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Frequently Mentioned on Social Media
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RC Peck - Fearless Wealth
Referral from
Nov 18, 2014
Galen R.:
I'm in search of a good financial advisor. Any recommendations?
Grenache G.:
http://www.fearlesswealth.com/ Theatre Bay Area
Referral from
Dec 17, 2013
Steven S.:
Hi people. I'm hoping somebody can help me with a recommendation. I need a financial advisor. Someone who is California licensed and...
Tom S.:
http://www.theatrebayarea.org/editorial/Ask-the-Captain-Terrified-of-Taxes.cfm Renaissance Entrepreneur Center
Referral from
Jun 20, 2014
Jessica F.:
Anyone have a good recommendation for a Bay Area financial advisor for help with personal business? Thanks for any suggestions.
Ryan D.:
Yes! Gwendolyn Wright, she's a financial consultant that works with the Renaissance Entrepreneurship Center at 5 th & Howard. She... Sergei Andruha
- Financial Advisor, Mortgage Broker
- Guarantee Mortgage636 4th St San Francisco, CA
Referral from
Apr 01, 2013
Giuseppe T.:
Any of my US based peeps here a financial advisor/mortgage guru.
Things afoot. Or can recommend one.
Be great to have a friendly chat.
Richard G.:
this guys did a great job with ours: http://www.yelp.com/biz/sergei-andruha-san-francisco Mark Anthony Porter, CRPC
Referral from
Sep 30, 2014
Nate G.:
Looking for a good financial advisor in SF, anyone have a reco?
Lindsay R.:
I've gone to Mark Porter before and he was helpful - http://www.ameripriseadvisors.com/mark.a.porter/ Backman, David E
- Financial Advisor, Accountant
- 275 Battery St San Francisco, CA 94111
- Closed ⋅ Opens at 12:00PM
Referral from
Dec 07, 2012
Melyss S.:
Anyone have a personal accountant/financial consultant to recommend in SF?
Edward A.:
David Backman 415-956-5600; deb@backmancpa.com Morling Financial Advisors, LLC
Referral from
Jun 12, 2014
Jessie S.:
I'm looking for help with finance stuff, I sooooo do not understand these terrible interfaces and tools built by finance companies. Can...
Eric D.:
Morling Financial Advisors, LLC Comprehensive Analysis | Objective Advice | Personalized Service 44 Montgomery Street, Suite 1900 San... Tom Barnes Mortgage Advisor
- Financial Advisor
- 435 Pacific Ave
Ste 350 San Francisco, CA 94133-4600 - Open ⋅ Closes at 11:59PM
Referral from
Jan 19, 2016
Mitzi G.:
Does anyone have a financial advisor they can recommend? Preferably in reach - but I will drive downtown if they are awesome. TY!
Brian M.:
I can help - http://www.opesadvisors.com/Employees/Brian-McLaren-CRPC®.html Kathryn Amenta
Referral from
Jan 12, 2015
Darcy L.:
Hey Facebook community!
I need a financial planner/advisor to talk to ASAP to look at long term financial planning. Any leads I could...
Lisa W.:
Kathryn Amenta (415) 333-6972 Citrine Capital
- Financial Advisor, Investment Advisor
- 535 Mission Street San Francisco, CA 94105
Referral from
Jan 12, 2015
Darcy L.:
Hey Facebook community!
I need a financial planner/advisor to talk to ASAP to look at long term financial planning. Any leads I could...
Adrienne F.:
Annis's husband Ryan Sterling Cole is a financial planner/advisor and great to work with! His number is 415-494-8262 Gault Barbara S
Referral from
Aug 21, 2013
David H.:
anybody know a good financial advisor? we're looking for someone who can help us adopt some budgeting/planning practices rather than...
Lynn L.:
Barbara Gault415-752-3661 SD Mayer & Associates, LLP
- Financial Advisor
- 235 Montgomery Street, 28th Floor San Francisco, CA 94104
Bingham Osborn & Scarborough
Amerinote Xchange
- Financial Advisor, Mortgage Broker
- 201 Spear Street San Francisco, CA 94105
TNL Car Title Loans
- Financial Advisor
- 217 Junipero Serra Blvd Ste 211 San Francisco, CA 94127
Frequently Mentioned on Social Media
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Referral from May 6, 2014
Laura L. asked:
Does anyone have any recommendations for a Financial Advisor or a good place to start researching retirement accounts? I'd like to set up an IRA or Roth IRA, but don't...
Eric J. replied:
Read this book, it'll take like 2 hours, and get you started with ONLY the stuff you need to know. Be very careful trusting advice from financial advisors, as their incentive is to make money off of your money, not to make you more. In general, Find a cheap index fund, (Vanguard total stock index), save as much as you can (at least 10-15%), and don't touch it. http://www.amazon.com/If-You-Can-Millennials-Slowly-ebook/dp/B00JCC5JKI/ref=sr_1_1?ie=UTF8&qid=1399423176&sr=8-1&keywords=if+you+can
Shauna R. replied:
Maly Ly might have help for you:) shes great with networking the right connections.
Joey A. replied:
http://www.cc.com/video-clips/tw2 ltp/chappelle-s-show-wu-tang-financial---uncensored
Ian W. replied:
Definitely Roth with passive investing to start. http://www.investopedia.com/ has a lot of great tutorials.
Josef J. replied:
http://www.khanacademy.org/economics-finance-domain/core-finance/investment-vehicles-tutorial/ira-401 ks/
Nico J. replied:
ya, or Edward Jones. And the Roth IRA is the way to go unless you're making more money than most of us because then you won't qualify for it. XO
Pejmahn C. replied:
Check this out, its super informative http://www.bogleheads.org/wiki/Bogleheads®_investing_start-up_kit also, Fidelity and Vanguard both offer low fee options.
Referral from December 7, 2012
Melyss S. asked:
Anyone have a personal accountant/financial consultant to recommend in SF?
David M. replied:
call the Tax Ninja. He's good and affordable.
Amerika K. replied:
Tax Lady! She's one of my spiritual advisors.
Sarah S. replied:
Here's my guy: http://www.taxesltd.com/ He's solid and he's kept the IRS from draining me dry for years.
Hi L. replied:
This is our guy, he doesn't do taxes or accounting though. http://www.yelp.com/biz/burgess-financial-planning-san-francisco
Referral from October 4, 2019
diditurntheovenoff asked:
Looking for a positive recommendation for a financial advisor in SF Newly married & wanting to sit down with a professional to discuss finances and how to proceed. My...
EggplantMoranis replied:
Nicholas Casagrande is your man.
tday01 replied:
First Republic Bank Advisors (team based)
davedawg2000 replied:
[Michael Gregg](https://www.wealthvisionadvisors.com/)
mrgoldenchicago replied:
Anyone have experience with a fee-based advisor and not someone who wants to actively manage your money?
chiarashine replied:
We use [Joel Van Hofwegen](mailto:joel@certuswealthmanagement.com) from [Certus Wealth Management](http://www.certuswealthmanagement.com/). He's technically in San Carlos, but we usually talk with him via video conferencing. We're also newly married, live in SF -- I am a creative professional and he is a scientist -- also very different income situations. We recently saved up enough to buy a home in the city through Joel's coaching. He's incredible :\]
porcupintsize replied:
Ira Fateman and Elizabeth Prindle at SAS Financial Advisors. Ira has come to my organization on a few occasions to speak with staff about financial planning and they way he explains things makes sense to me in a way that other people have not. I also took a full day workshop from them that was great. http://www.sasadvisors.com/
thebighusky replied:
I work for a mid sized RIA firm. I can explain what it means if you'd like but it pretty much means we are held to a higher fiduciary standard than broker dealers. I would love to show you you what value we could provide you. I can perform a free analysis and show you what we'd recommend free of charge and you can decide if you think it'd be worth it. Feel free to message me on here and I can give you my contact information!
Referral from June 12, 2014
Jessie S. asked:
I'm looking for help with finance stuff, I sooooo do not understand these terrible interfaces and tools built by finance companies. Can someone recommend a financial...
Rafe D. replied:
Gina Marie Ventresca
Darby S. replied:
Sign up for mint.com and maybe personalcapital.com. Mint let me know that I was paying 401(k) fees that I didn't realize I was paying. From previous company. I probably didn't pay fees when I was employed, it's been six years. Both sites are free.
Darby S. replied:
I have heard good things about Charles Schwab too.
Referral from April 1, 2013
Giuseppe T. asked:
Any of my US based peeps here a financial advisor/mortgage guru.
Things afoot. Or can recommend one.
Be great to have a friendly chat.
Bav T. replied:
Call this man Eric cutting 1 (408) 807-1864...See More
Madison R. replied:
Financial advice, go here....---> http://youtu.be/9 xKaeS1 iLec
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