The Gold Standard Directory

The best financial advisors in Cupertino, CA

P

#1

Pesta & Pesta Wealth Management

Financial advisors, Cupertino, CA

5.0 stars13 reviews

C

#2

Capital V Group

Financial advisors, Cupertino, CA

5.0 stars9 reviews

C

#3

Cathleen Petersen Financial

Financial advisors, Cupertino, CA

5.0 stars2 reviews

M

#4

Masterlife Financial Group Inc

Financial advisors, Cupertino, CA

5.0 stars1 reviews

T

#5

TransGlobal Holding Company 美國泛宇集團

Financial advisors, Cupertino, CA

5.0 stars1 reviews

S

#6

Silicon Valley Wealth Advisors, LLC

Financial advisors, Cupertino, CA

3.4 stars5 reviews

C

#7

Chase Investment Services

Financial advisors, Cupertino, CA

3.0 stars2 reviews

C

#8

Charles Schwab

Financial advisors, Cupertino, CA

2.9 stars11 reviews

C

#9

Carlton Pace Wealth Management, Inc.

Financial advisors, Cupertino, CA

1.0 stars1 reviews

How the order is set: in each area and niche, the highest Google rating among businesses with at least 25 Google reviews comes first, a tie goes to more reviews, and businesses with fewer reviews follow. The first card is the Gold Standard Pick. Ratings, reviews and contact details are from our own scan of the area. Nobody can pay for a place. Updated November 15, 2026.

The Gold Standard Directory by The Algo Vision.