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Find Top Financial Advisors in San Francisco, California

San Francisco, California, a global hub for technology, finance, and innovation, is home to a thriving economy and a high standard of living. While the city's opportunities are vast, so are its financial complexities-ranging from high real estate prices to unique tax considerations. Whether you're a tech professional, entrepreneur, or planning for retirement, working with an experienced financial advisor in San Francisco can help you navigate these challenges and attain your financial goals.

With over 1,000+ top financial planners in San Francisco to choose from, making a decision as to which advisor is the best fit for you may be a tough decision. WiserAdvisor simplifies the process by connecting you with 2-3 vetted financial advisors who best match your needs. Every advisor in our network is screened for experience and maintains clean records with FINRA and SEC.

For over two decades, we have maintained a trusted directory of fiduciary advisors who meet strict industry standards. Let us help you find the right financial advisor who specializes in financial planning and wealth management in San Francisco. Having a financial advisor who can understand your specific financial situation, and has the relevant financial qualifications in San Francisco, California can go a long way toward securing your financial future with confidence.

How To Find Trusted Financial Advisors in San Francisco, California

California has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in California have an average of 34 years of experience.

NOTE: The list of vetted financial advisors in California mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in California.

Qualified Financial Advisors in San Francisco, California

VETTED
Financial Advisor
Ira ZitoCFP®, ChFC®Edelman Financial Engines, LLC - tariktest30700 Russell Ranch RdWestlake Village, CA 91362
Experience34 Years
AUMNot Specified
Minimum Assets$50,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in San Francisco, California

Ira Zito
VETTED
Ira ZitoCFP®, ChFC®
Edelman Financial Engines, LLC - tariktest
About Ira Zito
Originally from Long Island, Ira put himself through college earning a Master of Business Administration from Long Island University, Bachelor of Science in Economics and Accounting from State University of New York at Oneonta and through the Specialized College education for Financial Planning mastered the courses to obtain the CERTIFIED FINANCIAL PLANNER Professional designation - CFP and the Chartered Financial Consultant - ChFC.
About Edelman Financial Engines, LLC - tariktest
At Financial Peak, we specialize in the Personalized Multigenerational Wealth Management Plan (PMGW). Our approach involves utilizing a handful of high-level financial strategies, meticulously designed to work in harmony. This comprehensive planning enables our clients to maximize their wealth generation from the present through retirement. Our goal is to assist you in achieving your ideal retirement lifestyle, free from financial worries. Through our advanced strategies, we focus on optimizing your wealth while minimizing your tax liabilities. This ensures that you can enjoy a secure and prosperous retirement, with peace of mind about your financial future. Let us help you create a plan that supports you today and safeguards your tomorrow.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2621037Firm CRD# 318061
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
30700 Russell Ranch Rd,Suite 250,Westlake Village,CA 91362
Phone Number
818-639-9278

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