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Find Best Financial Advisors in Napa, California

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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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

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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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Ken Sakamoto

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-660-4720

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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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

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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Zach Lindemann

Edelman Financial Engines, LLC

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

Roseville, CA 95661

916-462-5220

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Eddie Lee

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Dedora Capital, Inc.
1600 Main Street, Napa, CA 94559
177523 $405,581,554 1298 A percentage of AUM
Hourly charges
Fixed fees
Harrington Investments, Inc.
1001 Second Street, Suite 325 Napa, CA 94559-3030
110790 $329,438,116 214 A percentage of AUM
Hourly charges
Napa Wealth Management
1836 Second Street, Napa, CA 94559-2328
137724 $257,838,672 538 A percentage of AUM
Fixed fees
5t Wealth, Llc
595 Coombs Street, Napa, CA 94559
112552 $218,059,013 330 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS)
Gainy, Inc.
773 Vista Tulocay Lane, Unit 215 Napa, CA 94599
314696 $0 0 Subscription fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
The Napa Harvest Group
Inquire with Napa
700 Main Street, Suite 315 Napa, CA 94559 707-254-4408
Rupa Jack
Inquire with Rupa
700 Main Street, Suite 315 Napa, CA 94559 707-254-4432
John Zimmerman
Inquire with John
700 Main Street, Suite 315 Napa, CA 94559 707-254-4408
Zach Taylor
Inquire with Zach
700 Main Street, Suite 315 Napa, CA 94559 707-254-4408
Mark North
Inquire with Mark
700 Main Street, Suite 315 Napa, CA 94559 707-254-4408
Webster/Castleberry Team
Inquire with Webster/Castleberry
700 Main Street, Suite 315 Napa, CA 94559 707-254-4405
Tom Dowse
Inquire with Tom
700 Main Street, Suite 315 Napa, CA 94559 707-254-4435
Chuck Grohs
Inquire with Chuck
700 Main Street, Suite 315 Napa, CA 94559 707-254-4402
Jon Niebling
Inquire with Jon
700 Main Street, Suite 315 Napa, CA 94559 707-254-4442
David A. Castleberry
Inquire with David
700 Main Street, Suite 315 Napa, CA 94559 707-254-4411

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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