Cognizant Wealth Advisors
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2225 E Bayshore Rd
Palo Alto, CA 94303
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 through personalized guidance and comprehensive planning across a range of financial topics.
The firm offers a variety of services including financial, investment, tax, retirement, education, risk management, stock options, and estate planning. Their objective approach aims to simplify complex financial decisions, enabling clients to focus on what truly matters in their lives.
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