Cognizant Wealth Advisors Careers in Palo Alto, CA

Cognizant Wealth Advisors provides close, personalized guidance to individuals and families to help you attain financial independence and retirement peace of mind. We assist you in developing financial plans and making informed investment and other financial decisions that support the myriad goals you have for your life. Can you recall a time in your life when you felt exceptionally care-free? It’s likely you weren’t worried about your financial situation. Our goal is to help you recapture that feeling by discovering and making the right choices today that will lead to financial security in the future. Specialties Retirement Planning, Investment Planning, Education Planning, Estate Planning, Risk Management, Company Stock Options & RSUs