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.
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WS
Financial PlanningMenlo Park, CA
Financial Planning in Menlo Park, California offering financial planning. Rated 5.0★ across 8 Google reviews.
SV
Silicon Valley Bank✓ Verified
Financial PlanningMenlo Park, CA
Financial Planning in Menlo Park, California offering financial planning. Rated 5.0★ across 6 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningMenlo Park, CA
Financial Planning in Menlo Park, California offering financial planning. Rated 4.2★ across 5 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningMenlo Park, CA
Financial Planning in Menlo Park, California offering financial planning, and advisory. Rated 4.2★ across 5 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningMenlo Park, CA
Financial Planning in Menlo Park, California offering advisory. Rated 3.5★ across 12 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningMenlo Park, CA
Financial Planning in Menlo Park, California offering financial planning, and advisory. Rated 3.0★ across 35 Google reviews.
Top financial planners in Menlo Park
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Will Steinberger - Think Different Financial Planning✓ | Financial Planning | ★ 5.0 | 8 |
| 2 | Silicon Valley Bank✓ | Financial Planning | ★ 5.0 | 6 |
| 3 | Focus✓ | Financial Planning | ★ 5.0 | 5 |
| 4 | First Republic Bank✓ | Financial Planning | ★ 4.2 | 5 |
| 5 | TD Ameritrade✓ | Financial Planning | ★ 4.2 | 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.