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TOP 30 Estate planning advisors in California
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Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 216 Lorton Avenue in Burlingame, California, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. We offer a wide range of financial products and services, including investment management, retirement planning, and estate planning. With a commitment to excellence and a focus on building long-term relationships, Morgan Stanley Financial Advisors is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Lincoln Financial Advisors
Lincoln Financial Advisors is a leading financial institution located at 1510 Fashion Island Boulevard in San Mateo, California. As a trusted name in the world of finance, Lincoln Financial Advisors provides expert guidance and personalized financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Lincoln Financial Advisors is dedicated to providing top-tier financial services to clients in the United States.
SDM Advisors - Wealth Management
SDM Advisors - Wealth Management is a prestigious finance institution located at 235 Montgomery Street in the bustling city of San Francisco, California, United States. With a team of experienced financial advisors and experts, SDM Advisors offers a wide range of wealth management services to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning, SDM Advisors is dedicated to providing personalized and comprehensive solutions tailored to meet your individual needs. Trust in SDM Advisors to guide you towards financial success and prosperity.
Merrill Lynch Financial Advisor Dane R Tinley
Merrill Lynch Financial Advisor Dane R Tinley is a reputable finance institution located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help guide you every step of the way. Trust Merrill Lynch Financial Advisor Dane R Tinley to provide you with expert financial advice and strategies tailored to your specific needs.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading financial institution located at 300 Tamal Plaza in Corte Madera, California, United States. Specializing in wealth management and financial planning, their team of experienced advisors work closely with clients to create tailored strategies to help them achieve their financial goals. With a focus on personalized service and a commitment to excellence, Mariner Wealth Advisors is dedicated to providing top-notch financial solutions to individuals and families.
EP Wealth Advisors
EP Wealth Advisors, located at 3 Lagoon Drive in Redwood City, California, is a finance and insurance agency dedicated to helping clients achieve their financial goals. As independent financial advisors, they offer a planning-based approach to address each client's unique needs and objectives. With a fee-only approach, they provide objective investment recommendations. Their team of CFPs, tax and estate professionals, and portfolio managers work together to create personalized financial plans for clients, managing changes to investment portfolios and implementing estate, tax, and giving plans. Regular portfolio reviews and updates ensure clients are informed of their progress and any life changes. With a wide range of wealth management services and a local presence across the U.S., EP Wealth Advisors is committed to serving clients at their convenience. Recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles, EP Wealth Advisors offers a personalized touch and deep expertise to help clients focus on what's important to them.
Merrill Lynch Financial Advisor Paul M Luciano
Merrill Lynch Financial Advisor Paul M Luciano is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. They specialize in developing personalized financial strategies for accomplished individuals, including founders, executives, venture capitalists, and entrepreneurs in Silicon Valley and beyond. The institution focuses on cultivating trust-based relationships and providing comprehensive wealth management services. Their team of advisors aims to educate clients and their families on financial planning, ensuring a legacy of financial wisdom across generations. They offer a planning-centered approach, tailored portfolios, and access to a full spectrum of resources from Bank of America. Collaborating with clients' other advisors, such as CPAs and attorneys, they strive for tax minimization and effective estate planning. The institution believes in delivering fact-based strategies, the power of synergy, and tailored communication to help clients achieve their financial goals. Merrill Lynch Financial Advisor Paul M Luciano is committed to consistently delivering value and appropriate solutions to support clients in achieving their financial aspirations.
Lantern Wealth Advisors, LLC
Lantern Wealth Advisors, LLC is a reputable finance institution located at 111 Pine Street in the vibrant city of San Francisco, California, United States. With a team of experienced financial advisors, Lantern Wealth Advisors, LLC provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lantern Wealth Advisors, LLC is dedicated to providing expert guidance and strategies tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Merrill Lynch Financial Advisor Michael H Reid
Merrill Lynch Financial Advisor Michael H Reid is a finance institution located at 2 Belvedere Place, Mill Valley, California, United States. Michael H. Reid, CFA, CFP - Senior Vice President - Wealth Management Advisor, leads a team that tailors portfolios to meet the needs of affluent clients based on their objectives and risk tolerance. With over thirty years of experience, Michael holds multiple financial designations and is dedicated to helping clients achieve their financial goals. Michelle Gipson, Registered Senior Wealth Management Client Associate, brings over thirty years of experience in customer service and operations to the team. Together, they provide personalized financial plans centered on client goals and priorities. Through the Merrill Personal Wealth Analysis™, they help clients document and achieve their financial aspirations.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management is located at 100 Pringle Avenue in Walnut Creek, California. This finance institution offers a unique approach to wealth management, focusing on helping clients transition from building wealth to enjoying it. They believe in overseeing and connecting all aspects of their clients' financial lives, not just their investment portfolios. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors ensures that all financial aspects are considered and integrated. The team of talented wealth advisors at the Walnut Creek office are dedicated to helping clients achieve their long-term financial goals. With years of experience and a commitment to holistic planning, these advisors work closely with clients to create customized financial strategies. Whether it's intergenerational wealth transfer, retirement planning, or investment management, Mercer Advisors' advisors are here to help.
Russell Page - Financial Advisor, Ameriprise Financial Services, LLC
Russell Page, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2233 Olympic Boulevard in Walnut Creek, California, offers a wide range of financial services and expertise. With certifications such as AAMS™, APMA™, AWMA℠, and more, Russell Page is well-equipped to assist individuals with their asset management needs, investment strategies, estate planning, retirement planning, and insurance products. Additionally, Russell Page is trained in specialized areas such as domestic partnership planning, estate planning, fiduciary practices, and portfolio management. With a commitment to ethical practices and ongoing education, Russell Page is dedicated to helping clients make informed financial decisions.
Qiumei Sun - Financial Advisor, Ameriprise Financial Services, LLC
Qiumei Sun is a Financial Advisor at Ameriprise Financial Services, LLC located at 255 Shoreline Drive, Redwood City, California, United States. Qiumei Sun holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Qiumei Sun specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Qiumei Sun is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and professionalism.
Mariner Wealth Advisors
Mariner Wealth Advisors is a premier financial institution located at 6425 Christie Avenue in Emeryville, California, United States. With a team of experienced wealth advisors, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. From retirement planning to estate planning, Mariner Wealth Advisors offers personalized solutions tailored to each client's unique needs and objectives. With a commitment to excellence and a focus on building long-term relationships, they strive to provide exceptional service and guidance to help clients navigate the complexities of the financial world.
EP Wealth Advisors
EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.
Merrill Lynch Financial Advisor Blake M Welpton
Merrill Lynch Financial Advisor Blake M Welpton, located at 1111 Broadway, Oakland, California, United States, offers a comprehensive range of financial services. With over 23 years of experience in the industry, Blake is a seasoned professional who is dedicated to helping clients achieve their long-term financial goals. As a Wealth Management Advisor, Blake holds the Chartered Financial Consultant® and Certified Divorce Financial Analyst® designations, providing expert advice in areas such as investments, wealth management, retirement planning, and estate planning. At Merrill Lynch Wealth Management, Blake and his team focus on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, they can create a customized financial plan that reflects their individual needs. With access to the global resources of Merrill and banking solutions from Bank of America, clients can benefit from a tailored approach designed to help them achieve their financial objectives.
Falcon Wealth Planning
Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.
Merrill Lynch Financial Advisor Paul D Low
Merrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.
Merrill Lynch Financial Advisor Buzz Brown
Merrill Lynch Financial Advisor Buzz Brown is a finance institution located at 1111 Broadway in Oakland, California, United States. Buzz Brown is dedicated to managing your wealth by creating a personalized strategy based on your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Buzz Brown can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Buzz Brown demonstrates a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, Buzz Brown can help you build a personalized plan centered on your goals and focused on what you want to achieve. By getting to know you as an investor and understanding your goals and priorities, Buzz Brown can customize a financial approach to help you pursue what matters most to you. With a focus on understanding your aspirations and helping you manage investment risk, Buzz Brown aims to turn your financial goals into a reality. By regularly checking in to discuss changes in your life and revisiting your financial approach, Buzz Brown can help you stay on track to achieve what's most important to you. Let Buzz Brown help you achieve your financial goals by getting to know you personally and creating a financial approach that reflects your unique needs and priorities. Contact Buzz Brown today to learn more about how they can help you live your best financial life.
Merrill Lynch Financial Advisor Curtis L Bunch
Merrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients. With over 20 years of experience in the financial services industry, Curtis L. Bunch Jr. is a Certified Financial Planner™ and a Certified Plan Fiduciary Advisor, dedicated to helping clients achieve their financial goals. Curtis works closely with clients' accountants, estate attorneys, and other financial professionals to create integrated wealth management plans. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on individual goals. The institution's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service.
AXA Advisors, LLC
AXA Advisors, LLC is a leading finance and insurance agency located at 275 Battery Street in San Francisco, California. As a trusted institution, we specialize in providing comprehensive financial planning and insurance solutions to individuals and businesses. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, AXA Advisors, LLC is here to provide personalized guidance and support. Contact us today to schedule a consultation and start securing your financial future.
Cognizant Wealth Advisors
Cognizant Wealth Advisors is a finance institution located at 530 Lytton Avenue in Palo Alto, California. As an independent, fee-only, fiduciary financial planning and investment firm, we specialize in helping individuals and families make sound financial decisions to build prosperous lives. Our personalized guidance aims to help clients achieve financial independence and retirement peace of mind, allowing them to focus on what truly matters in life. We offer comprehensive advice on diversified portfolios, asset allocation strategies, retirement planning, education savings, health plans, and more. At Cognizant Wealth Advisors, we believe that making the right financial choices today will lead to a secure future. Contact us to start planning for your financial success.
Morling Financial Advisors
Morling Financial Advisors is a highly acclaimed finance institution located at 39355 California Street in Fremont, California, United States. With a track record of excellence, we have been recognized by Financial Advisor Magazine’s RIA Ranking for several consecutive years as one of the top financial advisors in San Francisco. Our team of experienced advisors works diligently to create personalized financial plans tailored to your current situation and long-term goals, taking into consideration your taxes and personal values. Specializing in equity compensation, real estate, private equity, and more, we provide unique solutions and resources for managing your financial assets. As a fiduciary firm, we always act in the best interests of our clients, offering independent advice and a high level of customization. Our expertise in various industries and clientele allows us to deliver exceptional service and results. Partner with Morling Financial Advisors to secure your financial future and focus on what truly matters to you.
Cal Cap Planning Inc
Cal Cap Planning Inc is a finance institution located at 22634 2nd Street in Hayward, California, United States. With a team of experienced financial planners, Cal Cap Planning Inc offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or secure your financial well-being, Cal Cap Planning Inc is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Humanity Wealth Advisors
Humanity Wealth Advisors is a finance institution located at 39899 Balentine Drive in Newark, California, United States. Our team of experienced advisors are dedicated to helping individuals and businesses achieve financial success and security. We offer a wide range of services, including investment planning, retirement planning, estate planning, and more. At Humanity Wealth Advisors, we prioritize the well-being and prosperity of our clients, working diligently to provide personalized solutions that align with their unique goals and aspirations. Trust us to guide you towards a brighter financial future.
Gateway Financial Advisors, Inc. Walnut Creek Branch
Gateway Financial Advisors, Inc. Walnut Creek Branch is a financial institution located at 1801 North California Boulevard in Walnut Creek, California, United States. Specializing in accounting and finance, we cater to a wide range of clients, including business owners, parents, athletes, and widows. Our personalized approach ensures that every client receives a tailored financial plan that helps them achieve their goals and secure their future. At Gateway Financial Advisors, we go beyond traditional financial planning to help our clients build a Quality Life Plan. Our services include fee-based asset management, portfolio analysis, business planning, and more. Whether you need assistance with stocks, bonds, mutual funds, estate planning, or retirement accounts, our team of experts is here to help.
EP Wealth Advisors
EP Wealth Advisors is a finance institution located at 1333 North California Boulevard in Walnut Creek, California, United States. Our priority is helping you achieve your financial goals through our in-depth planning-based approach. As independent financial advisors, we provide objective investment recommendations with our fee-only approach. Our personalized touch and deep expertise allow you to focus on what's important to you. At EP Wealth, we offer a wide range of wealth management services tailored to your unique needs. Your EP Wealth Advisor will work with a team of CFPs, tax and estate professionals, and portfolio managers to build a personalized financial plan. We will manage changes to your investment portfolio and assist with implementing estate, tax, giving, and other plans. Regular portfolio reviews and updates ensure we stay informed of your progress and any life changes.
Scott Stewart, CFP® - Prudential Advisors
Scott Stewart, CFP® - Prudential Advisors is a leading financial institution located at 1990 North California Boulevard in Walnut Creek, California. As a Certified Financial Planner, Scott Stewart offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, clients can trust in the expertise and professionalism of Scott Stewart and his team at Prudential Advisors. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, Scott Stewart, CFP® - Prudential Advisors is dedicated to helping you secure your financial future.
Saranap Wealth Advisors, LLC
Saranap Wealth Advisors, LLC is a premier financial institution located at 1212 Broadway Plaza in Walnut Creek, California. As a trusted wealth management firm, we offer a wide range of financial services to help individuals and families achieve their financial goals. Our team of experienced advisors provides personalized investment strategies, retirement planning, estate planning, and more to ensure our clients' financial success. With a commitment to excellence and a focus on building long-term relationships, Saranap Wealth Advisors, LLC is dedicated to helping our clients secure a prosperous financial future.
Edward Jones - Financial Advisor: Judith S Feuer
Edward Jones - Financial Advisor: Judith S Feuer is a reputable financial institution located at 3201 Danville Boulevard in Alamo, California. Specializing in personalized financial planning and investment services, Judith S Feuer and her team are dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Judith S Feuer is committed to guiding you every step of the way.
Owl and Ore Wealth Planning
Owl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
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