Best Financial Advisors in San Leandro

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
4.4/5.0
Average Rating

San Leandro Financial Landscape

With a population of 87,965, San Leandro is a hub for diverse industries, including manufacturing and healthcare. The city's strategic location enhances its economic potential.

Major industries
Manufacturing, Healthcare, Retail
Population
87965
Median household income
$80,000
Unique needs
San Leandro requires tailored financial strategies to address its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), San Leandro's economy has shown steady growth, driven by local manufacturing and service sectors.
Wealth Demographics
According to Census (2023), the median income in San Leandro is approximately $80,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in San Leandro are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in San Leandro is rising, particularly in housing and transportation.
Real Estate Market
According to Zillow (2024), the real estate market in San Leandro is competitive, with home prices increasing due to demand.
Business Environment
According to Fortune (2024), San Leandro's business climate is favorable, with incentives for startups and established businesses alike.

Top 5 Financial Advisors in San Leandro

California Financial Advisors
★ ★ ★ ★ ★ 5
Modern Financial Planning
★ ★ ★ ★ ★ 5
FI TAX CREDIT FINANCIAL SERVICES
★ ★ ★ ★ ★ 5
Summit Wealth & Retirement Partners
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS®|CRPS™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in San Leandro, 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 Leandro-Specific Expertise
For San Leandro residents working in Manufacturing, Healthcare, 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
San Leandro's tech and healthcare sectors face concentration risks. Housing prices are rising, indicating potential bubble concerns. Prepare for flooding risks and diversify investments.

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