Ways to browse Independent advisors serving South San Francisco, CA

Pick a specialty to browse more Independent advisors serving South San Francisco, CA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	748
Private / alternative investments	637
Options & derivatives strategies	580
Wealth management	551
Executive	545
Active portfolio management	434
Tax-loss harvesting	386
Retirement plans for business owners (SEP, solo 401k)	351
Concentrated stock management	321
ESG / Sustainable investing	264
General retirement planning	241
Real estate investing	224
Charitable giving & philanthropy	213
Passive / index investing	197
College savings (529s, UTMA, etc.)	194
Retired	189
Retirement income strategy	182
Cash flow / budgeting	170
Annuities	125
General tax planning	121
General estate planning guidance	115
Income planning	95
Equity compensation tax strategy	93
Debt management	69
Mid-Career Professionals	54
Business exit / sale strategy	51
Elder care planning	43
Business ownership considerations	40
Business succession planning	39
Divorce financial planning	39
Life insurance needs analysis	38
Long-term care insurance	38
Equity Recipients (RS/RSU, SOP, ESPP)	37
Tax strategies for small businesses	33
Established Professionals	27
Approaching retirement	26
Values-based investing	26
Multi-generational wealth transfer	22
Business sale tax planning	21
Factor investing / smart beta	21
HENRY (High Earners, Not Rich Yet)	21
Technology Professional	20
Disability insurance	19
Retirement withdrawal strategies	19
Social Security optimization	17
Self-Employed	16
Charitable giving tax strategies	14
Financial Professional	14
Doctor or Medical Professional	11
Women Professionals	10
Retired	9
Stock option exercise strategy	8
Cross-border & expatriate issues	6
Women's Finance	5
Liquidity event planning	4
Medicare planning	4
Sandwich Generation	4
Widow/Widower	4
Young Professionals	4
Parents	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