Top 15 Financial Advisors in Novato, CA

Jenny Schultz We switched CPAs in 2019 and part of that switch was getting true expertise to streamline our bookkeeping. After talking with Zane, it was an easy decision to go with Protea. They are very thorough in their attention to detail, a pleasure to work with and have gone above and beyond, even with the "other" tasks that they manage for me. They really are a dream team to work with and have taken so much off of my plate. I am forever grateful for Zane and his team.

Marta Gomez I would not have gotten this far without Brandon’s professionalism. He identified potential issues and addressed them right away as he navigated what was going to be a bit of a tricky loan. When things looked like they might not work out, he offered up solutions at precisely the right time overcoming each hurdle as they came. I really appreciate his full attention to detail and effort to not give up so I could obtain the financing needed to improve my new home. I am closing on time and with as much money as possible and I really cannot thank him enough. Where others failed before him, he stepped up and made it happen for me. Once again, West Cal Financial for the win.

Douglas Arnold Lou and his team have recommended investments that beat the market, just as Gary consistently did when he was at the helm. The team makes everything easy for me, tracking down and figuring out all of the paperwork needed to keep my investments current to my circumstances. For these reasons I am a loyal customer still, even though I have moved to the East Coast.

Tom Faulk The best financial advisor Ive ever had over the years!

ryan donovan Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income. He is well informed as to where one should put their money, which will work to their advantage.

Tommy Ryan Lee Just trust these guys. They are good.

Jerry Pascoe My wife and I have worked with Tim at Valley Oak for several years now. We really appreciate his in depth knowledge and ability to explain the complexities of investments and provide valuable advice that has helped us plan well for retirement. We highly recommend Tim and his team!

Janine Oswalt I recently had the pleasure of working with Brandon. From the moment we met, I could sense his dedication to making a positive impact on the lives of others. What sets Brandon apart is not only his extensive knowledge of financial matters but also his genuine and family-oriented approach. His commitment to educating children about financial literacy is truly commendable, and it reflects his understanding of the importance of instilling these skills from an early age. This speaks volumes about his dedication to building a financially empowered future generation. Brandons friendly and approachable demeanor creates a comfortable environment for learning. His presence is reassuring, making complex financial concepts accessible and easy to understand. He goes above and beyond to ensure his clients feel supported and informed. If you are seeking a knowledgeable, friendly, and family-oriented financial consultant who genuinely cares about your financial well-being, Brandon is the expert to turn to. I highly recommend his services for anyone looking to navigate their financial journey with confidence and empowerment.

Sherry Elias Kevin, Sue and Michael, Are the ultimate professional wealth investors. We appreciate their knowledge base and accessibility… We wish them continued success!!

S Sm Troy Evans of Ameriprise did a great job pretending to be my "financial planner," when he wanted me to buy his investments, but when they went bad and my financial life was in ruins, he simply stopped working for me. Like some others, I got really lucky with a stock that I had through a work situation. Because I was now a single "at home" mom, raising two children alone, I thought that Troy could manage my assets, which (as he said) were enough to live on for the rest of my life if I planned correctly. I went to Troy hoping to divest myself of some of my "risky" stock and reinvest in a diversified portfolio that would earn me money and keep me safe financially. This didnt happen. In short, Troy took my money, put it in completely risky investments (google Inland American REIT, which I still cant get out of eight years later) and then didnt do another thing for me except sell his bad investments. He lied to me about Inland American, saying I shouldnt worry about the paperwork that said it could be a very long-term investment. When I called him worried about my investments just prior to the crash, he told me it was novice investor jitters and that I should just hold tight. When I called and asked if I should have the kids college money in a 529 plan or some other safer investment tool, he said no, that he thought it would do much better with him. What I didnt know was that Troy wasnt really developing the best financial plan for me. He was developing a financial plan that would make him money. He put me in more risky investments, that did fine for a short time and then dumped my original investment to about 2/3 of its original value. This might have been ok, if I wasnt living off of the money and didnt have kids headed to college, but this wasnt the case. Troy had simply hadnt built the right protections into place. ( Ironically, if I had held on to my "risky" stock instead of investing with Troy, I would have almost tripled my original investment by now and would have no financial concerns.) Even worse, after he lost this chunk of money, Troy just stopped working on my account. He was still charming and personable on the phone, but when I asked for my financial plans, he couldnt find them. When I wanted him to transfer money to a Roth IRA at the end of the year, he couldnt be found. When I wanted him to re-do my financial plan and re-balance my portfolio, he made up one excuse after another about why he couldnt do it. When I called him during ski season, he was always on the slopes. While my financial life was falling apart, he seemed to be doing great. I talked to another friend who had had the same experience with him. What we didnt know then was that he had apparently gotten some business with employees from Genentech and didnt need to bother with his old clients now that he had his next cash cow. Nice guy. If you need your money, dont trust Troy Evans of Ameriprise.

Colin Hallatt I called to inquire about exchanging money and got hung up on twice