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.
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SF
Sid Financial Services, LLC✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 35 Google reviews.
CR
CLEAR Retirement Advice✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 13 Google reviews.
CF
Chen Financial Group, LLC✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 10 Google reviews.
GF
Gosho Financial Group✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning. Rated 5.0★ across 8 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering advisory. Rated 3.2★ across 19 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning, and advisory. Rated 2.8★ across 59 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning, and advisory. Rated 2.7★ across 7 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Mateo, CA
Financial Planning in San Mateo, California offering financial planning, and advisory. Rated 2.5★ across 27 Google reviews.
Top financial planners in San Mateo
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sid Financial Services, LLC✓ | Financial Planning | ★ 5.0 | 35 |
| 2 | CLEAR Retirement Advice✓ | Financial Planning | ★ 5.0 | 13 |
| 3 | Chen Financial Group, LLC✓ | Financial Planning | ★ 5.0 | 10 |
| 4 | Gosho Financial Group✓ | Financial Planning | ★ 5.0 | 8 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.2 | 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.