SoradinSoradin

Financial Advisors in Alameda, CA

How to choose a financial advisor in Alameda

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Michael Hsu

Financial Advisor

ASIA GLOBAL ASSET MANAGEMENT, INC

Alameda, CA

ProfileNo contact yet

Timothy Yee

Financial Advisor

INDEPENDENT FINANCIAL GROUP, LLC

Alameda, CA

ProfileNo contact yet

Samuel Hong

Financial Advisor

ASIA GLOBAL ASSET MANAGEMENT, INC

Alameda, CA

ProfileNo contact yet

Peter Lee

Financial Advisor

GP WEALTH MANAGEMENT, LLC

Alameda, CA

ProfileNo contact yet
About this city

Nearby cities