Best Financial Advisors in San Bruno

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
40+
Advisors
4.7/5.0
Average Rating

San Bruno Financial Landscape

With a population of 42,443, San Bruno's economy is heavily influenced by the tech industry, driven by nearby Silicon Valley. The city benefits from a mix of retail, healthcare, and service sectors.

Major industries
Technology, Retail, Healthcare
Population
42.4K (metro: 7.8M)
Median household income
$103,000
Unique needs
San Bruno requires tailored financial advice due to its tech-driven economy and high cost of living.
Market Insights
Economic Growth
According to BEA (2023), San Bruno's economy is growing steadily, driven by tech and retail sectors, with a projected growth rate of 3% annually.
Wealth Demographics
According to Census (2023), the median income in San Bruno is approximately $103,000, reflecting the city's affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in San Bruno are increasingly specializing in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), San Bruno's cost of living is 40% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the median home price in San Bruno is around $1.2 million, indicating a competitive and potentially overvalued market.
Business Environment
According to Fortune (2024), San Bruno's business climate is favorable, with a strong emphasis on tech startups and retail growth.

Top 5 Financial Advisors in San Bruno

Edward Jones
★ ★ ★ ★ ★ 5
Bay City Financial
★ ★ ★ ★ ★ 5
True Root Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Sven Geffken, CFP®
★ ★ ★ ★ ★ 5
Ben Yohanan Annuity & Insurance
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in San Bruno, 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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San Bruno-Specific Expertise
For San Bruno residents working in Technology, Retail, Healthcare, 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
San Bruno's tech focus poses risks from market volatility. Housing prices are high, suggesting a potential bubble. Prepare for earthquakes and diversify investments.

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