SoradinSoradin

Financial Advisors in Sausalito, CA

How to choose a financial advisor in Sausalito

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.

Holly Lam

Financial Advisor

Caldwell Sutter Capital, Inc.

Sausalito, CA

ProfileNo contact yet

Gustave Ozag

Financial Advisor

WESTEND CAPITAL MANAGEMENT, LLC.

Sausalito, CA

ProfileNo contact yet

Jacey West

Financial Advisor

WESTEND CAPITAL MANAGEMENT, LLC.

Sausalito, CA

ProfileNo contact yet

Philip Leung

Financial Advisor

Montrose Securities International

Sausalito, CA

ProfileNo contact yet

Joe Caldwell

Financial Advisor

THE INVESTMENT AND PHILANTHROPY CORPORATION

Sausalito, CA

ProfileNo contact yet
About this city

Nearby cities