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


Dhillon Taylor

Secura Financial Planning & Wealth Management

714 7046616


Hans Reese

New Stage Investment Group<sup>&reg;</sup>

650 4580312


Ryan K. Gunn

Gunn Financial Associates/Royal Alliance Associates

888 9025999


Jared West

West Wealth Advisory Powered by LPL Financial

559 8602191

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