Explore Financial Advisors Serving Cupertino, CA

Aegis Financial Advisory provides fee-only fiduciary financial planning and investment management for pre-retirees and retirees. Specializing in retirement income strategies, Social Security optimization, and tax-efficient wealth management, we serve clients across the U.S. from offices in Portland and the San Francisco Bay Area. Our certified professionals deliver personalized solutions grounded in evidence-based practices and fiduciary responsibility.

S P Asset Management provides specialized financial advisory services for entrepreneurs and executives, focusing on portfolio management, tax planning, and estate planning. Our firm combines fundamental investment strategies with expertise in stock options and cross-border tax issues to help clients build and preserve wealth. We serve high-net-worth individuals and families, offering tailored solutions to navigate complex financial challenges.

Honu Wealth provides fiduciary financial planning and investment advisory services tailored to wealth accumulators, pre-retirees, and legacy-focused clients. Our Cupertino-based team specializes in comprehensive financial strategies, including retirement planning, tax optimization, and estate transitions. We combine personalized guidance with a fixed-fee wealth management model to deliver transparent, conflict-free solutions.