What are some popular services for financial advising?

A financial advisor in Mountain View, CA can provide a wide range of financial advising services to help clients achieve their financial goals. From retirement planning and investment management to tax planning and estate planning, a financial advisor can offer expert guidance and advice tailored to each client's unique needs and circumstances. In Mountain View, CA, where the tech industry is booming and many residents work in high-paying tech jobs, a financial advisor can also provide specialized advice on equity compensation, stock options, and other complex financial instruments that are common in the tech industry. With their in-depth knowledge of the local economy and financial landscape, a financial advisor in Mountain View, CA can help clients navigate the complexities of the financial world and make informed decisions that will set them up for long-term financial success.

What are people saying about financial advising services in Mountain View, CA?

Mountain View, CA is an ideal location to seek financial advising due to its thriving economy and abundance of financial institutions. The city is home to several tech giants such as Google, LinkedIn, and Microsoft, making it a hub for innovation and entrepreneurship. With a high concentration of successful businesses, Mountain View has attracted a plethora of financial advisors who possess a wealth of knowledge and experience in the industry. Additionally, the city's diverse population allows for financial advisors to cater to a wide range of clients with varying financial goals and needs. From retirement planning to investment strategies, Mountain View's financial advisors have the expertise to provide personalized and comprehensive advice. With its dynamic economy and expert financial advisors, Mountain View, CA is undoubtedly the best place to seek financial guidance.

What does a financial planner do?

A financial planner in Mountain View, CA is responsible for helping clients manage their finances, investments, and financial goals. This bustling city, located in the heart of Silicon Valley, is home to some of the world's most innovative tech companies, such as Google and LinkedIn. As a result, a financial planner in Mountain View must be well-versed in the unique financial needs of tech industry professionals, including stock options, equity compensation, and retirement planning. They must also be familiar with the city's high cost of living and the challenges that come with it. With their expertise, a financial planner in Mountain View can help clients navigate the complex financial landscape of the tech industry and achieve their financial goals.

When should you get a financial planner?

Residents of Mountain View, CA should consider reaching out to a financial advisor when they experience a significant life event such as a marriage, divorce, birth of a child, or retirement. Additionally, with the city's high cost of living and proximity to Silicon Valley, it is crucial for residents to seek advice on how to manage their finances effectively and plan for the future. A financial advisor can assist with creating a comprehensive financial plan that takes into account the unique challenges and opportunities of living in Mountain View, CA. Whether it's investing in the local tech industry or navigating the complexities of the real estate market, a financial advisor can provide valuable insights and guidance to help residents achieve their financial goals.

How do I choose the right financial advisor?

When searching for a financial advisor in Mountain View, CA, it is important to find someone who possesses a unique set of qualities. First and foremost, the advisor should have a deep understanding of the local economy and financial landscape. Mountain View is home to some of the world's largest technology companies, such as Google and LinkedIn, which can have a significant impact on the local economy. Therefore, a financial advisor must be well-versed in the intricacies of the tech industry and how it affects the financial market. Additionally, the advisor should possess excellent communication skills to effectively explain complex financial concepts to clients. They should also be proactive in their approach and able to anticipate potential financial challenges that clients may face. Finally, the advisor should have a strong ethical compass and prioritize the best interests of their clients above all else. These qualities are crucial in ensuring that clients receive sound financial advice and achieve their long-term financial goals.

What makes Mountain View, CA the top choice for financial advising?

Mountain View, CA is home to some of the top financial advising firms in the country. These firms offer a wide range of financial services to individuals and businesses alike. One specific aspect of Mountain View that sets it apart from other cities is its thriving tech industry. With companies like Google, LinkedIn, and Intuit headquartered in the area, financial advising firms in Mountain View have a unique opportunity to provide specialized services to tech employees and entrepreneurs. These firms understand the complexities of stock options, equity compensation, and other financial considerations that are unique to the tech industry. As a result, they are able to provide tailored financial advice to clients that is both comprehensive and effective.

How do financial advisors get paid?

Financial advisors in Mountain View, CA are compensated in a variety of ways. Some advisors charge a fee based on a percentage of the assets they manage for their clients. Others charge a flat fee for specific services, such as creating a financial plan or managing a portfolio. Some advisors may receive commissions from the sale of financial products, such as mutual funds or insurance policies. Additionally, some advisors may receive a combination of these forms of compensation. It is important to note that in Mountain View, CA, where the tech industry dominates, financial advisors may specialize in working with clients in the tech sector, and may have expertise in managing stock options and other forms of equity compensation. This adds a layer of complexity to their compensation structure, as they may receive additional compensation for providing specialized services to these clients.

Find the Top Financial Advisors Serving Mountain View, CA

Connect With a Financial Planner

List of Firms

Mountain View, CA Fiduciary Financial Advisors

Johnson Lyman Wealth Advisors

SEC File# 801-70139

CRD# 150150

4966 El Camino Real Suite 109, Los Altos, CA 94022, USA

(650) 494-2733

http://www.jlwealth.com/

Directions

Morgan Stanley Smith Barney

650 Castro St UNIT 105, Mountain View, CA 94041, USA

(650) 316-6780

https://fa.morganstanley.com/mtnviewgroup/index.htm

Directions

LPL Systems Inc

253 Polaris Ave, Mountain View, CA 94043, USA

(650) 965-9884

Directions

Northwestern Mutual

SEC File# 801-8095

CRD# 2881

745 Distel Dr Ste 104, Los Altos, CA 94022, USA

(650) 209-5743

https://www.northwesternmutual.com/financial-professional-locator?address=745%20Distel%20Dr%20Ste%20104,94022?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3

Directions

Heng Yang

883 N Shoreline Blvd, Mountain View, CA 94043, USA

(650) 314-0168

Directions

Pariveda Investment Management

5050 W El Camino Real # 102, Los Altos, CA 94022, USA

(650) 584-3622

http://www.pariveda.com/

Directions

SOAProjects Inc

2 out of 5

495 N Whisman Rd, Mountain View, CA 94043, USA

(650) 960-9900

https://soaprojects.com/

Directions

Danny D. Chung - BancWest Investment Services Financial Advisor

380 S Mathilda Ave, Sunnyvale, CA 94086, USA

(650) 753-3505

http://www.bankofthewest.com/invest

Directions

Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™

SEC File# 801-3297

CRD# 250

5 out of 5

1045 W El Camino Real Suite C, Mountain View, CA 94040, USA

(650) 321-8586

https://www.edwardjones.com/us-en/financial-advisor/mandy-andrei

Directions

Where Certified Financial Advisors in Mountain View, CA Serve

Mountain View, CA is a vibrant city located in the heart of Silicon Valley. It is home to numerous landmarks, including the Computer History Museum, Shoreline Amphitheatre, and the Googleplex - the headquarters of Google. The city is also known for its top employers, such as Google, LinkedIn, and Microsoft. Major highways and streets that run through the city include US-101, CA-85, and El Camino Real. Mountain View is divided into several neighborhoods, each with its unique character and charm. Some of the most popular neighborhoods include Downtown Mountain View, Old Mountain View, and Monta Loma-Farley-Rock. With its rich history, diverse population, and thriving business community, Mountain View is a city that truly has something for everyone.

Nearby Locations

Alameda County, CA Alameda, CA Alamo, CA Aliso Viejo, CA Anaheim, CA Auburn, CA Bakersfield, CA Banning, CA

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mountain View, CA are fortunate to have a plethora of banking options available to them. The most common way that residents are serviced by banks is through traditional brick-and-mortar branches. These branches offer a range of services from opening new accounts to making deposits and withdrawals. However, with the tech-savvy population of Mountain View, online banking has become increasingly popular. Many residents prefer the convenience of banking from their computer or mobile device. Additionally, with the city being home to many tech companies, it's not surprising to see a rise in financial technology (fintech) services. Mountain View residents can take advantage of fintech services such as mobile payment apps and digital wallets for a seamless banking experience.

Insurance Broker

Residents of Mountain View, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents find affordable insurance options for their homes, cars, and health. In addition, Mountain View is known for its thriving technology industry, which means many residents may have unique insurance needs related to their businesses or startups. An insurance broker can help these residents find specialized insurance coverage to protect their assets and investments. Overall, an insurance broker can provide personalized guidance and support to help residents of Mountain View navigate the complex world of insurance and ensure they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Mountain View, CA can greatly benefit from a retirement planner in several ways. Firstly, a retirement planner can help them create a financial plan that will ensure they have enough money to live comfortably during their retirement years. This is particularly important in Mountain View, where the cost of living is high and many residents work in the tech industry, which can be volatile. Additionally, a retirement planner can help residents navigate the complex world of retirement accounts and investments, helping them make informed decisions that will maximize their savings. Finally, a retirement planner can provide peace of mind by helping residents prepare for unexpected expenses, such as medical bills or home repairs, that may arise during retirement. Overall, a retirement planner can be an invaluable resource for residents of Mountain View, helping them achieve financial security and enjoy a comfortable retirement.

Wealth Management

Residents of Mountain View, CA can benefit greatly from the services of a wealth manager. With its high cost of living and thriving tech industry, many residents have complex financial situations that require expert guidance. A wealth manager can help residents with investment strategies, retirement planning, tax optimization, and estate planning. Additionally, with many residents working in the tech industry, stock options and equity compensation can be a significant part of their financial picture. A skilled wealth manager can provide guidance on how to manage these assets and make the most of them. Overall, a wealth manager can help residents of Mountain View navigate the complex financial landscape of this bustling Silicon Valley city and plan for a secure financial future.

Mortgage Loan Officer

Residents of Mountain View, CA can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in this tech hub and the competitive housing market, a loan officer can help residents navigate the complexities of securing a mortgage. They can provide guidance on the best loan options for each individual's financial situation and help them understand the various mortgage terms and rates. Additionally, with the city's proximity to Silicon Valley and major tech companies, a loan officer can provide specialized knowledge on the unique challenges and opportunities of buying a home in this area. Whether it's a first-time homebuyer or a seasoned homeowner looking to refinance, a mortgage loan officer can be an invaluable resource for residents of Mountain View, CA.

Tax Services

Residents of Mountain View, CA can benefit from the expertise of a tax advisor in a variety of ways. With many tech companies headquartered in the area, residents may have complex tax situations related to stock options, equity compensation, and other financial arrangements common in the tech industry. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available tax deductions and credits. Additionally, with the high cost of living in the Bay Area, residents may be looking for ways to minimize their tax burden and maximize their savings. A tax advisor can provide personalized advice and strategies to help residents achieve their financial goals and make the most of their hard-earned money.

Estate Planning Lawyer

Residents of Mountain View, CA can benefit greatly from the services of an estate planning lawyer. For example, with the high cost of living in the area, many residents may need assistance in creating a plan for their assets and property to ensure their loved ones are taken care of in the event of their passing. Additionally, with the prevalence of tech companies in the area, residents may have unique assets such as stock options or intellectual property that require specialized planning. An estate planning lawyer can help residents navigate these complexities and create a comprehensive plan that meets their individual needs and goals.

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