Retirement Planning in East Palo Alto, CA

We did the hard work of finding trustworthy partners in East Palo Alto, CA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in East Palo Alto, CA

generic_business-71
Vita Planning Group Investment
Location 900 N Shoreline Blvd, Mountain View, CA 94043, USA
Phone (650) 567-9300
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Lisa A Hughes
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7902
Directions
generic_business-71
WhiteSpace Financial, LLC
5 out of 5
Location 228 Hamilton Ave #300, Palo Alto, CA 94301, USA
Phone (650) 777-7588
Directions
generic_business-71
Alison Wealth Management
5 out of 5
Location 530 Lytton Ave floor 2, Palo Alto, CA 94301, USA
Phone (888) 617-3402
Directions
SEC File# 801-118928
CRD# 308827
Location 855 El Camino Real #311 Building 5, Palo Alto, CA 94301, USA
Phone (650) 240-2410
Directions
generic_business-71
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
generic_business-71
Sageview Capital
SEC File# 801-73568
CRD# 159560
Location 245 Lytton Ave # 250, Palo Alto, CA 94301, USA
Phone (650) 473-5400
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
SV Palo Alto Group - Morgan Stanley
Location 245 Lytton Ave Suite 200, Palo Alto, CA 94301, USA
Phone (650) 328-8080
Directions
generic_business-71
Galileo Planning Group
Location 4600 Bohannon Dr #260, Menlo Park, CA 94025, USA
Phone (650) 328-8410
Directions
generic_business-71
Moldaw Residences
4 out of 5
Location 899 E Charleston Rd, Palo Alto, CA 94303, USA
Phone (650) 433-3600
Directions
generic_business-71
Edward Jones - Financial Advisor: Jane E Khalaf, CFP®
5 out of 5
Location 430 Sherman Ave Suite 112, Palo Alto, CA 94306, USA
Phone (650) 325-2096
Directions
Retirement Planning in East Palo Alto, CA

About East Palo Alto, CA for Those Planning to Retire

East Palo Alto, located in the heart of Silicon Valley, is a vibrant city with a rich history and diverse culture. Home to iconic landmarks like the Ravenswood Historic Site and the Cooley Landing Education Center, this bustling metropolis is a hub for innovation, creativity, and community engagement. Top employers in the area include tech giants like Amazon, Facebook, and Google, as well as healthcare providers like Stanford Health Care and Kaiser Permanente. With a thriving economy and a highly educated workforce, East Palo Alto is a prime location for businesses looking to grow and succeed. Major highways and streets in the area include the Bayshore Freeway, University Avenue, and Willow Road, providing easy access to nearby cities and attractions. And with a variety of neighborhoods to choose from, including the vibrant University Square and the family-friendly Belle Haven, there's something for everyone in East Palo Alto.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of East Palo Alto, CA would greatly benefit from the services provided by a bank. For instance, a bank could offer low-interest loans to help residents start their own businesses, which would help to boost the local economy. Additionally, a bank could provide financial education to help residents learn how to manage their money more effectively, which would be especially helpful in a city where the cost of living is high. Furthermore, a bank could offer affordable housing loans to help residents purchase homes in a city where the median home price is over $1 million. Overall, a bank could play a critical role in improving the financial well-being of the residents of East Palo Alto, CA, and helping them achieve their goals and aspirations.

Insurance Broker

Residents of East Palo Alto, CA could benefit greatly from the assistance of an insurance broker. The city is known for its high crime rates and poverty levels, which can make it difficult for residents to obtain affordable and comprehensive insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best options for their specific needs and budget. They can also provide valuable advice on how to protect themselves and their assets in a city with a high crime rate. Additionally, an insurance broker can assist residents in understanding the nuances of healthcare coverage, which is especially important given the limited healthcare options available in East Palo Alto. Overall, an insurance broker can provide much-needed support and guidance to residents of this unique and challenging city.

Wealth Management

Residents of East Palo Alto, CA could benefit from the services of a wealth manager in a variety of ways. With its proximity to Silicon Valley, many residents may have stock options or other investments tied to tech companies. A wealth manager can help them navigate the complexities of these investments and make informed decisions about when to buy or sell. Additionally, East Palo Alto is a diverse community with many immigrant families. A wealth manager can help these families navigate the unique financial challenges they may face, such as transferring money internationally or understanding the tax implications of their status. Furthermore, East Palo Alto has a history of being underserved by traditional financial institutions, and a wealth manager can provide access to financial products and services that may not be available elsewhere. Overall, a wealth manager can help residents of East Palo Alto achieve their financial goals and build long-term wealth.

Financial Advisor

Residents of East Palo Alto, CA could greatly benefit from the guidance of a financial advisor in a multitude of ways. Given the high cost of living in the Bay Area, many individuals in East Palo Alto may struggle to make ends meet and save for the future. A financial advisor could assist them in creating a budget, managing debt, and developing a savings plan tailored to their unique circumstances. Additionally, with the recent influx of tech companies to the area, many residents may be facing complex stock options or other investment opportunities. A financial advisor could provide valuable insight and guidance in navigating these opportunities and maximizing their potential gains. Furthermore, East Palo Alto has historically been an under-resourced and marginalized community, and a financial advisor could help residents access financial resources and opportunities that they may not have otherwise been aware of. Overall, the expertise and support of a financial advisor could greatly improve the financial well-being and long-term stability of residents in East Palo Alto, CA.

Mortgage Loan Officer

Residents of East Palo Alto, CA could greatly benefit from the assistance of a mortgage loan officer in various ways. Firstly, given the high cost of living in the area, many families struggle to afford their own homes. A mortgage loan officer could help them secure a loan with a manageable interest rate and down payment, enabling them to finally achieve their dream of homeownership. Additionally, East Palo Alto has a diverse population, including many immigrants and non-native English speakers. A mortgage loan officer who is fluent in multiple languages could provide crucial support and guidance to these individuals as they navigate the complex process of obtaining a mortgage. Furthermore, the area has experienced significant gentrification in recent years, leading to rising housing costs and displacement of long-time residents. A mortgage loan officer who is well-versed in affordable housing options and government assistance programs could provide vital resources and support to those at risk of losing their homes.

Tax Services

Residents of East Palo Alto, CA can greatly benefit from the services of a tax advisor. With the city's high poverty rate and limited access to financial resources, a tax advisor can provide valuable guidance and support to ensure that residents are maximizing their tax refunds and minimizing their tax liabilities. Specifically, a tax advisor can assist residents in navigating the complex tax code, identifying eligible tax credits and deductions, and providing advice on how to properly file their taxes. Additionally, with the city's large immigrant population, a tax advisor can also provide assistance with filing for an Individual Taxpayer Identification Number (ITIN) and navigating the unique tax implications for non-citizens. Overall, a tax advisor can play a crucial role in helping residents of East Palo Alto, CA achieve financial stability and success.

Estate Planning Lawyer

Residents of East Palo Alto, CA can benefit from the services of an estate planning lawyer in numerous ways. Firstly, given the high cost of living in East Palo Alto, it is imperative that residents seek the expertise of an estate planning lawyer to help them plan their estates and protect their assets. Secondly, an estate planning lawyer can assist residents in creating a will or trust, which is crucial in ensuring that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents navigate the complex legal landscape of estate planning and provide them with valuable advice on tax planning and asset protection. Finally, given the significant wealth disparity in East Palo Alto, an estate planning lawyer can help residents with limited means to create a plan for their future that ensures their financial security and the well-being of their loved ones.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs