Best Financial Planners in San Mateo Area 2025 Winners

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Discover the Best Financial Planners in the San Mateo Area

The Best of San Mateo Awards recognize trusted local professionals across 120+ categories—including the top financial planners and wealth advisors in the region. Voted by the community, these financial experts are known for helping individuals, families, and business owners plan for the future with clarity and confidence. From retirement and investment planning to estate and tax strategies, these professionals offer personalized solutions that support long-term financial health. Participation is free—celebrate the most respected financial planners in San Mateo.

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    2025 Winner:
    Best Financial Planners

    SD Mayer & Associates LLP

    Member: San Mateo Area Chamber of Commerce
    Featured
    Phone: (415) 691-4616
    Website

    SD Mayer & Associates LLP, situated along the Hwy 92 corridor in San Mateo, is a full-service accounting and advisory firm. They offer personalized services in accounting, tax planning, business advisory, and audit services to clients of all sizes across various industries, staying connected with the local business community to provide relevant, tailored solutions.

    411 Borel Ave Ste512
    San Mateo, California 94402
  • 2025 Top 5:
    Best Financial Planners

    Edward Jones РErin Sinclair, CFP®

    Member: San Mateo Area Chamber of Commerce

    Erin Sinclair is a Certified Financial Planner‚Ñ¢ with Edward Jones in San Mateo. She provides personalized financial advice, helping clients with retirement planning, investment strategies, and wealth management. Erin's client-centric approach and commitment to financial education empower individuals to make informed decisions about their financial futures.

    411 Borel Ave Ste505
    San Mateo, California 94402
  • 2025 Top 5:
    Best Financial Planners

    FocusYOU

    Member: San Mateo Area Chamber of Commerce

    FocusYOU is a financial coaching firm based in San Mateo, led by William D. Pitney. They offer a unique "No-Guilt Process" to help clients make confident financial decisions. By focusing on education and personalized guidance, FocusYOU assists individuals in achieving financial clarity and building the life they desire.

    1670 S Amphlett Blvd Ste214-49
    San Mateo, California 94402
  • 2025 Top 5:
    Best Financial Planners

    Maven Lane Financial Group

    Member: San Mateo Area Chamber of Commerce

    Maven Lane Financial Group, based in San Mateo, offers personalized financial planning focused on simplifying clients' financial journeys. Their mission is to create viable, goal-driven financial plans that resonate with individual aspirations. By connecting with clients nationwide, they provide comprehensive strategies encompassing retirement, investment, estate, insurance, and tax planning, all tailored to help clients design their best financial life and legacy.

    1700 S El Camino Real #504
    San Mateo, California 94402
  • 2025 Top 5:
    Best Financial Planners

    Pettinelli Financial Partners

    Member: San Mateo Area Chamber of Commerce

    Located in Redwood City, Pettinelli Financial Partners is a multi-generational planning firm dedicated to helping families, professionals, and entrepreneurs grow and preserve their livelihoods. They leverage a proven planning process and coordinate with clients' advisory teams to achieve financial goals, focusing on building and maintaining wealth across generations.

    555 Veterans Blvd Ste100
    Redwood City, California 94063
  • 2025 Top 5:
    Best Financial Planners

    Sid Financial Services, LLC

    Sid Financial Services, LLC, based in San Mateo, assists clients in clarifying their financial goals and developing realistic plans to achieve them. They offer comprehensive financial planning services, focusing on personalized strategies that align with clients' unique financial objectives.

    1710 S Amphlett Blvd Ste128
    San Mateo, California 94402

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Top Financial Planners & Wealth Advisors in San Mateo

In the San Mateo Area, financial planners help clients create customized financial strategies that grow, protect, and preserve their wealth across life’s milestones.

Retirement Planning: Advisors develop plans to help clients retire comfortably, including savings goals, 401(k) rollovers, IRA strategies, and income forecasting.

Investment Management: Financial planners offer portfolio design, risk assessment, and asset allocation tailored to each client’s goals and risk tolerance.

College Savings & Education Planning: Services include 529 plans and funding strategies to reduce the burden of future tuition costs.

Tax Optimization Strategies: Many planners coordinate with CPAs to develop tax-efficient investment and income strategies.

Estate & Legacy Planning: Professionals help with wills, trusts, charitable giving, and multigenerational wealth transfers.

Insurance & Risk Management: Advisors evaluate needs for life, disability, and long-term care insurance to protect families and finances.

Cash Flow & Budgeting: Planners assist with debt management, expense tracking, and savings plans to help clients reach financial independence.

Fiduciary Guidance: Many of San Mateo’s top financial planners act as fiduciaries—putting clients’ best interests first with transparent advice.

Small Business Planning: Some financial advisors offer succession planning, SEP IRAs, and retirement plans tailored to business owners.

The Best Financial Planners in San Mateo—voted by the public—are known for professionalism, trusted relationships, and delivering long-term value through thoughtful, strategic advice.