Cognizant Wealth Advisors

Business details

Category
Financial Services · Financial planner, Financial consultant
Address
3000 El Camino Real Bldg 4 suite 200, Palo Alto, CA 94306
Phone
(650) 209-4062
Website
cognizantwealth.com
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Palo Alto and Peninsula families turn to Cognizant Wealth Advisors for financial planning that brings clarity to long-term goals. We are a financial planning and consulting practice serving clients throughout Palo Alto and Santa Clara County.

Our work centers on helping you understand where you stand today and build a plan for what comes next. We take the time to look at the whole picture, from investments and savings to the decisions that shape your financial future.

Our approach is personal and advisory, designed to give you guidance you can act on with confidence.

To learn how we might help with your planning, visit our website or give us a call.