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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.

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.
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Featured advisors
5 agents found - Take our quiz to see our full list of certified advisors in your area.
Dan Callahan, CFA

Dan Callahan, CFA

Capasso Planning Partners

Expertise
Investment Management
AUM
$300M
Experience
6 years
Pricing
AUM, One-Time, Flat-Fee Retainer
Danny McAuliffe, CFP®

Danny McAuliffe, CFP®

Perigon Wealth Management, LLC

Expertise
Investment Management
AUM
$5B
Experience
11 years
Pricing
AUM
Tamara Lowenberg, CFP®

Tamara Lowenberg, CFP®

Creative Planning

Expertise
Investment Management
AUM
$131B
Experience
15 years
Pricing
AUM
John Lockwood,  CFP®, CLU®

John Lockwood, CFP®, CLU®

CAPTRUST

Expertise
Investment Management
AUM
$715B
Experience
16 years
Pricing
AUM
Ted Lew, MS, CFP®

Ted Lew, MS, CFP®

CAPTRUST

Expertise
Investment Management
AUM
$715B
Experience
24 years
Pricing
AUM
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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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