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Financial Advisor San Francisco

Financial Advisor
San Francisco, California

You may be looking for how to find a financial advisor in San Francisco. Open Advisors is one of the top financial firms in San Francisco. We require no minimums for our clients because we believe individuals in all stages of life should be able to access professional financial guidance. Additionally, we have flat fees because you shouldn’t get punished for success. As one of San Francisco’s top financial firms, we offer personalized plans because we believe your financial plan should be as unique as you.

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The Golden City, home to the Golden Gate Bridge, also known as Fog City, San Francisco has a long and interesting history of nicknames. The city even has a nickname for its famous fog - they call the fog “Karl.” Karl the Fog even has his own Twitter account.

The city by the bay is probably most famous for the massive red Golden Gate Bridge located in the San Francisco Bay. The bridge is the most photographed site in the city. At one time, the bridge was designated the greatest man-made sight in the United States by the U.S. Travel Service.

Close to Golden Gate Bridge is Alcatraz Island, home to one of America’s most infamous prisons. Alcatraz penitentiary operated for nearly 30 years, before closing in 1963. It re-opened as a tourist attraction in 1973. Some of America’s most notorious criminals like Al Capone and the “Bridma,” were inmates at Alcatraz.

San Francisco's Fisherman’s Wharf is one of the most popular destinations in the city. Some of the main attractions near Fisherman’s Wharf include Madame Tussauds Wax Museum, Musee Mecaneque, and Ghirardelli Square. You can see restored 19th and 20th-century ships lining the waterfront at the Hyde Street Pier, which is now the San Francisco Maritime National Historic Park.

The San Francisco cable cars are probably the second most recognized images associated with the city after the Golden Gate Bridge. The cable cars were introduced in 1873 to help locals travel over the steep hills the city was built on. These cable cars still operate today and remain the only public transport system to be declared a historic monument. The Powell-Mason and Powell-Hyde routes are the most scenic.

Looking for the Best Financial Advisor in San Francisco, California?

Financial Advisor

Working with a financial advisor in San Francisco, means you’re choosing to partner with an expert to help you make the most informed decisions for your financial well-being. You have a busy life and limited time and resources. Depending on experts for guidance in important decisions is normal and wise. You depend on medical professionals for health guidance, why not do the same for your financial health? Working with an experienced financial advisor puts you in the best position to achieve your short-term and long-term financial goals.

Financial Planning

Do you have a financial plan that you trust to take you safely into retirement? You wouldn’t set out on a cross country trip without a map or GPS and expect a smooth trip. You’d likely get lost along the way, and waste precious time and resources. Financial planning is the process of designing a plan that works for your goals today and will show you how to get to where you want to be after retirement. The plan changes as your life and preferences change, but ensures you’re always on a realistic path to meet your financial goals.

Wealth Management

Your financial plan will cover all areas that affect your financial well-being, including investments, taxes, estate planning, accounting, and retirement. Having a solid financial plan in place is critical, but to bring it to life and make it work for you, active and strategic management is a must. Wealth management is a designed system that makes sure you're making the right choices, adjustments, and maximizing the potential of every dollar you earn.

Estate Planning

Estate planning is for everyone, not only the wealthy. If you own anything and have ever held a job, you need estate planning. Every working-age adult would be wise to have an estate plan. An estate plan ensures that your affairs are settled as you wish after you pass. It’s a simple plan that lets you have the say in who inherits your hard-earned possessions while protecting your loved ones and minimizing family conflict.

Financial Planning For Tech Employees

Open Advisors has a special relationship with our San Francisco tech employee clients. We work with many professionals in the tech industry and understand the uniqueness of your industry. Tech employees can take advantage of the many benefits offered through their companies if they know how to maximize their options. We can help you understand how Roth 401(k) and Mega Backdoor Roths work, and how to set them up to get maximum value from your portfolio.

Business Succession Planning

Having the right leaders in place should the unexpected occur is critical for the health of a business. Without a business succession plan in place, your company is vulnerable to internal conflict and possible failure. A business succession plan is a way to disaster-proof your business by identifying the most qualified leaders before they’re needed and creating a structure for sustained growth no matter what unexpected issues arise.

Open Advisors,
San Francisco

44 Montgomery Street, Suite 2950
San Francisco, CA 94104
Phone: 925-659-0361
Mon-Fri: By Appointment

Helpful Financial Resources in San Francisco, California

San Francisco Chamber of Commerce

235 Montgomery Street Suite 760
San Francisco, CA 94104

The San Francisco Chamber of Commerce is a great resource for businesses across all industries. They advocate for businesses and organizations through organizing community events, programs, and partnerships.

San Francisco Government

This website page is the home to San Francisco’s local government.
Find resources for activities, building codes, starting a business, and more.

San Francisco Business Portal

Everything you need to start, manage, and grow your business in San Francisco.
Comprehensive information keeps businesses compliant and more.

Small Business Association San Francisco

455 Market Street Suite 600
San Francisco, CA
Phone: 415-744-6820

The SBA of San Francisco helps small businesses succeed by aiding, counseling, and assisting small business owners through SBA and its resource partners.

Looking for a Financial Advisor
in San Francisco?

Schedule a Free Consultation

Frequently Asked Questions

You may be looking for how to find a financial advisor in San Francisco. Open Advisors is one of the top financial firms in San Francisco. We require no minimums for our clients because we believe individuals in all stages of life should be able to access professional financial guidance. Additionally, we have flat fees because you shouldn’t get punished for success. As one of San Francisco’s top financial firms, we offer personalized plans because we believe your financial plan should be as unique as you.

But before you commit, you probably want to know more about finding the right San Francisco financial advisor. We understand, and that’s why we’ve put together this article to answer the top questions our clients ask us before partnering with us. We hope this helps.

What Does a Financial Advisor Do?

You might be wondering exactly what a financial advisor does with your money. How do they decide on the best way to manage your investments? The first thing you should know is that a financial advisor does a lot more than just recommend stocks and investments. The primary goal of a financial advisor is to construct a personalized financial plan tailored to achieve your short and long term financial goals.

Your financial plan will include strategies for investments, saving, budgeting, insurance, and taxes. After your plan is in motion, your financial advisor works with you to modify it to meet your needs as your life changes.

How Do You Create a Financial Plan?

Your financial advisor will give you a questionnaire to begin the process. The goal is to get a complete picture of your assets, liabilities, income, and expenses. You’ll also note pensions, income sources, retirement needs, and describe any long-term financial obligations. The questionnaire will also ask you about your risk tolerance.

The financial advisor takes the information from your questionnaire and designs a comprehensive financial plan to serve as a road map for your future. They’ll begin with a summary of the key finding from the questionnaire. The plan creates simulations of best and worst-case retirement scenarios. Examples include outliving your money, so you’ll be prepared for all possible situations.

After you review the plan with your advisor and make necessary adjustments, you’ll be ready to put your plan into action and secure your future with a new level of certainty.

Who Should Use a Financial Advisor?

Anyone can work with a financial advisor at any stage in life. You don’t need to have accumulated a high net worth to work with a financial advisor. Ideally, everyone who has a job and someday wants to retire would use the services of a financial advisor. However, you may come to terms with needing a financial advisor at different times than others.

Here are three good reasons to hire a financial advisor:

  1. You feel “lost” when planning for your financial future and want professional help to build a roadmap.
  2. When it comes to money you’re not motivated or interested enough to do the research necessary to build a solid financial plan. You’d rather have a professional help you take care of it and invest your time in other areas.
  3. You enjoy managing your money, but see the value of having an impartial and unemotional third-party opinion.

How Much Will I Spend on a Financial Advisor in San Francisco?

How much your San Francisco financial advisor will charge you depends on the fee structure they use. Some advisors charge a percentage of their client’s account balance - typically .25% to 1% per year. It can vary depending on the size of the balance. Other advisors, like Open Advisors, charge a flat fee depending on your needs and requirements.

Are Financial Advisors Worth it?

Many people wonder whether financial advisors are worth it and if they should just manage their own financial plan. It’s a good thing to wonder, and like many complicated questions in life, it depends. If you’re thinking “I need a financial advisor,” then you probably should try one. There are some bad apples out there, but the majority work hard to do their best to give maximum value to their clients. A good financial advisor can do amazing things for your financial life.

What type of Financial Advisor Do I need?

If you’re not sure what you need help with, it’s best to meet with an advisor who can look at your whole financial picture and help point you in the right direction. An advisor that is a certified financial planner (CFP) or chartered financial consultant (ChFC) is usually a safe choice. They can assess your whole situation and help you create a plan that meets your short and long-term goals.

Ready to Meet with a San Francisco Financial Advisor?

If you like the idea of building a financial roadmap to secure your future Open Advisors would love to help. Creating the future you want starts with making a plan today. True peace of mind comes with knowing you have the right plan. A good financial advisor works with you every step of the way to create a unique plan to meet your goals. Remember, your plan will change with your life, and your financial advisor will guide you through those changes.

It’s never too early, or late, to get organized and on the path to security.

Financial Advisor San Francisco

Put your goals into action!

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