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.
No third-party commissions