Best Financial Advisors in East Palo Alto, CA

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East Palo Alto, CA Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 1950 University Ave Suite 300, Palo Alto, CA 94303, USA
Phone (650) 328-0110
Directions
SEC File# 801-10970
CRD# 6413
3 out of 5
Location 228 Hamilton Ave, Palo Alto, CA 94301, USA
Phone (650) 322-7702
Directions
SEC File# 801-72137
CRD# 25853
Location 644 Emerson St # 12, Palo Alto, CA 94301, USA
Phone (650) 566-8301
Directions
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Appreciate Finance
SEC File# 801-116907
CRD# 300100
Location 530 Lytton Ave 2nd Floor, Palo Alto, CA 94301, USA
Phone (650) 687-7089
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Beck Investment Management LLC
Location 530 Lytton Ave #2nd, Palo Alto, CA 94301, USA
Phone (650) 328-7900
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Tim Liu - Private Client Advisor
Location 531 Cowper St, Palo Alto, CA 94301, USA
Phone (650) 380-7288
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David T. Lee - BancWest Investment Services Wealth Financial Advisor
5 out of 5
Location 531 Cowper St, Palo Alto, CA 94301, USA
Phone (650) 339-9514
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Merrill Lynch Wealth Management Advisor Amar D Singh
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7839
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Pacific Advisory Group
Location 2000 University Cir, East Palo Alto, CA 94303, USA
Phone (650) 328-0900
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TIAA Financial Services
3 out of 5
Location 535 Cowper St Suite 200, Palo Alto, CA 94301, USA
Phone (866) 842-2906
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Roberts Wealth Advisors
SEC File# 801-118928
CRD# 308827
Location 855 El Camino Real #311 Building 5, Palo Alto, CA 94301, USA
Phone (650) 240-2410
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Litman Gregory Asset Management
Location 530 Lytton Ave 2nd Floor, Palo Alto, CA 94301, USA
Phone (415) 461-8999
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AKJ Asset Management
Location 1180 Harker Ave, Palo Alto, CA 94301, USA
Phone (650) 326-9090
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The CJ Wealth Management Group - Morgan Stanley
Location 525 University Ave Suite 620, Palo Alto, CA 94301, USA
Phone (650) 687-2128
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Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor
5 out of 5
Location 970 Palo Alto Ave, Palo Alto, CA 94301, USA
Phone (650) 334-6104
Directions
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Alison Wealth Management
5 out of 5
Location 530 Lytton Ave floor 2, Palo Alto, CA 94301, USA
Phone (888) 617-3402
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Financial Advisors in East Palo Alto, CA

Where Certified Financial Advisors in East Palo Alto, CA Serve

East Palo Alto, CA is a vibrant and diverse city located in the heart of Silicon Valley. This bustling community is home to a number of landmarks, including the Ravenswood Shopping Center, which offers a variety of shops and restaurants for residents and visitors alike. The city is also home to a number of top employers, including Facebook, Amazon, and Tesla, which have helped to drive the local economy and create jobs for residents. In terms of transportation, East Palo Alto is conveniently located near several major highways, including US-101 and I-280, which provide easy access to San Francisco and other nearby cities. The city is also home to a number of major streets, including University Avenue and Willow Road, which offer a variety of shopping and dining options. Neighborhoods in East Palo Alto are diverse and vibrant, with a mix of residential and commercial areas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of East Palo Alto, CA would be serviced by banks through various means, including opening a checking or savings account, obtaining a loan for a home or car, and accessing online banking services. However, it's important to note that East Palo Alto is a predominantly low-income and minority community, which can make it difficult for residents to access traditional banking services. Many residents may rely on alternative financial services, such as payday lenders or check-cashing services, which can have high fees and interest rates. As a result, some banks in the area have taken steps to provide more accessible and affordable financial services to underserved communities, such as offering low-cost checking accounts and partnering with community organizations to provide financial education and resources.

Insurance Broker

Residents of East Palo Alto, CA can greatly benefit from the services of an insurance broker. With the high cost of living in the Bay Area, an insurance broker can help residents find affordable insurance options for their homes, cars, and health. In particular, East Palo Alto has a large population of low-income families who may struggle to find affordable insurance on their own. An insurance broker can help these families navigate the complex world of insurance and find policies that meet their needs and budget. Additionally, East Palo Alto is located in an area with a high risk of natural disasters, such as earthquakes and wildfires. An insurance broker can help residents ensure that their insurance policies provide adequate coverage in the event of a disaster. Overall, an insurance broker can provide invaluable assistance to residents of East Palo Alto, helping them protect their homes, families, and finances.

Retirement Planning

Residents of East Palo Alto, CA could benefit greatly from the services of a retirement planner. With the high cost of living in the Bay Area, many individuals may struggle to save for retirement. A retirement planner can help residents create a personalized plan to save for retirement and invest their money wisely. Additionally, East Palo Alto has a diverse population with varying levels of financial literacy. A retirement planner can provide education and guidance to help residents make informed decisions about their finances. Overall, a retirement planner can be a valuable resource for East Palo Alto residents looking to secure their financial future.

Wealth Management

Residents of East Palo Alto, CA could greatly benefit from the services of a wealth manager. With a median household income of just over $50,000, many families in this community struggle to make ends meet and plan for their financial future. A wealth manager could provide guidance on budgeting, saving, and investing to help residents build a strong financial foundation. Additionally, with the high cost of living in the Bay Area, a wealth manager could assist with strategies for managing debt and maximizing income. Specifically, a wealth manager could help residents navigate the unique challenges of living in East Palo Alto, such as the lack of affordable housing options and limited job opportunities. By working with a wealth manager, residents could gain the knowledge and tools they need to achieve their financial goals and secure a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of East Palo Alto, CA would greatly benefit from the assistance of a mortgage loan officer. East Palo Alto is a diverse community with a high population of low-income families. A mortgage loan officer can help these families secure financing for a home, which can provide stability and a sense of ownership. Additionally, East Palo Alto has a high rate of gentrification, which can make it difficult for long-time residents to afford to stay in their homes. A mortgage loan officer can work with these residents to refinance their mortgages or find affordable housing options. Overall, a mortgage loan officer can play a crucial role in helping residents of East Palo Alto achieve their dreams of homeownership and financial stability.

Tax Services

Residents of East Palo Alto, CA could greatly benefit from the services of a tax advisor in a number of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws and regulations that apply to low-income households. Many residents of East Palo Alto are working-class families who may be eligible for various tax credits and deductions, but may not be aware of these options or how to take advantage of them. A tax advisor could help these families maximize their tax refunds and reduce their tax liabilities, providing much-needed financial relief and stability. Additionally, a tax advisor could assist small business owners in East Palo Alto with tax planning and compliance, helping them avoid costly mistakes and penalties. Overall, a tax advisor could play a crucial role in improving the financial well-being of residents and businesses in East Palo Alto.

Estate Planning Lawyer

Residents of East Palo Alto, CA would benefit greatly from the services of an estate planning lawyer. With a high percentage of low-income families and a history of housing discrimination, many residents may not be aware of their legal rights and options when it comes to estate planning. An estate planning lawyer can assist with creating wills, trusts, and other legal documents that ensure a person's assets are distributed according to their wishes after they pass away. This can be especially important for families with children, as an estate plan can designate a guardian and provide for their financial future. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities. Overall, an estate planning lawyer can provide peace of mind and security for residents of East Palo Alto, allowing them to focus on building a better future for themselves and their families.

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