A complete list of active advisors currently associated with Personal Best Financial LLC

Warmer can help you find a great advisor at Personal Best Financial LLC or one who fits your needs even better.

Personal Best Financial provides fee‑only wealth management and financial planning to individuals, trusts, estates and charitable organizations, with a stated focus on technology industry professionals, medical professionals and business owners. Offerings include discretionary portfolio management and either ongoing or project‑based financial planning, with an optional add‑on estate planning service. The firm’s investment approach blends fundamental analysis and Modern Portfolio Theory, using both passive and active funds as well as individual securities to build asset‑allocation‑based portfolios; socially conscious (ESG) options are available when requested. Clients typically grant limited discretionary trading authority, receive quarterly account reviews, and work with the adviser to set investment policy, risk tolerance and any client‑imposed restrictions. Notable distinctions include documented service to charitable organizations and corporate/business clients and an explicit planning focus on business planning and employee benefits optimization, which the brochure highlights as part of its planning engagements. The firm makes estate‑planning support available through a third‑party scrivener service (EncorEstate) or attorneys as an add‑on, operates as a fee‑only fiduciary that does not accept commissions, and recommends Charles Schwab for custody while using Schwab’s institutional services.

To learn more about the advisors currently working at Personal Best Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Glenn Tom	Oakland, CA	3

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