Fremont, California—nestled in the heart of Silicon Valley—serves as a hub for innovation, entrepreneurship, and long-term financial planning. With a diverse population and a strong economic foundation, the city offers a wide selection of investment firms catering to various financial needs. These firms provide services such as asset management, retirement planning, risk analysis, and tax-efficient investment strategies. Whether independently owned or part of larger financial institutions, Fremont’s investment advisors bring different approaches to portfolio management and client service. This overview offers a neutral glimpse into the investment firms available in Fremont, helping individuals understand their options without endorsing specific providers.
1. DCN Wealth Management
DCN Wealth Management is a financial advisory firm based in Fremont, California. The firm specializes in providing personalized wealth management services to individuals and businesses, focusing on strategic financial planning and investment management. Their team is dedicated to helping clients achieve their long-term financial goals through tailored solutions and expert guidance.
Phone: (510) 431-8658
Email: [email protected]
Address: 39199 Paseo Padre Pkwy, Suite A, Fremont, CA 94538, United States
Website: dcnwealthmanagement.com
2. Morling Financial Advisors, LLC
Morling Financial Advisors, LLC (MFA) is a privately held, independent registered investment advisory firm based in Fremont, California. Established in 1999, MFA specializes in tax-smart wealth management, offering services such as financial and tax planning, investment management, and alternative investments. The firm caters to a diverse clientele, including high-net-worth individuals, business owners, and professionals, providing personalized solutions adapted to each client’s current and future needs. MFA operates as a fiduciary, ensuring that clients’ best interests are the top priority. The firm’s team brings diversified expertise in areas like real estate, international affairs, and various industries, allowing them to offer unique and customized financial strategies. With a commitment to comprehensive financial analysis and tailored services, Morling Financial Advisors aims to empower clients to take control of their financial future.
Phone: (844) 667-5464
Address: 39355 California Street, Suite 201A, Fremont, CA 94538, United States
Website: morlingfinancialadvisors.com
3. EnFin Wealth Management
EnFin Wealth Management is a financial advisory firm based in Fremont, California, led by Neepa Shah. The firm specializes in providing personalized financial planning and insurance services to individuals, families, and small businesses. Neepa Shah’s approach to financial planning is informed and holistic, focusing on understanding clients’ financial goals in-depth before developing tailored strategies to meet their current and future needs. With a background in engineering and finance, Neepa brings a methodical and analytical perspective to financial management. She holds FINRA Series 7 and 66 securities licenses, as well as life and health insurance licenses. Neepa’s calm and patient disposition instills confidence and reassurance in clients as they navigate the complexities of planning for their financial future.
Phone: (510) 789-2411
Email: [email protected]
Address: 2201 Walnut Ave, Suite 260, Fremont, CA 94538, United States
Website: enfinwealth.com
4. Carlos Gallardo – Merrill Financial Solutions Advisor
Carlos Gallardo is a licensed Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, operating from the Fremont, California office. He offers personalized financial guidance, including investment strategies and portfolio management, to help clients pursue their financial goals. Carlos is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 66 licenses, allowing him to provide comprehensive financial advice. He is also registered as an Investment Advisor Representative in California and Texas.
Phone: (510) 896-1156
Email: [email protected]
Address: 39300 Fremont Blvd, Fremont, CA 94538, United States
Website: locations.merrilledge.com/ca/fremont/financial-advisor-fremont-ca-9020.html
5. Multifamily University
Multifamily University is the educational arm of Grocapitus Investments, founded by Neal Bawa, a data-driven real estate investor known as the “Mad Scientist of Multifamily.” The platform offers a wealth of free resources, including webinars, podcasts, videos, and tools like the “Location Magic System,” designed to help investors identify high-potential real estate markets. Multifamily University emphasizes the importance of data and core competencies in multifamily investing, aiming to provide investors with the knowledge and tools to succeed in the commercial real estate sector.
Phone: (408) 290-4136
Email: [email protected]
Address: 35216 Noel Pl, Fremont, CA 94536, United States
Website: multifamilyu.com
6. FB Investment Services, a Division of Fremont Bank
FB Investment Services is the wealth management division of Fremont Bank, offering comprehensive financial planning and investment solutions. Their services include retirement planning, estate planning, insurance, and college savings plans. The firm provides access to a wide range of investment services and products tailored to meet the needs of individuals at various life stages. As a division of Fremont Bank, they emphasize a holistic approach to financial planning, helping clients pursue their financial goals with personalized strategies.
Phone: (510) 943-1990
Email: [email protected]
Address: 39150 Fremont Blvd, 4th Floor, Fremont, CA 94538, United States
Website: fbinvestmentservices.com
7. Charles Schwab – Fremont Branch
The Charles Schwab branch located at 3161 Stevenson Blvd in Fremont, California, offers a full range of brokerage, banking, and financial advisory services. Clients can access personalized investment guidance, retirement planning, and wealth management solutions. The branch is staffed with Financial Consultants who provide tailored advice to help individuals and families achieve their financial goals. Additionally, Schwab offers complimentary workshops and 24/7 support through their national helpline.
Phone: (510) 445-3600
Address: 3161 Stevenson Blvd, Fremont, CA 94538, United States
Website: client.schwab.com/Public/BranchLocator/branchdetails.aspx?branchid=1009
Navigating Fremont’s Investment Advisory Options
Selecting an investment firm is a personal decision influenced by individual goals, financial complexity, and preferred advisory styles. Fremont’s financial market presents a variety of firms with unique strengths, making it possible to find a match whether you’re new to investing or managing significant assets. This guide does not promote any particular firm, but rather outlines the diversity of choices available to support informed financial planning. Taking time to research, compare offerings, and evaluate experience can empower better investment decisions. As Fremont continues to thrive, so do the resources available for building long-term financial security.
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