Financial Planners in Menlo Park, CA — 7 Firms (2026)
7 financial planners in Menlo Park, California meet our listing bar — a website plus a public review record. They average 4.27★ across 7 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Will Steinberger - Think Different Financial Planning at 5.0★ across 8 Google reviews.
Showing 7 of 7 · sorted by Google rating
1.
Will Steinberger - Think Different Financial Planning
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 101 Jefferson Dr, Menlo Park, CA 94025
2.
Silicon Valley Bank
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 2770 Sand Hill Rd, Menlo Park, CA 94025
3.
Focus
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1550 El Camino Real Ste 100, Menlo Park, CA 94025
4.
First Republic Bank
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 2550 Sand Hill Rd Suite 100, Menlo Park, CA 94025
5.
TD Ameritrade
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 800 El Camino Real Suite #100, Menlo Park, CA 94025
Services: advisory
6.
BMO Bank N.A Branches
★★★★★★★★★★3.5(12 Google reviews)✓ Verified on Google
Financial Planning · 701 Santa Cruz Ave, Menlo Park, CA 94025
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★3.0(35 Google reviews)✓ Verified on Google
Financial Planning · 633 Santa Cruz Ave, Menlo Park, CA 94025
Services: advisory
Top financial planners in Menlo Park
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Will Steinberger - Think Different Financial Planning | Financial Planning | 5.0 / 5 | 8 |
| 2 | Silicon Valley Bank | Financial Planning | 5.0 / 5 | 6 |
| 3 | Focus | Financial Planning | 5.0 / 5 | 5 |
| 4 | First Republic Bank | Financial Planning | 4.2 / 5 | 5 |
| 5 | TD Ameritrade | Financial Planning | 4.2 / 5 | 5 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.