Top wealth management 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.

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.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.