Best Financial Advisors in Santa Cruz, CA

“They have the proven experience we needed to feel confident in starting and running our business and they have provided us the peace of mind that no question or detail is too big or too small.”

“Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you're investing in.”

“He takes his role as a fiduciary very seriously and has never hesitated to advise what is best for our family, even when it has not been what is best for him and his business.”

“It has been seven years since we retired, and, in spite of withdrawing my RMD and using some funds for home improvements, our investments are more than twice what we had when we first met with Chris.”

“If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services.”

“I found Victoria when I was going through transition in my photography business and Victoria was a really great support for my business.”

“We offer frequent consultations to better assist clients and understand their tax and financial standing. Our initial consultations are free of charge and allow our team to best match our expertise to your needs. When necessary, we provide additional...”

“We are a full-service accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”

“Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rap...”

“Founded in 2003 by former professional trader Thomas Wynn, Wynn Capital provides customized investment management and comprehensive financial planning for individuals and families. Wynn Capital is an independent, fiduciary advisor.”

“Dick founded The Blakeley Group, Inc. in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to...”

“Equity compensation can be complex. Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, 83(b) elections, 10b5-1 plans. Each of these items have their own wealth and tax implications. Your time is best spent focused on your j...”

“Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We...”

“Apryl List utilizes her extensive people skills as Davis Financial Management's Client Relationship Associate. Apryl understands the importance of effective, timely communication and “getting things done” in a spirit of excellence for the benefit of ...”

“KLM Capital will also seek to provide expertise to investee companies not commonly available from institutional investors. In return, KLM Capital expects to earn strategic investment grade entry prices by creating or securing investment opportunities...”

“From the annual reminder to easy communication during the year when I have questions to having online access to my returns and absolutely to doing a great job on my taxes!”