Financial Planners in San Mateo, CA — 8 Firms (2026)
8 financial planners in San Mateo, California meet our listing bar — a website plus a public review record. They average 3.90★ across 8 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Sid Financial Services, LLC at 5.0★ across 35 Google reviews.
Showing 8 of 8 · sorted by Google rating
1.
Sid Financial Services, LLC
★★★★★★★★★★5.0(35 Google reviews)✓ Verified on Google
Financial Planning · 1710 S Amphlett Blvd #128, San Mateo, CA 94402
2.
CLEAR Retirement Advice
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 1900 S Norfolk St #350, San Mateo, CA 94403
3.
Chen Financial Group, LLC
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402
4.
Gosho Financial Group
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 1900 S Norfolk St #350, San Mateo, CA 94403
5.
BMO Bank N.A Branches
★★★★★★★★★★3.2(19 Google reviews)✓ Verified on Google
Financial Planning · 195 E 4th Ave, San Mateo, CA 94401
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.8(59 Google reviews)✓ Verified on Google
Financial Planning · 300 S El Camino Real, San Mateo, CA 94402
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.7(7 Google reviews)✓ Verified on Google
Financial Planning · 3150 Campus Dr, San Mateo, CA 94403
Services: advisory
8.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(27 Google reviews)✓ Verified on Google
Financial Planning · 2900 S El Camino Real, San Mateo, CA 94403
Services: advisory
Top financial planners in San Mateo
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Sid Financial Services, LLC | Financial Planning | 5.0 / 5 | 35 |
| 2 | CLEAR Retirement Advice | Financial Planning | 5.0 / 5 | 13 |
| 3 | Chen Financial Group, LLC | Financial Planning | 5.0 / 5 | 10 |
| 4 | Gosho Financial Group | Financial Planning | 5.0 / 5 | 8 |
| 5 | BMO Bank N.A Branches | Financial Planning | 3.2 / 5 | 19 |
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.