Best Financial Advisors in Cupertino

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.5/5.0
Average Rating

Cupertino Financial Landscape

Cupertino's economy thrives on technology and education, bolstered by major employers like Apple. The city benefits from a highly educated workforce and strong local infrastructure.

Major industries
Technology, Education, Retail
Population
60.2K (metro: 1.0M)
Median household income
$150,000
Unique needs
Cupertino requires tailored financial strategies to address tech sector volatility and high living costs.
Market Insights
Economic Growth
According to BEA (2023), Cupertino's economy grew by 4.5% last year, driven by tech sector expansion.
Wealth Demographics
According to Census (2023), the median income in Cupertino is $150,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Cupertino increasingly specialize in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Cupertino's cost of living is 50% higher than the national average, driven by housing and services.
Real Estate Market
According to Zillow (2024), the median home price in Cupertino is $2.2 million, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Cupertino's business climate is favorable, with low unemployment and a strong entrepreneurial ecosystem.

Top 5 Financial Advisors in Cupertino

Pesta & Pesta Wealth Management
★ ★ ★ ★ ★ 5
Capital V Group
★ ★ ★ ★ ★ 5
Modern Wealth Management - Campbell
★ ★ ★ ★ ★ 5
MA Private Wealth, Financial Advisors
★ ★ ★ ★ ★ 5
Wealth Cairn - An Investor Coaching Company
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Cupertino, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Cupertino-Specific Expertise
For Cupertino residents working in Technology, Education, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Cupertino's tech focus poses concentration risks; housing prices may indicate a bubble. Prepare for potential earthquakes and diversify investments to mitigate economic downturns.

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