Best Financial Advisors in San Rafael

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
4.6/5.0
Average Rating

San Rafael Financial Landscape

With a population of 58,994, San Rafael serves as a commercial hub for Marin County, boasting a diverse economy. The city benefits from proximity to San Francisco, enhancing its economic potential.

Major industries
Healthcare, Retail, Technology
Population
58.9K (metro: 1.0M)
Median household income
$100,000
Unique needs
San Rafael requires tailored financial strategies to address its unique economic landscape and demographic shifts.
Market Insights
Economic Growth
According to BEA (2023), San Rafael's economy has shown resilience with a growth rate of 3.2%, driven by healthcare and tech sectors.
Wealth Demographics
According to Census (2023), the median income in San Rafael is approximately $100,000, reflecting a relatively affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in San Rafael are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), San Rafael's cost of living is approximately 30% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the median home price in San Rafael is around $1.2 million, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), San Rafael's business climate is favorable, with a growing number of startups and established firms in the region.

Top 5 Financial Advisors in San Rafael

Fiduciary Financial Group
★ ★ ★ ★ ★ 5
Callahan Financial Planning | San Rafael Financial Advisors
★ ★ ★ ★ ★ 5
Stonebridge Financial Group
★ ★ ★ ★ ★ 5
Hutchinson Capital Management | Bay Area Financial Planning
★ ★ ★ ★ ★ 5
Anthony Trias - CERTIFIED FINANCIAL PLANNER
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in San Rafael, 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 Rafael-Specific Expertise
For San Rafael residents working in Healthcare, Retail, Technology, 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 Rafael's tech focus necessitates diversification to mitigate market volatility. Real estate prices are high, posing bubble risks; consider geographic investment diversification. Flooding is a conc...

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