* From Dhananjay Ragade: https://www.wealthfront.com/ Very low cost (0.25% compared to the 1-1.3% that financial planners usually add on). Uses very low expense ratio Vanguard ETFs. Free if your balance is below $25K.

Dennis Daly is retiring December 2015.

* From Phil Palmer: Dennis Daly is founder for Life Organizers in Los Altos and comes highly recommended by previous clients of mine. He handles the full range of financial services from Tax Prep to Estate Planning. Here is a link to his website: http://www.lifo.biz/index.html . He can be contacted at: 650.948.2722.

From Sheri Morrison: We've been going to Dennis Daly for many years. 
Life Organizers: Daly, Keegan & Pyzel 
650-948-2272 
[email protected] 
900 San Antonio Rd. Suite 103 
Los Altos, CA 94022-1338

* From Allen Penny: Brandy Navarro. My wife and I have worked with this group for years with very favorable and positive results. Brandy is wonderful to work with. Whether your portfolio is large or small this group is very client oriented. I feel comfortable weathering the current market with their strategy. 
Vantage Wealth Management, LLC 
1 Waters Park Dr., Suite 210, San Mateo, CA 94403 
650-638-9600 866-638-5330 Toll Free 650-638-9604 Fax 
www.vantagewealthmgmt.com

* From Joel Orr: I actually have 2: One counsels for free, and earns money on commissions of products he sells; the other is a for-fee advisor. I trust them both; they are both smart and honest. The free/commissions guy is Evan Lurie, [email protected]; The other is Matt Vorst, [email protected].

* From Billie Spell: I strongly recommend Meri Weber. She has been my advisor and planner for over 15 years and she got me through the dot.com bust with no losses and is doing a great job of protecting my assets through the current crisis. Meri is located in Pleasanton but works effectively over the phone when the distance is too great. Meri can be reached at (925) 484-1880.

* From Chuck Henderson: I just retired from my financial planning practice the end of last year. I do have a colleague and very good friend who is a fee-only financial planner and is a CFP (board Certified Financial Planner). 
His contact information is: 
Lloyd Yamada 
408-888-9834 
[email protected]

* From Alice Carter: My financial planner is Jovita Honor, with Prialta advisers. She has done an amazing job of organizing my finances. She is clear-headed, straightforward, and speaks in way even I can understand! 
She can be contacted at: 
Prialta Advisors, Inc. 
1737 N. First Street, Suite 290 
San Jose, California 95112 
Tel: 408.436.9800 
Fax: 408.436.9804 
www.prialta.com 
Additionally, she has an office in Palo Alto.