SoradinSoradin

Financial Advisors in Sebastopol, CA

How to choose a financial advisor in Sebastopol

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.

Heather Belli

Financial Advisor

WILLOW CREEK WEALTH MANAGEMENT, INC.

Sebastopol, CA

ProfileNo contact yet

Spencer Ziemer

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sebastopol, CA

ProfileNo contact yet

Jason Gittins

Financial Advisor

WILLOW CREEK WEALTH MANAGEMENT, INC.

Sebastopol, CA

ProfileNo contact yet

Mark Keating

Financial Advisor

WILLOW CREEK WEALTH MANAGEMENT, INC.

Sebastopol, CA

ProfileNo contact yet

David Homan

Financial Advisor

WILLOW CREEK WEALTH MANAGEMENT, INC.

Sebastopol, CA

ProfileNo contact yet

Jacob Weber

Financial Advisor

Willow Creek Wealth Management, Inc.

Sebastopol, CA

ProfileNo contact yet

Bruce Dzieza

Financial Advisor

WILLOW CREEK WEALTH MANAGEMENT, INC.

Sebastopol, CA

ProfileNo contact yet

Eric Keating

Financial Advisor

WILLOW CREEK WEALTH MANAGEMENT, INC.

Sebastopol, CA

ProfileNo contact yet

Phuong Lam

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Sebastopol, CA

ProfileNo contact yet

David Meucci

Financial Advisor

PHASE CHANGE WEALTH MANAGEMENT LLC

Sebastopol, CA

ProfileNo contact yet
About this city

Nearby cities