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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CFG

Capstone Financial Group

620 Coolidge Drive, #165

Folsom, CA 95630

916-467-8850

Connect with CFG
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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
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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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Pure Financial Advisors, Inc.

Pure Financial Advisors, Inc.

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

Connect with Pure
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Richard Boyd

Reilly Financial Advisors

7777 Alvarado Road
Suite 116

La Mesa, CA 91942

619-698-0794

Connect with Richard
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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste1755

Woodland Hills, CA 91367

415-748-9181

Connect with Zain
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Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

415-748-9181

Connect with Zain
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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste1755

Woodland Hills, CA 91367

415-748-9181

Connect with Zain
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Michael Bernier

Canter Wealth

7825 Fay Ave #140

La Jolla, CA 92037

858-212-7550

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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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

Connect with Ted
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Tami Simpson

Wealth Financial Group West, Inc.

650 Town Center Dr #920

Costa Mesa, CA 92626

714-617-4394

Connect with Tami
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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

Connect with Simon
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Ryan Gunn

Gunn Financial Associates

2122 S. El Camino Real, Suite B

San Clemente, CA 92672

888-902-5999

Connect with Ryan
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Robert Bagarotti

Granada Capital Management, LLC

17352 Tennyson Place

Granada Hills, CA 91344

818-406-3203

Connect with Robert
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Elevate Capital

Investment Management

One Embarcadero Center
Suite 400

San Francisco, CA 94111

415-669-4477

Connect with Elevate
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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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Ira Zito

SagePoint Financial

5850 Canoga Avenue
Suite 400

Woodland Hills, CA 91367

818-639-9278

Connect with Ira
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Samuel Adams

RTA & Associates Financial Services, Inc

701 N. Brand Blvd.

Glendale, CA 91203

800-570-5711

Connect with Samuel
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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

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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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Vintage Wealth Advisors

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

Connect with Vintage
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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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Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108

619-294-6008

Connect with Copley
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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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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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JOE SWEENEY

Sweeney & Michel, LLC

196 COHASSET RD
STE 100

Chico, CA 95926

530-487-1777

Connect with JOE
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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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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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Benjamin Bowen

Edelman Financial Engines, LLC

12680 High Bluff Drive,
Suite 250

San Diego, CA 92130

858-345-4254

Connect with Benjamin
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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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Jennifer Shintani

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3012

Connect with Jennifer
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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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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

Connect with Andrew
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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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Rachel Vivian

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

424-230-7438

Connect with Rachel
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Jennifer Staben

Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-894-9999

Connect with Jennifer
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Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758

916-894-9999

Connect with Jennifer
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Hans Reese

New Stage Investment Group®

1900 S Norfolk St, Ste 350

San Mateo, CA 94403

650-458-0312

Connect with Hans
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Eric Pritz

Signature Estate & Investment Advisors

1848 S. Elena Avenue
Suite 100

Redondo Beach, CA 90277

310-712-2349

Connect with Eric
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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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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

Connect with David
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Jay Miars

AZCA Financial Group, LLC

2888 Loker Avenue East
Suite 204

Carlsbad, CA 92010

760-603-1212

Connect with Jay
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Jacob P Kinney

Capitol Region Group

730 Arizona Ave

Santa Monica, CA 90401

860-474-3602

Connect with Jacob
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William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901

415-795-8600

Connect with William
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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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Bryan Foronjy

Foronjy Financial

401 Chapala St #105

Santa Barbara, CA 93101

805-880-9444

Connect with Bryan
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Jesse Rodriquez

Rodriquez Wealth Management

620 Newport Center Dr.
Suite 680

Newport Beach, CA 92660

949-688-1571

Connect with Jesse
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Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101

626-768-2973

Connect with Sasha
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Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503

424-230-7435

Connect with Joe
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Robert Choy

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

Connect with Robert
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Kushal Shah

Davinci Capital Partners

3788 Calle Posadas

Newbury Park, CA 91320

805-341-7104

Connect with Kushal
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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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Andrew Chabot

Rancho Wealth Management

11810 Sebastian Way Suite 105

Rancho Cucamonga, CA 91730

909-935-5555

Connect with Andrew
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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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Troy Robertson

Copley Financial Group, Inc.

2650 Camino Del Rio N. Suite 350

San Diego, CA 92108

619-294-6008

Connect with Troy
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Dave Magee

Copley Financial Group

<strong>Serving Nationwide</strong>

San Diego, CA 92108

619-294-6008

Connect with Dave
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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

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Los Angeles, CA 90012

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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John Lohrenz

JKL Wealth Management

731 South Hwy 101 ste 2k
Suite 2k

Solana Beach, CA 92075

858-535-1705

Connect with John

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?