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Katy Song Financial Planning

“Raised in Rye, New York, I moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with a B.A. in Global Economics, honors in my major and Phi Beta Kappa, I worked for the U.S. Depar...”

FAQs

How do we pay for everyday living and save for the long-term?

Cash flow is king. You need to know what is coming in after taxes and going out the door. This is how you can figure out how much you can afford to save. Knowing your cash flow can be a big motivator in asking for a raise, looking for a better paying job and making changes to spending so that you can save more. Saving for the long-term also needs to be a specific goal. You need a target and to know your time horizon for that goal. By being specific, you are more likely to achieve your goal.

What kind of house can we really afford?

There tends to be a big difference between what a lender with lend you and how much house you can actual afford. By looking at your historic spending and projected spending, we can assess how much house you could afford based on your lifestyle. No one wants to feel house poor. Knowing your price range helps tremendously during the house hunt so that you do not fall in love with something you cannot afford or sacrifice a must have because you think you cannot afford it. Buying a house is likely your largest purchase in life. Knowing how much house you can afford will help you make the right financial decision for you and avoid FOMO.

What are the best ways to save for college?

The IRS created 529 plans to encourage savings for college by offering tax-free growth as long as the funds are used for qualified education expenses. These plans have also been expanded so that you can use some funds each year to pay for private primary and secondary school. Depending on your financial situation, you may want to consider other ways to save for education. For example, if you are behind on retirement savings, it is better to focus your savings on qualified retirement savings first. This money can also be used to pay for qualified college expenses without penalty.

How can we get out of debt?

Debt tends to result from living beyond your means. Getting out of debt requires both a plan for dealing with current money owed and improving cash flow.

More information can also be found on the FAQ page of our website.

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Veraz Advisors

(12)

Meeting
Interest
Fiduciary

“When we first met with them as part the interview process, I was a year or two away from retirement and most of our assets were tied up in a pension and 401k and would not be otherwise investible until after I retired.”

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Diamond Oak Wealth Partners - James Bassett

(1)

Business Planning, Portfolio Management, Investment Strategies

“Working with James means that you know what you have and where you going and you feel supported in getting there.”

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Enhance Wealth Advisors

(1)

Financial Planning, Clients Like You, Wealth Management

“She has the knowledge and tools to help me reach my financial goals.”

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Prosperity Financial Group

Wealth Management, Family Wealth Management, Investment Planning

“Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Steve Smith to discuss tax planning strategies for high-earners and business owners. Learn more about tax loopholes, regulation changes, a...”

Featured

We'll help you evaluate whether your 401(k) plan is compliant and competitive in the following areas: ✅ Investment menu ✅ Plan design ✅ Fund fees ✅ Administrative & advisory costs ✅ Employee participation rates ✅ Please fill out the form below if you would like a complimentary 401(k) plan audit. Receive a Complimentary 401(k) Benchmark! Save your 401(k) plan from unnecessary costs and fees. We'll benchmark your 401(k) plan at no cost to you. At Prosperity, we'll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself to your work and personal relationships. Schedule a Complimentary Consultation Today 👉...

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Frank Ivica, Cpa, MBA

“When you choose CountingWorks, you'll get all the tools and integrations you need to build an impressive online presence and market your firm to attract better clients, giving you the work-life balance you crave while earning you more money.”

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Jing & Company, an Accountancy Corp

(2)

“Jing & Company has been doing both our corporate and personal taxes for a number of years and we always have a great experience.”

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Certified Planners

“We use a holistic approach to help you put your financial house in order. Our financial planning process is comprehensive andinvolves determining your lifestyle goals and objectives, identifying gaps, and making recommendations to pool your resources...”

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Three Bridge Wealth Advisors

“We strive to transcend our fiduciary role and become truly trusted counsel to first-generation, financially successful individuals and families so they achieve what is most important to them with the highest degree of certainty. Our Craft”

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Teodoro Wealth Management

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”

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THE Independent Advisors: Stephen Mantzouris

“Stephen Mantzouris, California License #0C50600 is a dedicated and focused financial advisor and insurance professional who offers possible solutions and has been developing retirement strategies that help his clients feel good about their future. Mo...”

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Samson Chan

Retirement, Insurance, Investment

““Today, there is a dizzying array of investment options available. It's vital that clients receive the education they need to uncover the opportunities that are right for them. So my job is to serve as a trusted and experienced guide for my clients. ...”

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Tom J. Nohr CFP RFC – Successful Financial Education Workshops

Financial Planning

“We hope that you find the site valuable and bookmark it as one of your favorites. We advise that you take advantage of the many features that we provide such as financial calculators, articles, newsletters, videos, and of course the"Tell a Friend" op...”

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Ambrose Financial and Insurance Services

“You've probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company's 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are ...”

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Pacific Excel Wealth Advisors

“In this ever-changing world, our mission is to simplify our clients' lives and guide them, on this journey we call financial freedom. Our vision is to create meaningful long-term client relationships, which we build not only to be a lifelong endeavor...”

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Wrapmanager

“Before we do anything, our Certified Financial Planners or wealth managers will take the time to build out a plan that meets your goals. We hope to get a comprehensive view of your situation ( assets, liabilities, insurance, other risk factors), your...”

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Freedom Capital Management

“Previously, in our August 2022 newsletter, I wrote about the descending Zig-Zag Pattern that the market has been in since January 2022. As you can see in the chart below, we are still in this descending channel. The red line on the chart has been res...”

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Bennicas & Associates

“Michael Dunn spent much of his 30-year investment career working with pensions, foundations, and endowments. Their careful methodologies and course planning further influenced his own philosophy that successful money management is founded on keeping ...”

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Reedland Capital Partners

Debt Advisory Services, Institutional Equity Finance

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Horizon Wealth Solutions

“Clients of Horizon Wealth Solutions are busy professionals who have had successful careers and/or have been successful business owners. They are generally financially savvy and have been adept at making life work. They also understand and appreciate ...”

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Peak360 Wealth Management

“The Peak360 Wealth Management team is built of individuals who have worked together for years, placing a premium on personal relationships with our clients, and believing best practices should be coupled with progressive approaches for a modern finan...”

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Relevant Wealth

Private Foundations, Family Wealth Management

“Having spent the last twenty-five years working with a select group of families and local family foundations, we are eager to demonstrate the success and value we consistently deliver to our clients. Our clients generally have a net worth of between ...”

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Gordian Wealth Advisors

“We offer wealth management services to high net-worth families. We provide an independent, objective point of view with a disciplined investing approach. We develop bespoke investment portfolios for each of our families. We offer risk mitigation and ...”

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Gale Ranch Notary, Apostille and Financisl Services

(28)

Price

“Govind is very experienced notory and his rates are very reasonable for the kind of service he provides , I would recommend Govind highly for any notory job , he is very accessible and always ready for the help even in early times”

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Average Cost	$3246
Minimum cost	$1082
Maximum cost	$9196
Avg Per Hour Rates	$325

Best Financial Advisors in Castro Valley, CA

The highest-rated Financial Planning & Wealth Management companies out of 112 vetted & reviewed in the Castro Valley area.

Katy Song Financial Planning

Veraz Advisors

Diamond Oak Wealth Partners - James Bassett

Enhance Wealth Advisors

Prosperity Financial Group

Frank Ivica, Cpa, MBA

Jing & Company, an Accountancy Corp

Certified Planners

Three Bridge Wealth Advisors

Teodoro Wealth Management

THE Independent Advisors: Stephen Mantzouris

Samson Chan

Tom J. Nohr CFP RFC – Successful Financial Education Workshops

Ambrose Financial and Insurance Services

Pacific Excel Wealth Advisors

Wrapmanager

Freedom Capital Management

Bennicas & Associates

Reedland Capital Partners

Horizon Wealth Solutions

Peak360 Wealth Management

Relevant Wealth

Gordian Wealth Advisors

Gale Ranch Notary, Apostille and Financisl Services

Retirement Planning and Investment Management Services in Castro Valley, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Castro Valley

Popular in Castro Valley