Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 95032
Out of 400,000+ nationwide
Douglas A
Series 65
San Jose, CA
Andrey, Douglas
Kenneth S
CFP®
San Jose, CA
KRS Tax & Investments Inc.
Anandi K
CFP®, Series 65
Cupertino, CA
Akrish Financial Advisory
Brooks S
Series 66
San Jose, CA
Chief Capital Management, Inc
Anand S
Series 65
Saratoga, CA
Investcraft Advisors LLC
Yi Ching T
Series 63, Series 66
San Jose, CA
Shalom Global Capital Group LLC
Sathish V
CFA®
Los Gatos, CA
First Principles Investment Management LLC
Russell T
Series 65
Campbell, CA
Towne Investments LLC
Stan H
CFP®, CFA®, EA
San Jose, CA
DRS Financial Partners LLC
Hi! I'm Stanley, a fee-only financial planner based in the San Francisco Bay Area. I founded DRS Financial Partners to help equity-compensated tech professionals steer through the complexities of their equity compensation and ever-changing lives, committing to an objective approach and fiduciary standard. Fascinated with the stock market since I was young, I began my career at a boutique wealth management firm in SF and quickly discovered how rewarding it is to help people gain clarity around their finances and make decisions with confidence. Whether it's preparing for a liquidity event or starting a family, seven years of helping tech executives and early employees with their complex situations helped me appreciate just how important it is to build a solid financial foundation. During my time there, I earned the CERTIFIED FINANCIAL PLANNER™ designation and CFA® charter, sat on the investment committee, and led the firm's financial planning efforts. Adopted from Okinawa as a baby, I grew up in Hawaii and fell in love with the Bay Area during a high school summer program. I graduated Cum Laude from Santa Clara University with a B.S. in Economics (Mathematical Economics concentration) and a Math minor. Outside of work, you can find me on one of the Bay Area's many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.
Renee S
CFP®, Series 63, Series 65
Los Gatos, CA
ASL Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 95032
Out of 400,000+ nationwide