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Financial Advisors in Sunnyvale, CA

How to choose a financial advisor in Sunnyvale

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.

Kyle Foley

Financial Advisor

J.P. MORGAN SECURITIES LLC

Sunnyvale, CA

ProfileNo contact yet

Ngan Do

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sunnyvale, CA

ProfileNo contact yet

Michelle Hu

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

Sunnyvale, CA

ProfileNo contact yet

Suki Lee

Financial Advisor

CHARLES SCHWAB & CO., INC.

Sunnyvale, CA

ProfileNo contact yet

Connor Wood

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Sunnyvale, CA

ProfileNo contact yet
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