Find Best Financial Advisors in California | California

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in California involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in California?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in California to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best California financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in California

Aleksandar Raskovic

Edward Jones

4731 Clairemont Dr Suite 102

San Diego, CA 92117

619-354-0609

Brent Hanson

Financial Life Plans

340 Rosewood Avenue
Suite P

Camarillo, CA 93010

805-445-1992

Bryan Foronjy

Foronjy Financial

401 Chapala St #105

Santa Barbara, CA 93101

805-880-9444

Bryan Foronjy

Foronjy Financial

956 Walnut St
Suite 200

San Luis Obispo, CA 93401

805-600-1600

Dave Magee

Copley Financial Group

<strong>Serving Nationwide</strong>

San Diego, CA 92108

619-294-6008

David Bobrowsky

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

Eric Pritz

Signature Estate & Investment Advisors

1848 S. Elena Avenue
Suite 100

Redondo Beach, CA 90277

310-712-2349

Hans Reese

New Stage Investment Group®

1900 S Norfolk St, Ste 350

San Mateo, CA 94403

650-458-0312

Ira Zito

SagePoint Financial

5850 Canoga Avenue
Suite 400

Woodland Hills, CA 91367

818-639-9278

Jarret Rodriguez-Conklin

Homestead Wealth Management, Corp

413 East Foothill Boulevard, Suite 100

San Dimas, CA 91773

909-667-0587

Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

Jesse Rodriquez

Rodriquez Wealth Management

620 Newport Center Dr.
Suite 680

Newport Beach, CA 92660

949-688-1571

John Borger

Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584

951-679-2065

John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

Paul Taghibagi

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067

310-712-2323

Ryan Gunn

Gunn Financial Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672

888-902-5999

Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

Troy Robertson

Copley Financial Group, Inc.

2650 Camino Del Rio N. Suite 350

San Diego, CA 92108

619-294-6008

Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108

619-294-6008

Dave Hutchison, CFA

Triad Investment Management, LLC

1301 Dove Street
Suite 1080

Newport Beach, CA 92660

949-381-7614

JOE SWEENEY

Sweeney & Michel, LLC

196 COHASSET RD
STE 100

Chico, CA 95926

530-487-1777

Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway, suite 120

Pleasanton, CA 94566

925-223-8868

Michael Bernier

Canter Wealth

7825 Fay Ave #140

La Jolla, CA 92037

858-212-7550

Value Monitoring Inc.

250 Oak Grove Ave 2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901

415-795-8600

Andrew Chabot

Rancho Wealth Management

11810 Sebastian Way Suite 105

Rancho Cucamonga, CA 91730

909-935-5555

Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130

858-345-4254

Chris Baum

Coastal Capital Advisors

16 Tidewater

Irvine, CA 92614

949-439-4050

Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

Elevate Capital

Investment Management

One Embarcadero Center
Suite 400

San Francisco, CA 94111

415-669-4477

Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758

916-894-9999

Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503

424-230-7435

Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-962-5823

Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

Personal Capital

Personal Capital Advisors Corporation

---

Los Angeles, CA 90012

650-556-1310

Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

Rachel Vivian

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

424-230-7438

Robert Choy

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101

626-768-2972

Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

Zach Lindemann

Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-462-5220

Zain Griffith

Dash Investments

21600 Oxnard Street
Ste1755

Woodland Hills, CA 91367

415-748-9181

Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

415-748-9181

James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

Jay Miars

AZCA Financial Group, LLC

2888 Loker Avenue East
Suite 204

Carlsbad, CA 92010

760-603-1212

Pure Financial Advisors, LLC

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

Richard Boyd

Reilly Financial Advisors

7777 Alvarado Road
Suite 116

La Mesa, CA 91942

619-698-0794

CFG

Capstone Financial Group

620 Coolidge Drive, #165

Folsom, CA 95630

916-467-8850

Josh Fein

Brightside Advisors

407 N Maple Dr
Suite 100

Beverly Hills, CA 90210

310-929-6004

David Kim

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118

800-366-8700

List of Additional Financial Advisors in California*

* Additional advisor listing is provided in partnership with Yext