Financial advisors in San Jose
Browse financial advisors on Sam's List. Compare professional profiles, reviews, services, specialties, and location details before reaching out.
168 vetted financial advisors. 104 verified reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
- Chris Gure — 17 reviews
- Ryan Johnson, CFP®, BFA™ — 12 reviews
- Arynton Hardy — 10 reviews
- Pillar Wealth — 10 reviews
- Michael Taylor - The Financial Rules Consulting — 8 reviews
- VDB Wealth — 8 reviews
- Potrus CPA — 6 reviews
- Anthony Syracuse, CFP® — 5 reviews
- Patrick Ritter — 4 reviews
- Cayden McLaughlin, CFP, EA — 3 reviews
- Steward — 3 reviews
- 401 Financial — 2 reviews
- Capital Area Planning Group — 2 reviews
- Manetta Wealth Management — 2 reviews
- Steven Evensen - Gerber Kawasaki Wealth & Investment Management — 2 reviews
- 5T Wealth Management — 1 review
- Calculated Wealth — 1 review
- Carman Kubanda — 1 review
- Ian Weiner, CFP®, CEPA® — 1 review
- Matt Pruit — 1 review
- Matt-Magee, CFP® — 1 review
- Montebello Avenue — 1 review
- Tax Firm - Yap Financial — 1 review
- Thomas-Kopelman — 1 review
- Tulip Financial Planning — 1 review
- Andrew Van Alstyne - Fiduciary Financial Advisors
- Andy Bunch
- Andy Moran, CFP®
- Annuity Answers
- Arcadia Capital
- Artistic Wealth
- Ascend Investment Partners
- Austin Wealth Management
- Balance Wealth
- Balanced Wealth Group - Matt Gottshall, CFP®, ECA
- Ballast Rock Private Wealth
- Baskets Capital
- Beyond Your Hammock
- Bjorn Amundson
- Black Diamond
- Bob Wolfe
- Bone Fide Wealth
- Brendan Crews
- Bull Oak
- Camber Private Wealth
- Camp Wealth
- Cannon Wealth Management
- CAPTRUST
- Chani Katzman
- Chelsea Ransom-Cooper
- Chris Kemp
- Civic Financial
- Clarity Advisors
- Clay Budach
- Cody Garrett, CFP
- Cody Murray, CFP, MBA
- Concert Financial Planning
- Cory Smith
- D&M Strategic Wealth
- Daniel DeSouza
- Daniel M Kavanaugh CPA Inc
- David Handley, CFP® - Savant Wealth Management
- Deann Stevens, Advisor at Savant Wealth Management
- Defiant Capital Group
- Define Financial
- Degree Free - Educational Design
- Dharan Desai
- Eric Ross
- Eric-Johns
- Erik Cooper
- Erika Bylund CFP®, CRPS®
- Etzler Financial Advisors, LLC
- Evon-Mendrin
- Fee-Only Planning Hawaii
- Firm Foundation Family Wealth
- Focused Founders Wealth Planning
- Foley and Fields Wealth Management
- Formula Wealth
- Generations Financial Management
- Geoff Beck
- Gloria Garcia Cisneros
- Grey Private Capital
- Griffin Leahy
- Hatem Daib
- Haven Wealth Planning
- Hightower Wealth Advisors | St. Louis
- iA Private Wealth
- ignition tax
- Inflection Point Wealth Management
- Insight Valuations, LLC
- Intersecting Wealth
- Jake Skelhorn
- James White, Jr
- Jane Mepham CFP®
- Joe Ciliberti, CFP®
- Josh Malkin Group
- Justin Pritchard, CFP®
- Kevin Apolinar
- Kyle Kuyat
- Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®
- Liberty One Wealth Advisors
- Linda Stewart
- Marc Butler
- Marcos Murillo
- Mark Cecchini, CFP® - Quadrant Capital
- Meriwether Wealth & Planning
- Michael Saylor
- Michael Troxell
- MOKAN Wealth Management
- Moment Private Wealth
- Muhammad Habib
- Novak Financial Partners
- Old Peak Finance - Dan Routh, CFP®
- Omar Dinar
- Patrick Cicchetti
- Patrick Dwyer
- Peter Wolynski
- Phil Telpner
- Phillip Durbin
- Plan For It Financial, LLC
- Priority Tax & Financial Planning
- Prosperitage Wealth
- ProsperPlan Wealth
- Purpose Financial Planning
- Raj Sharma
- Ramp Network
- Rather & Kittrell Capital Management
- Reconstructing Wealth
- Reliant Wealth Advisory
- Retirement Matters, Inc.
- Robert Jeter
- Rora Wealth
- Ross Cutler
- Rush Imhotep
- Ryan Furlong, CFP®
- Ryan Greiser, CFP®
- Ryan Landmark
- Ryan Leonard
- Ryan-Canfield
- Samuel Heyman
- Scaled Finance, LLC
- Scratch Capital
- Sean Coen
- SFG Wealth Advisors
- Sophia Bera Daigle, CFP®
- Sozo Private Wealth
- Stein Financial LLC
- Steven Balch
- Strachan Group MS
- Strategic Financial
- Taylor Nissi
- Taylor Turner
- The World Changers
- Thompson Family Office
- Timothy financial
- Titan
- Tom O'Neill
- Tony Escobar
- Trey Gevers
- True Wealth Group
- TrueClarity Wealth
- Truvize Financial Planning
- Vrishin Subramaniam
- Walk You To Wealth
- Water Street Wealth Management | Jeff Schlotterbeck, CFP®
- Wealthcare for Women
- WELLth Financial Planning
- Womack Financial
What clients are saying
"Stellar. Team was great, delivered my plan a week ahead of schedule."
— Matthew, 0.0 stars, for Steward"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
— Mike, 0.0 stars, for Thomas-Kopelman"My financial advisor is @Lawrence_Sprung with @MitlinFinancial. He is based out of Long Island, NY. I do most of my work with his office over the phon…"
— Wendy, 0.0 stars, for Larry Sprung, CFP®, CEPA®▪️ Mitlin Financial, Inc®