Ways to browse Seasoned advisors serving Santa Clara, CA

Pick a specialty to browse more Seasoned advisors serving Santa Clara, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	612
Executive	402
Wealth management	374
Retired	304
General estate planning guidance	296
Tax-loss harvesting	254
Retirement plans for business owners (SEP, solo 401k)	222
Private / alternative investments	184
Retirement income strategy	179
College savings (529s, UTMA, etc.)	171
General retirement planning	167
Approaching retirement	163
ESG / Sustainable investing	142
Mid-Career Professionals	130
Cash flow / budgeting	128
Active portfolio management	124
HENRY (High Earners, Not Rich Yet)	117
Concentrated stock management	101
Options & derivatives strategies	93
Income planning	91
Annuities	90
Real estate investing	87
Charitable giving & philanthropy	85
Equity compensation tax strategy	72
Retirement withdrawal strategies	70
Social Security optimization	62
Business exit / sale strategy	53
Divorce financial planning	47
Financial Professional	39
Passive / index investing	39
Multi-generational wealth transfer	32
General tax planning	27
Attorney	25
Self-Employed	24
Divorced	22
Planning for children with special needs	20
Established Professionals	19
Elder care planning	18
Business succession planning	16
Business ownership considerations	14
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	13
Long-term care insurance	11
Values-based investing	10
Life insurance needs analysis	9
Technology Professional	8
Tax strategies for small businesses	6
Charitable giving tax strategies	5
Debt management	4
LGBTQIA	4
Liquidity event planning	4
Medicare planning	4

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