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Financial Advisors in Los Altos, CA

How to choose a financial advisor in Los Altos

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.

Shirley Wu

Financial Advisor

Charles Schwab & Co., Inc.

Los Altos, CA

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Thomas Klein

Financial Advisor

THOMAS C. KLEIN AND COMPANY, LLC

Los Altos, CA

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Alfred Au

Financial Advisor

DIVERSIFI CAPITAL INC

Los Altos, CA

ProfileNo contact yet

Henry Reed

Financial Advisor

PWJOHNSON WEALTH & LEGACY, LLC

Los Altos, CA

ProfileNo contact yet

Kirk Knight

Financial Advisor

KNIGHT AND COMPANY WEALTH ADVISORS, LLC

Los Altos, CA

ProfileNo contact yet
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