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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

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David Kim

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118
(800) 3668700

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Jack Zboralske

Pinnacle Asset Management

2271 Lava Ridge Ct. STE 200

Roseville, CA 95661
(916) 7720807

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612
(949) 6313840

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Michael Amash

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067
(310) 5562502

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Michael Lynch

Lynch Financial Advisors

1700 Eureka Road, Suite 155

Roseville, CA 95661
(916) 7723103

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Tim Bock

Summit Portfolio Management

1635 Village Center Cr

Los Angeles, CA 90067
(702) 8389999

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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste.1755

Woodland Hills, CA 91367
(415) 7489181

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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste.1755

Woodland Hills, CA 91367
(415) 7489181

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Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367
(415) 7489181

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626
(714) 8413014

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Tom Mosley

AE Wealth Management, LLC

2401 E Katella Ave Suite 270 Anaheim, CA 92806
14726 Ramona Avenue Suite 108 Chino, CA

Anaheim, CA 92806
(714) 4214288

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Theodore E. Saade CFP®, AIF®, CMFC

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122356

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Tami Simpson

Wealth Financial Group West, Inc.

650 Town Center Dr #920

Costa Mesa, CA 92626
(714) 6174394

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Simon Reeves

TideRock Financial

30 Enterprise, Suite #190

Aliso Viejo, CA 92656
(877) 4333665

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Ryan Gunn, CFP®

Gunn Financial Associates

2122 S. El Camino Real, Suite B

San Clemente, CA 92672
(888) 9025999

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Rodd Miller, CFP®

Miller Wealth Management

1901 Camino Vida Roble
Suite 112

Carlsbad, CA 92008
(760) 8564428

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Elevate Capital

Investment Management

One Embarcadero Center
Suite 400

San Francisco, CA 94111
(415) 6694477

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Paul Taghibagi, CFP®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122323

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Niagara Credit Income Fund

Lateral Investment Management

400 S El Camino Real
Suite 1100

San Mateo, CA 94402
(650) 3962200

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Samuel Adams

RTA & Associates Financial Services, Inc

701 N. Brand Blvd.

Glendale, CA 91203
(800) 5705711

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101
(619) 2863930

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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740
(562) 7995595

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Marc Lieberman

Shorepine Wealth Management

1610 Tiburon Boulevard Suite 202

Belvedere Tiburon, CA 94920
(415) 8883954

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Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108
(619) 2946008

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Kevin Thelen

Prospero Wealth Advisors

925 Highland Pointe Drive, Suite 190

Roseville, CA 95678
(916) 7402405

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Kerry Lee

Edelman Financial Engines, LLC

4040 Civic Center Drive
Suite 200

San Rafael, CA 94903
(925) 2270555

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806
(424) 9037477

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Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596
(925) 9625823

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Ken Sakamoto

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054
(408) 9700555

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Mallory Dinis

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588
(925) 2270555

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John Borger

Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584
(951) 6792065

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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677
(949) 2190692

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Benjamin Bowen

Edelman Financial Engines, LLC

12680 High Bluff Drive,
Suite 250

San Diego, CA 92130
(657) 2123012

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Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®

Central Coast Wealth Management

1104 Palm St

San Luis Obispo, CA 93401
(805) 4390371

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Andrew Eddy AIF®, ChFC®, CLU®, CFP®

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401
(310) 4513339

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Russell L Fox, CFP®, CLU®, ChFC®
CERTIFIED FINANCIAL PLANNER® Practitioner

Skeels & Fox Wealth Management

300 E. Esplanade Dr. #1800

Oxnard, CA 93036
(805) 4855555

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Rachel Vivian

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367
(818) 8574855

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Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758
(916) 7805353

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Jennifer Staben

Edelman Financial Engines, LLC

12901 Douglas Blvd Suite 250

Roseville, CA 95661
(916) 7805353

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Brian Holmes, MS, CFP®, CMFC, AIF®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122327

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Hans Reese, CFP®

New Stage Investment Group®

1900 S Norfolk St, Ste 350

San Mateo, CA 94403
(650) 4580312

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George Salter II, JD, MBA, CFP®

Blossom Wealth Management, LLC

PO Box 125

Danville, CA 94526
(925) 8339999

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Eric Pritz, CFP®

Signature Estate & Investment Advisors

1848 S. Elena Avenue
Suite 100

Redondo Beach, CA 90277
(310) 7122349

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David Bobrowsky, CFP®

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596
(925) 3220799

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Jay Miars, CFP®

AZCA Financial Group, LLC

2888 Loker Avenue East
Suite 204

Carlsbad, CA 92010
(760) 6031212

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William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901
(415) 7958600

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Ron Sanchez CFP®

Viewpoint Financial Network

7011 Koll Center Pkwy, Suite 260

Pleasanton, CA 94566
(925) 2278858

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Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101
(626) 7885025

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Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503
(424) 9037477

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Andrew Chabot MBA, CFP®

Andrew Chabot, MBA, CFP®

11810 Sebastian Way Suite 105

Rancho Cucamonga, CA 91730
(909) 9355555

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Alano Massi, MBA, CFP®

Palm Capital Management

2945 Townsgate Road Suite 200

Westlake Village, CA 91361
(805) 7272000

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104
(650) 5561310

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Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065
(650) 5561310

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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012
(650) 5561310

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104
(650) 5561310

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John Lohrenz

JKL Wealth Management

731 South Hwy 101 ste 2k
Suite 2k

Solana Beach, CA 92075
(858) 5351705

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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