Best Financial Advisors in Redwood City

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
80+
Advisors
4.6/5.0
Average Rating

Redwood City Financial Landscape

The economy is driven by tech innovation, with a strong presence of startups and established firms. The city benefits from proximity to major employers and a skilled workforce.

Major industries
Technology, Healthcare, Education
Population
80.9K (metro: 808.7K)
Median household income
$120,000
Unique needs
Redwood City requires strategic planning for tech sector volatility and housing affordability.
Market Insights
Economic Growth
According to BEA (2023), Redwood City's economy grew by 4.2% last year, driven by tech sector expansion and increased consumer spending.
Wealth Demographics
According to Census (2023), the median income in Redwood City is approximately $120,000, reflecting the high cost of living in the area.
Advisor Specializations
Based on BLS (2023), financial advisors in Redwood City increasingly specialize in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Redwood City is 30% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the median home price in Redwood City is around $1.5 million, with a competitive market and limited inventory.
Business Environment
According to Fortune (2024), Redwood City offers a favorable business climate with access to venture capital and a skilled workforce.

Top 5 Financial Advisors in Redwood City

Team Hewins
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: David M Amann, CFP®|ChFC®
★ ★ ★ ★ ★ 5
EP Wealth Advisors
★ ★ ★ ★ ★ 5
Pettinelli Financial Partners
★ ★ ★ ★ ★ 5
Griffin Black Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Redwood City, 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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Redwood City-Specific Expertise
For Redwood City residents working in Technology, Healthcare, Education, 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
Redwood City's tech reliance poses risks; diversify investments to mitigate downturns. Housing prices are high, indicating bubble risks. Prepare for earthquakes and wildfires.

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