Independent Financial Planning and Investment Advice in the San Francisco Bay Area and around the country

At HC Financial Advisors, we have been serving as financial guides for our clients since 1986. Based in Lafayette, CA, our Registered Investment Advisory firm provides financial planning and investment management throughout the San Francisco Bay Area.

We believe that you are best served when your financial advisor puts your interests ahead of their own. That is why our financial advisors have the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® designation is one of the few certifications that require advisors to maintain a fiduciary obligation to all clients at all times.

The CFP® designation is also widely known for its rigorous educational and experience requirements and its emphasis on holistic planning. Your financial goals aren't limited to your investment portfolio, and we believe your planning should address all the areas of your financial life.

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Commission-free
advice

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Transparent
fee structure

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Fiduciary
responsibility

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Your interests
first

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No third-party commissions

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No product
sales

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No referral
fees

 

Our Financial Services

 
  • Income and expenses

  • Investments

  • Income taxes

  • Plans for retirement

  • Insurance needs

  • Education funding

  • Business succession

  • Social Security optimization

  • Estate planning

 

Let's Chat.

Let's see how we can help you achieve your financial goals. Use the form below to request a 30-minute discovery call.

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