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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Napa is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Napa & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Napa?

Looking for a qualified financial advisor in Napa? We can help you by narrowing down your options & listing the best financial advisors in Napa as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Napa near you with the list of certified and vetted Napa financial advisors.

List of Qualified Financial Advisors in Napa, California

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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

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William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901

415-795-8600

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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

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Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-962-5823

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758

916-894-9999

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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway, suite 120

Pleasanton, CA 94566

925-223-8868

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Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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Zach Lindemann

Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-462-5220

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Robert Choy

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

List of Additional Financial Advisors in Napa, California*

* Additional advisor listing is provided in partnership with Yext

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Heath Whittemore - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4446

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Ross A. Monten - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4445

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Mark J. Cordeiro - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4420

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Marisa B. Goldstein - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4429

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Webster/Castleberry Team - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4405

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Jon Niebling - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4442

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Christopher Mc Caffrey - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4468

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Matthew Ricketts - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4470

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The Napa Harvest Group - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4408

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Ed Berruezo - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4401

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Tom Dowse - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4435

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Thomas Webster - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4419

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Richard Ladd - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4421

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David A. Castleberry - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4411

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Rupa Jack - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4432

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Benjamin Bergfelt - UBS Financial Services Inc.

703 Trancas Street
3 and 4 Financial Plaza

Napa, CA 94558
707-254-1531

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Morgan Stanley Financial Advisors

700 Main Street
Suite 315

Napa, CA 94559
707-252-7177

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Zach Taylor - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4408

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Matthew McDowell - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4424

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Napa, CA Branch Office - UBS Financial Services Inc.

703 Trancas Street
3 + 4 Financial Plaza

Napa, CA 94558
707-254-1500

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Chuck Grohs - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4402

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David Sawyer - UBS Financial Services Inc.

703 Trancas Street
3 + 4 Financial Plaza

Napa, CA 94558
707-254-1526

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John Zimmerman - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4408

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Mark North - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4408

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Danielle Nicoletti - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4417

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Ron Herring - UBS Financial Services Inc.

703 Trancas Street
3 and 4 Financial Plaza

Napa, CA 94558
707-254-1516

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Cornel Baila - Morgan Stanley

700 Main Street
Suite 315

Napa, CA 94559
707-254-4413

* Additional advisor listing is provided in partnership with Yext

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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