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Financial Advisors in Cupertino, CA

How to choose a financial advisor in Cupertino

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.

Vinh Tran

Financial Advisor

J.P. MORGAN SECURITIES LLC

Cupertino, CA

ProfileNo contact yet

Rickey Bowen

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Cupertino, CA

ProfileNo contact yet

Ruth Lee

Financial Advisor

Transamerica Financial Advisors, Llc

Cupertino, CA

ProfileNo contact yet

Lin Yan

Financial Advisor

MORGAN STANLEY

Cupertino, CA

ProfileNo contact yet

David Lin

Financial Advisor

J.P. MORGAN SECURITIES LLC

Cupertino, CA

ProfileNo contact yet

Yuhan He

Financial Advisor

HSBC SECURITIES (USA) INC.

Cupertino, CA

ProfileNo contact yet

Yue Yi

Financial Advisor

Integral Financial Llc

Cupertino, CA

ProfileNo contact yet

Mary Lai

Financial Advisor

CHARLES SCHWAB & CO., INC.

Cupertino, CA

ProfileNo contact yet

Andrew Lai

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Cupertino, CA

ProfileNo contact yet

Ying Fang

Financial Advisor

J.P. MORGAN SECURITIES LLC

Cupertino, CA

ProfileNo contact yet
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