Finance Consultants in San Francisco to Watch for in 2025

San Francisco Finance Strategists to Know in 2025

The San Francisco Bay Area is a unique financial ecosystem—equal parts tech-forward, values-driven, and community-minded. Whether it’s startups navigating their first round of funding, Gen Z professionals trying to decode equity comp, or long-time residents investing in their future, the Bay demands a special kind of financial advisor.

Why These Consultants Made Our 2025 List

Our editorial and research teams dove deep into LinkedIn profiles, firm websites, client testimonials, thought leadership content, and more to spotlight advisors who:

• ✅ Combine technical expertise with emotional intelligence
• 📲 Leverage digital tools to provide seamless service
• 🌍 Center values, sustainability, and inclusion in their financial planning
• 🧭 Offer customized strategies instead of one-size-fits-all solutions

Now let’s meet the professionals making waves across San Francisco, Oakland, Berkeley, and beyond 🌉

Sarah Roller

SarahRoller.com | LinkedIn

Sarah Roller isn’t your traditional financial consultant. A former HR executive turned Money Coach and Financial Strategist, Sarah now uses her deep knowledge of corporate compensation to help professionals—especially women and underrepresented leaders—build intentional wealth.

Why she’s one to watch in 2025:

• 💡 Equity & Compensation Expert: Sarah demystifies equity packages, stock options, and RSUs for tech professionals across the Bay.
• 👩‍🏫 Educator at Heart: Her workshops are sought after by startups, incubators, and employee groups seeking inclusive financial education.
• 💬 Coaching Approach: She focuses on mindset, behavioral finance, and money stories—bridging the emotional and practical.
• 💻 Digital-First Delivery: Sarah’s 1:1 sessions, online courses, and virtual tools allow her to work with clients across California and beyond.

If you’re a startup employee wondering how to actually leverage your equity or a leader seeking confidence in your financial choices, Sarah is the go-to name.

Katherine Campbell King

North Berkeley Wealth Management | LinkedIn

With decades of experience and a laser focus on ESG investing, Katherine Campbell King is one of the Bay’s foremost thought leaders in values-aligned wealth management.

What sets Katherine apart:

• 🌱 Pioneer in ESG Strategies: Long before it became a buzzword, Katherine was helping clients incorporate environmental and social impact into their portfolios.
• 🎓 CFP® and Educator: As a Certified Financial Planner™, Katherine prioritizes holistic, deeply personalized planning rooted in lifelong financial literacy.
• 🌉 Berkeley-Based, Bay-Wide Impact: Working out of North Berkeley Wealth Management, she guides individuals and families navigating transitions—from divorce to legacy planning.
• 📊 Transparent Investment Philosophy: Her approach balances ethics with performance, ensuring your money aligns with your values and your goals.

Katherine is a powerful advocate for wealth with purpose—and a role model for ESG-minded investors across the Bay Area.

David Flowers

DA Flowers and Company | LinkedIn

David A. Flowers leads with a vision of community empowerment through financial literacy. His firm, DA Flowers and Company, blends tax strategy, investment management, and consulting for individuals, businesses, and nonprofits.

Here’s why David made our list:

• 🏢 Dual Focus—Business + Individual: David works with both business owners and families, helping them create sustainable financial structures.
• ✊ Civic Engagement: He actively educates Black and underrepresented communities in the Bay Area through seminars, outreach, and partnerships.
• 📚 Wealth Building for All: Whether you're trying to build your first budget or expand your business, David brings clarity and long-term strategy.
• 🧩 Integrated Services: DA Flowers and Company bridges personal finance with tax planning and business development, offering a one-stop shop.

David’s work stands out for how it supports both wealth creation and systemic change.

Donaville Vanessa

InTouch Financial Services | LinkedIn

Donaville Vanessa is a bold presence in the Bay Area finance scene. Through InTouch Financial Services, she’s helping entrepreneurs, creatives, and solopreneurs take control of their cash flow and strategy—without the jargon or intimidation.

Why we’re highlighting Donaville:

• 🔍 Small Biz Savvy: She specializes in advising self-employed professionals, from artists to coaches, on how to structure and scale their finances.
• 🖤 Money Healing: Her approach addresses the trauma and shame often tied to money, especially in marginalized communities.
• 📈 Cash Flow Queen: Donaville’s no-fluff tools and systems simplify budgeting, revenue forecasting, and profit planning.
• ✨ Client-Led Coaching: Every session is collaborative and transparent, rooted in each client’s life goals and business model.

Donaville is perfect for founders who want to align money with mission, —and who are tired of outdated, one-size-fits-all advice.

Stoyan Panayotov

Babylon Wealth Management | LinkedIn

If your financial life is global, complex, or includes significant assets, Stoyan Panayotov is the strategic partner you need. Founder of Babylon Wealth Management, Stoyan specializes in retirement planning, tax-optimized investing, and personalized financial roadmaps.

Here’s why he belongs on your radar:

• 🌍 Global Perspective: Stoyan works with clients across the U.S. and internationally, offering cross-border insights especially useful in the Bay’s tech ecosystem.
• 📊 Deep Technical Proficiency: From Monte Carlo simulations to Roth conversion ladders, his advice is backed by real math, not just theory.
• 🧘 Zen Meets Strategy: His blog blends technical know-how with mindfulness and simplicity, proving that planning doesn’t have to be overwhelming.
• 💼 Custom Plans for Professionals: Babylon Wealth serves a niche of engineers, doctors, and high-earning professionals looking for proactive, responsive guidance.

Stoyan is the advisor for you if you want strategic, data-driven planning that respects your lifestyle, values, and time.

Why the Bay’s Finance Ecosystem Deserves the Spotlight

From equity coaching to ESG strategy, holistic business advising to values-centered investment, these consultants bring the best of Bay culture to the finance world: innovation, intention, and inclusion.

The San Francisco Bay Area has long been a place where finance meets futurism, and these professionals prove that you don’t have to choose between technical brilliance and personal connection.

For more expert-curated insight, check out our other Finance Services guides:

• Top Financial Advisors in the USA
• Leading Fractional CFOs in NYC
• What are Finance & Accounting Consultants 

Digital Reference is here to help you find the financial insights and experts you relate to. Whether you're self-employed, managing equity comp, or rethinking your financial goals, our guides and curated consultant picks are designed to make your next move smarter.