Best Financial Advisors in Mountain View

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
70+
Advisors
4.8/5.0
Average Rating

Mountain View Financial Landscape

Home to major tech firms, Mountain View's economy thrives on innovation and entrepreneurship. The city benefits from a highly educated workforce and a strong startup ecosystem.

Major industries
Technology, Biotechnology, Telecommunications
Population
77.8K (metro: 778.5K)
Median household income
$150,000
Unique needs
Focus on tech diversification, housing affordability, and sustainable growth.
Market Insights
Economic Growth
According to BEA (2023), Mountain View's economy grew by 5% last year, driven by tech sector expansion.
Wealth Demographics
According to Census (2023), the median income in Mountain View is $150,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Mountain View increasingly specialize in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Mountain View is 40% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), the median home price in Mountain View is approximately $1.5 million, indicating a competitive market.
Business Environment
According to Fortune (2024), Mountain View's business climate is favorable, with a strong support system for startups and established firms.

Top 5 Financial Advisors in Mountain View

Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS®
★ ★ ★ ★ ★ 5
The Mountain View Group - Morgan Stanley
★ ★ ★ ★ ★ 5
Wealth Architects
★ ★ ★ ★ ★ 5
Three Bridge Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Mountain View, 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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Mountain View-Specific Expertise
For Mountain View residents working in Technology, Biotechnology, Telecommunications, 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
Mountain View's tech concentration poses risks; diversify investments to mitigate downturns. Real estate prices are high, indicating bubble risks. Prepare for earthquakes and wildfires.

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