Flat-fee, elder care planning financial advisors in Cupertino, CA

Susan Bergstrom is a financial advisor with Edward Jones in Cupertino, CA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked for ten years at Santa Clara Valley Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Sara Alaei is a financial advisor at Merrill in Cupertino, CA, holding a Series 66 designation with seven years of industry experience. Her prior work includes roles at Bank of America and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Weiming Ho is a financial advisor at Integral Financial LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Integral Financial LLC since 2002 and IF Direct LLC since 2011. Outside of advisory work, he is the founder of an insurance agency and is an investor in a restaurant business. Integral Financial LLC provides portfolio management services primarily to individual clients, focusing on diversified allocations across U.S. and international equities, bonds, and cash. The firm employs a low-turnover, buy-and-hold investment approach using low-cost index funds, CDs, and U.S. Treasuries, with portfolios rebalanced annually.

Satish Soman is the sole advisor at Soman Advisors LLC in Cupertino, CA, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he has been Vice President of ASICs at Infinera, a telecom equipment provider, since 2017. In this role, he works part-time focusing on ASIC design methodologies and processes. Soman Advisors LLC provides discretionary portfolio management primarily to high-net-worth individuals, managing approximately $3 million across a limited number of accounts. The firm’s investment approach centers on derivatives strategies using broad-based index options and structured spreads, with a focus on tax-efficient growth and income tailored to client risk profiles.

Meng Zhang is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan, Zhang worked at HSBC Bank USA and has been involved in entrepreneurial activities including roles at Luckybird Fashion and 6 kiss travel. Zhang also spent five years at De Anza College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment decisions.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with seven years of industry experience. He has been with Legacy Wealth Advisors since 2016. Outside of his advisory role, he operates a seasonal business installing Christmas lights. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental and technical analysis to implement a range of investment strategies tailored to client objectives.

Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

Austin Lastinger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. He holds a Series 65 license and is based in Foster City, California. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs an active multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable investing options upon request.

Carol Gosho is a Certified Financial Planner® with 24 years of industry experience. She has been the principal advisor at Gosho Financial Group since 2011. The firm serves individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants by providing fee-based investment advisory services and non-discretionary financial planning. Gosho Financial Group employs a tactical allocation approach using fundamental, technical, and cyclical analysis to manage custom discretionary portfolios and offers educational seminars and plan-level consulting as part of its pension services.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.