURANCE NEEDS
EDUCATION FUNDING
BUSINESS SUCCESSION
SOCIAL SECURITY OPTIMIZATION
ESTATE PLANNING

3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA 94549

The Best Financial Advisors in San Francisco

Let us help you find the best financial advisor for your needs.

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

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