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Lucey Wealth Advisors LLC
Charles Schwab & Co., Inc. Alliance

Financial Advisor in San Francisco, CA 94102

Why You Should Get a Financial Planner in San Francisco, CA

In San Francisco, CA, mismanaging money can be devastating. One mistake can create a chain reaction, resulting in further sunk costs.

Finance management is an important skill to have, one that needs constant practice and research to keep it sharp. The market is ever-changing, but a shrewd, professional eye is able to see patterns and recognize risks.

Hiring a financial planner is one of the best things you can do for your financial situation.

A financial advisor in San Francisco, CA reduces your exposure to stock volatility

For those who invest in stocks or pay attention to cryptocurrencies, you know that the market is more volatile than ever.

2021 has been highly chaotic. It’s been affected by bipartisan politics, the pandemic, and numerous market crashes.

Financial planners are professionals at helping you diversify your portfolio.

Putting all your eggs in one bucket is like trying to win a very expensive lottery. Financial planners can help you reduce the amount of risks you take while maximizing rewards, depending on whether you want short- or long-term impact.

Financial strategies help predict and avoid unexpected geopolitical events and market downturns. In today’s market, it’s just prudent to hire someone who can assist you based on personalized needs.

A financial advisor can help you secure a solid retirement fund

Lucey Wealth Advisors has a top-tier team of retirement plan specialists for San Francisco County.

They understand that retirement income can be crucial for quality life. Everyone’s life is unique and everyone has different needs.

Lucey Wealth Advisors plans strategies depending on each individual client.

No matter your origin, age, or current circumstances, we offer assistance to everyone.

Most people in San Francisco County spend more than 20 years living without active income, so having a good retirement plan means more comfort and less stress.

Financial planners are easily accessible

Depending on what kind

A financial planner in San Francisco, CA can help you minimize taxes

Are you worried about estate tax, also known as the death tax? Is your tax higher than you think it should be?

Lucey Wealth Advisors can help you and your family navigate through the confusing world of taxes.

Estate taxes have been changing these years in particular due to the COVID-19 pandemic. Tax rates are increasing, soaring up to much more than the usual 40%.

We want your family to be protected and feel comfortable.

Family legacy planning is offered at competitive prices in San Francisco County.

A good financial advisor provides a confidence boost

This is actually a big thing clients notice after receiving counsel from a professional financial advisor.

Advisors are certified with years of experience. They are used to dealing with wealth management of all economic classes and groups.

It’s true you could do research on your own. Google and Investopedia offer plenty of resources. The problem is, a lot of the info isn’t legally correct or even financially sound advice.

Finding help from a legitimate, reputable company like Lucey Wealth Advisors means not having to worry about fraud or scams.

Even just a quick meeting with one of our advisors can help make sure you’re on the right track to success and financial stability.

Money is a stressful topic for many people.

Whether you’re feeling emotional or simply lack knowledge in financial management topics, a professional can offer objective, reasonable advice.

They help manage marriage finances in a reasonable and effective manner

Whether you’re newly married, divorced, or widowed, a financial planner can offer you help with the situation.

It’s important to know what your rights are in a marriage. Perhaps it’s even more important to know what limitations a marriage can bring.

Is a prenup recommended? How might divorce proceedings impact your financial situation? Marriage (and divorce) can be extremely costly.

Speaking with a financial advisor about potential concerns can alleviate your worries and protect your assets.

Of course, it can be as simple and friendly as if you and your spouse want to figure out how to join your assets legally and fairly.

Advisors can teach partners how to share a financial burden together and maneuver through the necessary paperwork.

Great as a one-time advice or long-term investment option

The great thing about hiring a financial planner is that you can do it on your terms!

Are you a businessperson planning on protecting your assets long-term? Do you want to check if you’re investing with a lucrative and safe portfolio? Is this your first time dealing with finances?

You can meet up once. You can touch base once a year. You can keep in recurring contact. Anything goes, just clear your schedule for a meeting with one of our specialists.

Plan and save on college education

The costs of tuition, especially in San Francisco, CA, can be very stressful.

It’s recommended to get help from a financial planner at least once to talk about your kid’s future education.

Tuition can really creep up on a family. What might be enough for college today can change in ten years from now, accounting for inflation.

How to best save up money for college, to make sure your children get a good education?

Ask an advisor, as these things can change drastically based on your financial situation.

Financial planner in San Francisco, CA

Are there disadvantages to hiring a financial planner?

Not disadvantages per se, but in some cases getting an advisor can hurt.

Lucey Wealth Advisors is fully licensed and keeps away from unreputable practices.

But if you choose to not hire an advisor from us, we do still recommend you keep an eye out for certain red flags that could really put you in the red:

Only you can gauge whether you need financial management assistance. Be aware of the benefits a planner can give you.

In the long run, advisors make you an average of at least 15% more money than you would if you didn’t have professional help.

If you want to save and make money, or have any questions—contact Lucey Wealth Advisors at 888-828-3394.


Some information about San Francisco, CA

San Francisco, officially the City and County of San Francisco, is a cultural, commercial, and financial center in the U.S. state of California. Located in Northern California, San Francisco is the 17th most populous city in the United States, and the fourth most populous in California, with 873,965 residents as of 2020. It covers an area of about 46.9 square miles, mostly at the north end of the San Francisco Peninsula in the San Francisco Bay Area, making it the second most densely populated large U.S. city, and the fifth most densely populated U.S. county, behind only four of the five New York City boroughs. San Francisco is the 12th-largest metropolitan statistical area in the United States with 4.7 million residents, and the fourth-largest by economic output, with a GDP of $592 billion in 2019. With San Jose, California, it forms the San Jose–San Francisco–Oakland, CA Combined Statistical Area, the fifth most populous combined statistical area in the United States, with 9.6 million residents as of 2019. Colloquial nicknames for San Francisco include SF, San Fran, The City, and Frisco.

, Financial Advisor San Francisco, CA Spanish Empire 1776–1821, Financial Advisor San Francisco, CA First Mexican Empire 1821–1823Mexico United Mexican States 1823–1848, Financial Advisor San Francisco, CA United States 1848–present

Mission San Francisco de Asís (Mission Dolores)

The earliest archaeological evidence of human habitation of the territory of the city of San Francisco dates to 3000 BC. The Yelamu group of the Ohlone people resided in a few small villages when an overland Spanish exploration party, led by Don Gaspar de Portolá, arrived on November 2, 1769, the first documented European visit to San Francisco Bay. The first maritime presence occurred on August 5, 1775, when San Carlos—commanded by Juan Manuel de Ayala—became the first ship to anchor in the bay. The following year, on March 28, 1776, the Spanish established the Presidio of San Francisco, followed by a mission, Mission San Francisco de Asís (Mission Dolores), established by the Spanish explorer Juan Bautista de Anza.

Upon independence from Spain in 1821, the area became part of Mexico. Under Mexican rule, the mission system gradually ended, and its lands became privatized. In 1835, William Richardson, a naturalized Mexican citizen of English birth, erected the first independent homestead, near a boat anchorage around what is today Portsmouth Square. Together with Alcalde Francisco de Haro, he laid out a street plan for the expanded settlement, and the town, named Yerba Buena, began to attract American settlers. Commodore John D. Sloat claimed California for the United States on July 7, 1846, during the Mexican–American War, and Captain John B. Montgomery arrived to claim Yerba Buena two days later. Yerba Buena was renamed San Francisco on January 30 of the next year, and Mexico officially ceded the territory to the United States at the end of the war in 1848. Despite its attractive location as a port and naval base, San Francisco was still a small settlement with inhospitable geography.

Learn more about San Francisco.

Directions from San Francisco, CA to Lucey Wealth Advisors


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