Connect with Top-Rated Financial Planners in San Mateo!

Lighthouse Wealth Management, LLC is a Registered Investment Advisor that provides comprehensive wealth management services, including financial planning, investment management, and risk management. Our team, led by Managing Member Richard S. Esposito, has extensive experience in asset allocation, portfolio construction, and strategic planning. We offer a range of services, from personal financial planning to estate planning, and work closely with our clients to develop tailored strategies for their unique financial goals and objectives.

Barson Financial Planning is a fee-only financial planning and investment firm based in San Mateo, CA, offering personalized services to help individuals and families achieve their financial goals, including retirement planning, college savings, debt management, and more.

We are dedicated to helping individuals and businesses build their financial futures by creating strategies tailored to their needs and goals. Our experienced team works together to provide financial advice and recommend appropriate products and services.

Athena Wealth Strategies is an advice-based practice of financial advisors that provides you with financial analysis and advice with one goal in mind - your plan for the future. Our team works together with you to define your personal road map and goals for retirement while potentially maximizing your finances for the future. We assist employers with reviewing and updating their retirement plans to ensure they meet current objectives and are up to date in a changing regulatory world. Our comprehensive financial planning services are designed to create a document of your life, your goals for the future, and what matters to you.

Brickley Wealth Management is a family-owned and operated financial services firm that provides comprehensive wealth management and tax planning services to individuals and families. We take a holistic approach to financial planning, combining wealth management and tax planning to help our clients achieve their financial goals and plan for the future. With a team of experienced financial advisors, we offer personalized advice and guidance to help our clients make informed decisions about their financial futures. We work closely with our clients to understand their unique financial situations and develop customized plans tailored to their needs and goals. Our services include tax planning, wealth management, and investment management, as well as estate and trust planning.

Gosho Financial Group, based in San Mateo, brings world-class financial planning and investment management services to a personal level. Together, we develop your custom financial plan-your road map toward your life goals. Our worldwide perspective and many years of experience allow us to design and actively maintain custom portfolios that may include stocks, bonds, exchange-traded funds (ETFs) and mutual funds for maximum flexibility and risk management. Ongoing monitoring of the financial environment and time-tested financial analysis of your investments and your plan help us to help you stay on course and enjoy your journey.

Founded in 1993, Fuller & Thaler Asset Management, Inc. is a pioneer in the application of behavioral finance in investment management. Primarily focused on U.S. small-cap equities and mid-cap equities, the company's strategies have historically delivered exceptional results. The company's unique perspective and unconventional approach can provide meaningful diversification to mutual fund and separate account clients.

Sid Financial Services, based in San Mateo, CA, is a trusted financial planning firm dedicated to helping individuals, families, and small businesses achieve their financial goals. Our team, led by Kalvin Sid, CFP, MBA, CKA, provides comprehensive financial planning, investment advice, and risk management solutions tailored to each client's unique needs and values. With a focus on education and transparency, we empower our clients to make informed decisions about their financial future.