Ways to browse Seasoned advisors serving Redwood City, CA

Pick a specialty to browse more Seasoned advisors serving Redwood City, CA.

Browse by specialty

Find advisors serving Redwood City, CA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,443
Executive	994
Wealth management	749
Retired	686
General estate planning guidance	550
Tax-loss harvesting	504
Private / alternative investments	391
General retirement planning	366
Retirement income strategy	333
Approaching retirement	324
Mid-Career Professionals	312
Retirement plans for business owners (SEP, solo 401k)	311
College savings (529s, UTMA, etc.)	294
Active portfolio management	282
Cash flow / budgeting	263
HENRY (High Earners, Not Rich Yet)	239
ESG / Sustainable investing	234
Options & derivatives strategies	217
Concentrated stock management	180
Equity compensation tax strategy	176
Real estate investing	173
Charitable giving & philanthropy	164
Annuities	163
Income planning	139
Business exit / sale strategy	93
Retirement withdrawal strategies	93
Social Security optimization	88
Passive / index investing	86
Financial Professional	72
Divorce financial planning	63
Attorney	52
Multi-generational wealth transfer	43
General tax planning	40
Self-Employed	38
Business succession planning	36
Technology Professional	35
Established Professionals	31
Business ownership considerations	30
Long-term care insurance	30
Planning for children with special needs	28
Divorced	27
Women Professionals	24
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	21
Elder care planning	20
Life insurance needs analysis	20
Values-based investing	20
Equity Recipients (RS/RSU, SOP, ESPP)	17
Disability insurance	13
Tax strategies for small businesses	12
Factor investing / smart beta	11
Liquidity event planning	8
Debt management	7
LGBTQIA	6
Charitable giving tax strategies	5
Medicare planning	4
Business sale tax planning	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support