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 5093231

Connect with Brian
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Bryan Foronjy

Foronjy Financial

956 Walnut St
Suite 200

San Luis Obispo, CA 93401

805 6001600

Connect with Bryan
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Bryan Foronjy

Foronjy Financial

401 Chapala St #105

Santa Barbara, CA 93101

805 8809444

Connect with Bryan
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David Bobrowsky

Gateway Financial Advisors, Inc.

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925 3220799

Connect with David
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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818 6399278

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 6670587

Connect with Jarret
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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949 2190692

Connect with Jerry
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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562 4741717

Connect with John
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Mark Pietrofesa

Summit Financial Advisors, LLC

109 Baldwin Ave

San Mateo, CA 94401

650 3579410

Connect with Mark
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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707 4925100

Connect with Michael
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Mike Mess

Veracity Capital, LLC

4100 Newport Place Dr.
Ste 255

Newport Beach, CA 92660

949 3451954

Connect with Mike
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R.J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123

858 5690633

Connect with R.J.
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Rick Martinez

RDM Financial

1425 W Foothill Blvd.
Suite 125

Upland, CA 91786

909 2612749

Connect with Rick
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Ryan Gunn

Gunn Financial Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672

888 9025999

Connect with Ryan
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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877 4333665

Connect with Simon
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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805 7272700

Connect with Alano
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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310 4513339

Connect with Andrew
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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway
Suite 120

Pleasanton, CA 94566

925 2238868

Connect with Janet
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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949 6745190

Connect with Jeff
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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310 5562502

Connect with Michael
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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855 9632526

Connect with Michael
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Allegra Swan

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888 2426766

Connect with Allegra
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Andrew Chabot

Rancho Wealth Management

4225 Executive Square Suite 600

La Jolla, CA 92037

858 7841513

Connect with Andrew
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Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888 2426766

Connect with Andrew
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Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130

858 3454254

Connect with Benjamin
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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714 8410982

Connect with Corey
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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415 9414905

Connect with Cynthia
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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415 7854540

Connect with David
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Eddie Lee

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408 5658572

Connect with Eddie
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Ken Sakamoto

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925 6604720

Connect with Ken
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Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925 6604720

Connect with Ken
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Kevin Duffy

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888 2426766

Connect with Kevin
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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657 2123060

Connect with Lance
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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562 7995595

Connect with Matthew
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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619 2863930

Connect with Michael
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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626 7682972

Connect with Sasha
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Tad Doughty

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888 2426766

Connect with Tad
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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888 2426766

Connect with Ted
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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949 6313840

Connect with James
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Value Monitoring Inc.

Value Monitoring Inc.

250 Oak Grove Ave
2nd Floor Suite A

Menlo Park, CA 94025

650 4513410

Connect with Value
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Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

818 4508186

Connect with Andrew
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Zach Lindemann

Edelman Financial Engines, LLC

2901 Douglas Blvd Suite 250
Sacramento I - Roseville (East)

Roseville, CA 95661

916 4625220

Connect with Zach
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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818 3094065

Connect with Dash
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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N
Suite 1550

San Diego, CA 92108

619 8144100

Connect with Pure
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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855 8558005

Connect with Personal
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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650 5561310

Connect with Personal
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Vision Capital Investment Management

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118

800 3668700

Connect with Vision

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