Top values-based investing financial advisors in Palo Alto, CA

Adam Gensler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He has been a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services primarily to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and maintains a close operational relationship with its parent accounting firm.

Lavina Nagar is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. She has been with Maya Advisors, Inc., an independent firm based in Menlo Park, CA, since 2008. Maya Advisors serves individual and high-net-worth clients as well as charitable organizations, offering investment and portfolio management, financial planning, and advisory services for donor-advised funds through Schwab Charitable. The firm’s investment approach emphasizes long-term fundamental analysis, utilizing low-cost diversified mutual funds and ETFs, and provides a notable client-managed program for self-directed investors.

Kanaka Szabo Cummings is a CFP® with 27 years of experience in the financial services industry. She has been with Gates Pass Advisors, LLC since 2015. Gates Pass Advisors, LLC provides comprehensive financial planning and ongoing wealth management primarily for individual and high-net-worth clients. The firm emphasizes financial-planning-driven asset allocation, diversification, and tax-aware management, typically implementing strategies through third-party independent managers on a turn-key platform.

Nicholas Raffin is the principal advisor at The Raffin Group LLC, an independent advisory firm based in Los Altos Hills, CA. He holds the Series 65 and Series 63 designations and has 11 years of industry experience, including four years at Merrill prior to founding his firm in 2020. In addition to his advisory work, he serves as an advisor and strategic partner to Rowzzy, an AI startup, and is an independent licensed insurance agent. The Raffin Group provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm utilizes a combination of fundamental, quantitative, technical, and modern-portfolio approaches, favoring low-cost, diversified ETFs and mutual funds, and sponsors a wrap-fee program.

Jacques Shepherd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Shepherd is based in Palo Alto, CA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.