Connect with Top-Rated Financial Planners in Palo Alto!

Klein Financial Services is a trusted financial advisor that provides a range of services, including investment advisory services, life insurance, health insurance, dental insurance, and vision plans. With over two decades of experience, the company is committed to providing excellent and consistent service to its clients. Our team, led by Claudette G. Klein, CFP Certified Financial Planner, is dedicated to helping individuals and families achieve their financial goals and secure their future.

Westridge Wealth Strategies helps families in the Silicon Valley and North Shore Chicago regions. WWS services are differentiated from Wall Street firms by: The breadth of comprehensive wealth management delivered with a focus on tax minimization. Robert M. Cheney, CFA, CFP's evidence-based perspective, backed by three decades of financial markets experience. An investment philosophy of passive-based, low-cost core portfolio management supplemented by select alternative, non-traded investments.

Palo Alto Wealth Advisors is a specialized wealth management firm catering to the unique financial needs of tech professionals. With a team of experienced advisors, the company provides comprehensive financial planning services, including long-term financial planning, asset allocation, investment selection, tax strategy, and estate planning. Their expertise is built on years of experience working with tech industry leaders, and their approach is designed to address the specific challenges and opportunities of professionals in the tech sector. Whether helping clients navigate complex stock-based compensation plans or investing in real estate, Palo Alto Wealth Advisors provides personalized guidance and support to achieve their financial goals.