Cognizant Wealth Advisors is an independent, fee-only financial planning and investment firm based in Palo Alto, CA. They provide personalized guidance and comprehensive advice on various financial topics, helping individuals and families make sound financial decisions to build prosperous lives and achieve financial independence and retirement peace of mind.
Their services include financial planning, investment planning, tax planning, retirement planning, education planning, risk management, stock option planning, and estate planning. Cognizant Wealth Advisors acts as an objective sounding board, assisting clients in making the right choices today for financial security in the future.
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