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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Aleksandar Raskovic

WestPac Wealth Partners

5280 Carroll Canyon Rd, Suite 300

San Diego, CA 92121

619 3540609

Connect with Aleksandar
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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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Brian Malkinson

HBW Advisory Services

3017 Douglas Blvd

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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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 Avenue
Suite 400

Woodland Hills, CA 91367

818 6399278

Connect with Ira
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Jarret Rodriguez-Conklin

Homestead Wealth Management

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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Kristie Cahill

Haven Wealth Management

One Sansome St., Ste. 3500

San Francisco, CA 94104

415 8781177

Connect with Kristie
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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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Michael Macauley

Signature Estate & Investment Advisors (SEIA)

2121 Avenue of the Stars, Suite 1600

Los Angeles, CA 90067

310 7122365

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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Paul Stanley

Granite Bay Wealth Management LLC

22 Deer Street, Suite 200 Portsmouth, NH 03801
Serving San Francisco Bay Area

Walnut Creek, CA 94596

415 5980876

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 5690633

Connect with R.J.
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Ryan K. Gunn

Gunn Financial Associates/Royal Alliance 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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Daniel Scott Johnson

Windfall Advisors

100 Wilshire Blvd Suite 700, Santa Monica, CA 90401
620 Newport Center Dr, Suite 1100, Newport Beach, CA 92660

Santa Monica, CA 90401

310 4055114

Connect with Daniel
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Erick Conway

von Berge Wealth Mgt Group

600 W Broadway, Ste 2625

San Diego, CA 92101

619 5733542

Connect with Erick
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James Anadon

Caitlin John DBA: Olivia Wealth Management

42012 Rd 52

Reedley, CA 93654

209 3462535

Connect with James
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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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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310 5562502

Connect with Michael
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Nathan Wallace

Savvy Advisors Inc

573 Avenida Del Recreo

Ojai, CA 93023

805 2857686

Connect with Nathan
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Roy Sherman

Sherman Asset Management

1500 Palma Dr.
Suite 133

Ventura, CA 93003

805 6555062

Connect with Roy
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William Hu

LPL Financial

251 S Lake Ave
Suite 800

Pasadena, CA 91101

323 5428003

Connect with William
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Betty Azmoon

Griffin Financial, LLC

135 S. Chaparral Ct., Suite 110

Anaheim, CA 92808

714 9124764

Connect with Betty
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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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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562 7995595

Connect with Matthew
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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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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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Thomas Sandkamp

Homestead Wealth Management

413 E. Foothill Blvd Suite 100

San Dimas, CA 91773

909 4181866

Connect with Thomas
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Allworth Financial

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888 2426766

Connect with Allworth
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Allworth Financial

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888 2426766

Connect with Allworth
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Allworth Financial

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888 2426766

Connect with Allworth
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Allworth Financial

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888 2426766

Connect with Allworth
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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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