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Advisors near 94920

Out of 400,000+ nationwide

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Gary L

Series 63, Series 65

San Francisco, CA

Leonard Jr., Gary A.

Options & derivatives strategies Active portfolio management
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Lydia I

Series 65

Oakland, CA

FM Capital Group

Private / alternative investments Founder/Business Owner
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Shailesh P

Series 66

San Francisco, CA

Patel Capital Management

Tax-loss harvesting ESG / Sustainable investing
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Maureen R

CFP®

San Francisco, CA

BridgeLane Financial

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Charitable giving tax strategies Charitable giving & philanthropy Founder/Business Owner Executive Work/Life Balance Gen X (Born 1965-1980)
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Carmetta J

CFP®

San Francisco, CA

Joyner Financial Planning LLC

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies African Americans/Black Young Professionals Sandwich Generation Gen Y/Millennials (Born 1980-1995)
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Michael P

CFP®, Series 65

San Francisco, CA

Agile Financial Planning, LLC

College savings (529s, UTMA, etc.) General retirement planning General tax planning Wealth management Real estate investing Founder/Business Owner
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Catherine C

CFP®

Oakland, CA

Curtis Financial Planning

Equity compensation tax strategy Cash flow / budgeting Charitable giving & philanthropy Single Women Widow/Widower Divorced Women Sandwich Generation
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Brian W

Series 63, Series 65

San Francisco, CA

Elemental Capital Partners LLC

Concentrated stock management Active portfolio management Options & derivatives strategies
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Lionel S

Series 63, Series 66

San Francisco, CA

Caritas Investment Advisors LLC

Passive / index investing Options & derivatives strategies
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Daniel W

Series 63, Series 66

San Francisco, CA

Pair Lending LLC

Passive / index investing
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