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San Francisco financial planners
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Below are San Francisco financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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San Francisco financial planners
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Crystal L Gronau Palo Alto, CA
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MBA (1984) Golden Gate University; BA (1977)Tabor College (click for more info)
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Sean A Fletcher San Francisco, CA
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BFA (1992), Rutgers University; MFA (1997), San Francisco Art Institute; JD (1983), Santa Clara University CFP (1985). (click for more info)
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Ira H Fateman San Francisco, CA
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BS(1972) Cornell University M.Ed.(Counseling 1975) Northeastern University Certificate Personal Financial Planning(2003)UC Berkeley Ext. (click for more info)
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James P Dowd San Francisco, CA
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BSFS (1985) Georgetown University (click for more info)
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Edi Alvarez Kentfield, CA
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Financial Planning Certificate (2008), Univeristy of Berkeley Extension BEd (1990), Queen's University, Canada MS (1986), Queen's Universtiy, Canada BSc (1983), Queen's University, Canada (click for more info)
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(Professionals who wish to be listed please click here.)
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San Francisco Financial Planners
NOT registered with MedLawPlus.com®
Robert D. Bingham (credentials)
Bingham, Osborn & Scarborough, LLC
345 California Street, Suite 1100
San Francisco, California 94104
Phone 415-781-8535
Email: info@bosinvest.com
URL: /www.bosinvest.com
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Clayton K. Shum
655 Montgomery St, Ste 1028
San Francisco, CA 94111
Phone: (415) 391-6128
URL: www.claytonshum.com
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James O. Davis
The Financial Advisory Group
299 Arguello Boulevard, Suite #306
San Francisco, CA 94118-1434
Telephone: 415-752-6222
Email: jdavis@moneyjungle.com
URL: www.moneyjungle.com
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Sara Ellefsen (credentials)
Golden Gate Personal Financial Planning LLC
703 Market Street, Suite 614
San Francisco, CA 94103
Phone: 415-344-0549
Email: info@ggpfp.com
URL: ggpfp.com
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Guy Young (credentials)
Young Financial & Insurance
580 California Street, Fifth Floor
San Francisco, California 94104
Phone (415)398-1400
Email: guy@youngfinancial.com
URL: www.youngfinancial.com
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General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
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