TOP 10 Financial goal planning in Los Altos, California

Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.

Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.

Merrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.

Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.

Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.

Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 164 Main Street, Los Altos, California, United States. Barbara Madden holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-notch financial advice and services. With a strong focus on asset management, retirement planning, estate planning, and investment opportunities, Barbara Madden is well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Additionally, Barbara Madden is dedicated to ongoing education and training to stay current with the latest trends and best practices in the finance industry. Whether you are looking for assistance with portfolio management, wealth transfers, retirement planning, or any other financial need, Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.

Edward Jones - Financial Advisor: Aileen A Low, CFP® is a reputable finance institution located at 4966 El Camino Real in Los Altos, California, United States. Aileen A Low is a Certified Financial Planner who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones - Financial Advisor: Aileen A Low, CFP® is committed to helping clients secure their financial future.

Ester Ng is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 164 Main Street in Los Altos, California. With years of experience in the finance industry, Ester provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ester is dedicated to providing expert guidance and support every step of the way. Contact Ester Ng today to schedule a consultation and take control of your financial future.

Our institution specializes in providing expert tax planning, estate planning, and accounting bookkeeping services using Quickbooks software. Located at 329 South San Antonio Road in Los Altos, California, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax strategies, estate planning, or maintaining accurate financial records, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively and efficiently.

Northwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, investment management, and more. With a team of experienced and knowledgeable professionals, Northwestern Mutual is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you're looking to protect your family's financial future or grow your wealth, Northwestern Mutual is a trusted partner you can rely on.

PiCircle LLC is a finance institution located at 14380 Debell Road, Los Altos Hills, California, United States. We specialize in providing financial services and solutions to individuals and businesses in the area. Our team of experts is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or wealth management, PiCircle LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.

First Republic Bank, located at 400 South San Antonio Road in Los Altos, California, is a full-service institution offering a range of banking and financial services. With a focus on customization and exceptional service, our team is dedicated to providing responsive solutions to meet your needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. When it comes to investing, our experienced team at J.P. Morgan Wealth Management can help you navigate market risks and work towards achieving your financial goals. We offer a variety of investment products and services through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing comprehensive wealth management solutions.

Di Maria & Cone is a renowned institution located at 628 Cuesta Drive in Los Altos, California, United States. Specializing in providing top-notch financial and investment advisory services, the institution is known for its commitment to excellence and personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, Di Maria & Cone offers a wide range of services tailored to meet the unique needs of each individual client. Whether you are looking for retirement planning, wealth management, or investment advice, Di Maria & Cone is the trusted partner you can rely on for expert guidance and support. Visit their office today to see how they can help you secure your financial future.

Charles Schwab is a renowned financial institution located at 240 3rd Street in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is a trusted partner that you can rely on.

Cerity Partners is a leading financial institution located at 779 Altos Oaks Drive in Los Altos, California, United States. Specializing in comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to transparency and integrity, Cerity Partners is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

DiversiFi Capital is a finance institution located at 1013 El Camino Real in Los Altos, California, United States. Specializing in investment and capital management, DiversiFi Capital offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, DiversiFi Capital is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, DiversiFi Capital is here to help you navigate the complex world of finance with confidence.

Family CFO, Inc. is a finance institution located at 4966 El Camino Real in Los Altos, California, United States. As a trusted financial advisor, we provide personalized financial management services to individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Our team of experienced professionals offers comprehensive financial planning, investment management, tax planning, and estate planning services to ensure that our clients' financial well-being is secure. With a focus on building long-lasting relationships and providing top-notch customer service, Family CFO, Inc. is dedicated to helping our clients achieve financial success and peace of mind.

Dempsey & Associates is a reputable finance institution located at 111 Main Street in Los Altos, California, United States. With a team of experienced professionals, Dempsey & Associates provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Clients can expect personalized and comprehensive financial solutions tailored to their specific needs and goals. With a commitment to excellence and integrity, Dempsey & Associates strives to help clients achieve their financial objectives and secure their financial future.

Bradford L Elman, CLU is a reputable finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in providing financial services and solutions, Bradford L Elman, CLU is led by experienced professionals who hold the Chartered Life Underwriter (CLU) designation. With a commitment to helping clients achieve their financial goals, this institution offers personalized financial planning, insurance, and investment strategies. Trust Bradford L Elman, CLU for expert advice and guidance in navigating the complex world of finance.

Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.

Flywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.

Three Bell Capital is a leading financial institution located at 4 Main Street in the heart of Los Altos, California. Specializing in wealth management and investment services, Three Bell Capital is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals and a commitment to personalized service, Three Bell Capital provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Three Bell Capital is here to help you every step of the way.

Johnson Lyman Wealth Advisors is a premier finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, Johnson Lyman Wealth Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Johnson Lyman Wealth Advisors is dedicated to helping individuals and families build and preserve their wealth for the long term.

MDB Group is a prestigious finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, MDB Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, MDB Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit MDB Group today and take the first step towards securing your financial future.

Riley Friedman Asset Management is a leading financial institution located at 4984 El Camino Real in Los Altos, California, United States. Specializing in asset management, our team of experienced professionals provides personalized investment strategies to help clients achieve their financial goals. With a focus on long-term growth and wealth preservation, we offer a range of services tailored to meet the unique needs of each individual or organization. Trust Riley Friedman Asset Management to guide you towards a secure financial future.

Knight Asset Management is a finance institution located in Mission Viejo, California, United States. At Knight Asset Management, we offer personalized wealth management strategies and objective financial planning advice tailored to the goals and visions of our clients. With over 25 years of experience, Cheri Knight provides competent and values-based advice to individuals and business owners, helping them achieve financial security and realize their dreams. Our services include securities and advisory services through The Strategic Financial Alliance, Inc. (SFA), of which Cheri Knight is a Registered Representative and an Investment Advisor Representative. We are dedicated to providing exceptional client service, proactive communication, and helping our clients pass along a legacy to others. Visit our website to watch interesting videos and use helpful calculators. Welcome to Knight Asset Management, where your financial goals become our top priority.

SCHERTAX is a reputable accounting and finance institution located at 1440 Villa Drive in Los Altos, California, United States. With a team of experienced professionals, SCHERTAX provides a wide range of financial services including tax preparation, financial planning, and bookkeeping. Clients can trust SCHERTAX to provide accurate and reliable financial guidance to help them achieve their financial goals. With a commitment to excellence and personalized service, SCHERTAX is a trusted partner for individuals and businesses seeking expert financial advice.

Stanley Mitchell C CPA is a reputable accounting and finance institution located at 745 Distel Drive in Los Altos, California, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Stanley Mitchell C CPA to provide accurate and reliable financial advice to help them achieve their financial goals.

Retirement Administration Inc is a finance institution located at 4966 West El Camino Real in Los Altos, California, United States. Specializing in retirement planning and administration, this institution offers a range of services to help individuals prepare for their golden years. Whether you are looking to invest for the future or need assistance with managing your retirement funds, Retirement Administration Inc provides expert guidance and support to help you achieve your financial goals. With a team of experienced professionals, they are dedicated to helping clients navigate the complexities of retirement planning and ensure a secure financial future.