Adfi_logo

Financial Advisors in California

Located in California
Sort By Distance

Specialties and Expertise

Portfolio Construction
Cash Flow Analysis
Retirement Income
+3

Typical Clientele

Women in Tech
Business Owners
Corporate Executives
+5
Services Provided
  • Investment Management
  • Retirement Planning
  • Investment Planning
Pricing Models
  • Fees and Commissions Information

Specialties and Expertise

Retirement Income
High Net Worth Planning
Tax Minimization Investment Strategies
+4

Typical Clientele

High Net Worth Individuals
Wealthy Families
Tech Employees
+5
Services Provided
  • Investment Management
  • Retirement Planning
  • Investment Planning
Pricing Models
  • Fees and Commissions Information

Specialties and Expertise

Retirement Income
Portfolio Construction
Succession Planning
+3

Typical Clientele

Retirees
Attorneys & Paralegals
Business Owners
+5
Services Provided
  • Investment Planning
  • Retirement Planning
  • Investment Management
Pricing Models
  • Fees and Commissions Information

Specialties and Expertise

Retirement Income
Cash Flow Analysis
Portfolio Construction

Typical Clientele

Retirees
Surviving Spouses
Business Owners
+1
Services Provided
  • Retirement Planning
  • Investment Planning
  • Investment Management
Pricing Models
  • Fees and Commissions Information

Specialties and Expertise

High Net Worth Planning
Cash Flow Analysis
Retirement Income
+17

Typical Clientele

Business Owners
Retirees
Tech Employees
+15
Services Provided
  • Tax Planning
  • Investment Management
  • Retirement Planning
Pricing Models
  • AUM

Specialties and Expertise

Ultra High Net Worth Planning
High Net Worth Planning
Retirement Income
+2

Typical Clientele

Business Owners
1st Generation Americans
Dentists
+4
Services Provided
  • Investment Management
  • Investment Planning
  • Insurance
Pricing Models
  • Fees and Commissions Information

Specialties and Expertise

High Net Worth Planning
Portfolio Construction
Retirement Income
+1

Typical Clientele

Ultra High Net Worth Individuals
Retirees
Business Owners
+5
Services Provided
  • Investment Management
  • Investment Planning
  • Retirement Planning
Pricing Models
  • Fees and Commissions Information

Specialties and Expertise

Philanthropic Planning and Giving
High Net Worth Planning
Tax Minimization Investment Strategies
+3

Typical Clientele

Inheritors
Parents of Special Needs Children
Retirees
+3
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • AUM