Best Financial Advisors in Union City, CA

“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”

“Clum's services for the past decade, and I could not be more pleased with his professionalism and expertise.”

“The success of dealing with Pacific Bay Financial and in particular with Manny and Dwight is that they know the best way to present your strengths and value as a customer to the bank, speak to the bank in language they understand and sing the song wh...”

“Super professional team that has my family's interest first.”

“We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt a...”

“From our inception in 2006, we designed our solution as a full-featured, standalone Portfolio Management and Accounting System. We knew firsthand from our experience in the wealth management industry that migrating to a new system can be extremely ch...”

“Independent Fee-Only CFP Investing & Financial Planning in Palo Alto & Redwood City, CA by Certified Financial Planner for Engineers, Attorneys, and Executives in the Tech Industry @ Schneider Wealth Management.”

“I ultimately chose to work with him, not only because he clearly demonstrated a deep knowledge of different aspects of personal finance, but because he really cares about helping his clients understand the big picture and what kind of goals/ attitude...”

“A2Q2 gathers all the pieces of your financial internal controls puzzle together under one unified plan. We call this your Controls Blueprint, and we have a team of Control Strategists, Architects, Engineers, Catalysts, Promoters, Facilitators and Ent...”

“As a small, very personalized business, “boutique” means we screen judgments very carefully, and do not accept every possible judgment. (See F.A.Q.'s for the types of judgments we do not take.) When we accept an assignment of a judgment, we are commi...”

“One of our most important roles is to determine a suitable and appropriate asset allocation strategy by considering your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term and while we ignore the vaga...”

“When can I retire? How can I support myself and my family? And even important questions like , What great vacation can I afford? Whether it's developing a budget, choosing the right mortgage or planning for college, Neumann Capital will help you sati...”

“You are an integral part of our process. We seek to fully comprehend your goals so that we are able to create tailored, impactful solutions, including ESG/clear-conscience portfolio construction. Our advisory services include: Investment Strategy, As...”