Do you need wealth management?
Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you started with wealth management.
6 min read
Find a financial advisor near San Francisco, CA
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
Expertise
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Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Finding an advisor couldn’t be any easier
Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
No hidden fees. No hidden agendas. Take the FREE “AdvisorMatch” quiz to get started.
Featured advisors
5 agents found - Take our quiz to see our full list of certified advisors in your area.
Dan Callahan, CFA
Capasso Planning Partners
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$300M
Experience
6 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM, One-Time, Flat-Fee Retainer
Tamara Lowenberg, CFP®
Creative Planning
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$131B
Experience
15 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM
Danny McAuliffe, CFP®
Perigon Wealth Management, LLC
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$5B
Experience
11 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM
John Lockwood, CFP®, CLU®
CAPTRUST
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$715B
Experience
16 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM
Ted Lew, MS, CFP®
CAPTRUST
Expertise
Investment Management
Expertise
Investment Management
AUM
AUM stands for Assets Under Management, which is a common metric for how many assets does the company actively manage on behalf of clients
$715B
Experience
24 years
Pricing
Financial advisors can work off several different pricing models. There is no one size fits all solution for which is best. It is best to chat through different models with the advisor to see which one is right for you.
AUM
What are people saying about Zoe advisors?
"Zoe Financial recommended and connected us to a financial advisor that is working closely with us in a friendly, professional manner and who is making the most of our assets."
"For those looking for a financial advisor Zoe Financial made it very user friendly and easy to use. Thanks to the team for all their help!"
"Phenomenally easy to use coupled with a world-class support team! Highly vetted advisors - you literally can't find this type of quality control with any company out there."
The preceding testimonials are provided by current clients. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
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