Find the right advisors to meet your financial planning needs in Sacramento, 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 Sacramento, California that can fulfill your requirements.

List of Qualified
Financial Planners in Sacramento, California

advisor-photo

Kevin Duffy

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888 2426766

Connect with Kevin
advisor-photo

Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888 2426766

Connect with Ted
advisor-photo

Brian Malkinson

HBW Advisory Services

3017 Douglas Blvd
Ste 100

Roseville, CA 95661

916 5093231

Connect with Brian
advisor-photo

Tad Doughty

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888 2426766

Connect with Tad
advisor-photo

Zach Lindemann

Edelman Financial Engines, LLC

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

Roseville, CA 95661

916 4625220

Connect with Zach
advisor-photo

Ken Sakamoto

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925 6604720

Connect with Ken
advisor-photo

Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925 6604720

Connect with Ken
advisor-photo

Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415 9414905

Connect with Cynthia
advisor-photo

Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855 8558005

Connect with Personal
advisor-photo

Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650 5561310

Connect with Personal

Popular Articles

Interview top quality financial planners who meet your requirements

paladin-banner