Gaurav K.
5/30/2022
Great service. Fair price. Pretty good advice on tax loss harvesting, bond-equity portfolio mix, retirement planning and 529 college planning. Highly recommend their team.
Cognizant Wealth Advisors
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530 Lytton Ave Fl 2 Ste 224
Palo Alto, CA 94301
Cognizant Wealth Advisors is an independent, fee-only fiduciary financial planning and investment firm based in Palo Alto, California. They specialize in helping individuals and families achieve financial independence and peace of mind through personalized guidance and comprehensive financial strategies.
The firm offers a wide range of services, including financial planning, investment planning, tax optimization, retirement income planning, and estate planning. By focusing on sound decision-making, Cognizant Wealth Advisors aims to simplify complex financial issues and support clients in reaching their lifestyle goals.
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