Best Financial Advisors in San Jose, CA
8 financial advisors in San Jose ranked by client ratings and review volume. Average rating: 4.9/5 across 289 reviews.
Advisors Listed
8
Total Client Reviews
289
Neighborhoods
3
Top-Rated Financial Advisors in San Jose
1
Teh Financial Coaching
4.9(100 reviews)
Milpitas|Financial coaching
Verified via Yelp
2
Albert Lee, CFP - The Loan Story
5(76 reviews)
West San Jose|CFPFinancial planning
Verified via Yelp
3
Castelli Financial
5(41 reviews)
Financial planning
Verified via Yelp
4
Altura Wealth Advisors
4.8(40 reviews)
North San Jose|Wealth managementFinancial advising
Verified via Yelp
5
Hendershott Wealth Management
4.9(32 reviews)
North San Jose|Wealth management
Verified via Yelp
Expert-Ranked Advisors
These financial advisors appear in professional directories or expert rankings but do not have sufficient public reviews for a star rating.
Investy Financial Services
Financial planningInvestment management
Verified via Google
Wealth Cairn, LLC
Investor coachingWealth management
Verified via Google
Falcon Wealth Planning
Wealth managementFinancial planning
Verified via Google
Neighborhoods with Financial Advisors in San Jose
North San Jose2 advisors
Milpitas1 advisor
West San Jose1 advisor
Frequently Asked Questions
How many financial advisors are listed in San Jose?
We currently list 8 financial advisors in San Jose, California, sourced from Google, Yelp, and professional directories. These listings have a combined 289 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
Which San Jose neighborhoods have financial advisors?
Financial advisors in our directory are located in North San Jose, Milpitas, West San Jose. Many advisors also offer virtual consultations regardless of location.
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