Find the right advisors to meet your financial planning needs in California

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in California that can fulfill your requirements.

List of Qualified
Financial Planners in California

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Brian Malkinson

HBW Advisory Services

3017 Douglas Blvd Ste 100

Roseville, CA 95661

916-509-3231

Connect with Brian
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Bryan Foronjy

Foronjy Financial

401 Chapala St #105

Santa Barbara, CA 93101

805-880-9444

Connect with Bryan
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Bryan Foronjy

Foronjy Financial

956 Walnut St
Suite 200

San Luis Obispo, CA 93401

805-600-1600

Connect with Bryan
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David Bobrowsky

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

Connect with David
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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818-639-9278

Connect with Ira
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Jarret Rodriguez-Conklin

Homestead Wealth Management, Corp

413 East Foothill Boulevard, Suite 100

San Dimas, CA 91773

909-667-0587

Connect with Jarret
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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

Connect with Jerry
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John Borger

Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584

951-679-2065

Connect with John
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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

Connect with John
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Mark Pietrofesa

Summit Financial Advisors, LLC

109 Baldwin Ave

San Mateo, CA 94401

650-357-9410

Connect with Mark
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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

Connect with Michael
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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

Connect with Michael
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Mike Mess

Veracity Capital, LLC

3200 Park Center Dr.
14th Floor

Costa Mesa, CA 92626

949-345-1954

Connect with Mike
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Paul Taghibagi

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067

310-712-2323

Connect with Paul
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R. J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123

858-569-0633

Connect with R.
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Rick Martinez

RDM Financial

1425 W Foothill Blvd.
Suite 125

Upland, CA 91786

909-261-2749

Connect with Rick
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Ryan Gunn

Gunn Financial Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672

888-902-5999

Connect with Ryan
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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

Connect with Simon
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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

Connect with Alano
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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

Connect with Andrew
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Dave Hutchison, CFA

Triad Investment Management, LLC

1301 Dove Street
Suite 1080

Newport Beach, CA 92660

949-381-7614

Connect with Dave
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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway, suite 120

Pleasanton, CA 94566

925-223-8868

Connect with Janet
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Michael Bernier

Canter Wealth

7825 Fay Ave #140

La Jolla, CA 92037

858-812-7547

Connect with Michael
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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

Connect with Michael
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Value Monitoring Inc.

Value Monitoring Inc.

250 Oak Grove Ave 2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

Connect with Value
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Allegra Swan

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

Connect with Allegra
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Andrew Chabot

Rancho Wealth Management

11810 Sebastian Way Suite 105

Rancho Cucamonga, CA 91730

909-935-5555

Connect with Andrew
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Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

Connect with Andrew
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Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130

858-345-4254

Connect with Benjamin
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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

Connect with Corey
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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

Connect with Cynthia
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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

Connect with David
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Eddie Lee

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

Connect with Eddie
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Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

Connect with Ken
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Kevin Duffy

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

Connect with Kevin
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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

Connect with Lance
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Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-962-5823

Connect with Mark
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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

Connect with Matthew
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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

Connect with Michael
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Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

Connect with Personal
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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

Connect with Personal
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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

Connect with Personal
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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012

650-556-1310

Connect with Personal
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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

Connect with Sasha
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Tad Doughty

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888-242-6766

Connect with Tad
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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

Connect with Ted
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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Connect with James
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Zach Lindemann

Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-462-5220

Connect with Zach
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The AdvisoryOne Group

The AdvisoryOne Group

Pismo Beach

Pismo Beach, CA 93449

312-819-2408

Connect with The
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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

Connect with Pure
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David Kim

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118

800-366-8700

Connect with David

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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Interview top quality financial planners who meet your requirements

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