National Retirement Planning Experts

National Coverage
Local Professionals

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 Roseville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Roseville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Roseville?

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

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

List of Qualified Financial Advisors in Roseville, California

dummy-image

Jack Zboralske

Pinnacle Asset Management

2271 Lava Ridge Ct. STE 200

Roseville, CA 95661

916-772-0807

advisor-photo

Jennifer Staben

Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-894-9999

advisor-photo

CFG

Capstone Financial Group

620 Coolidge Drive, #165

Folsom, CA 95630

916-467-8850

advisor-photo

Laurie Kyro

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

916-482-2196

advisor-photo

Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758

916-894-9999

List of Additional Financial Advisors in Roseville, California*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Darrell Cleland - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3173

dummy-image

401K Engineers

1227 Pleasant Grove Boulevard
Suite 200

Roseville, CA 95678
916-297-6394

dummy-image

Michelle Wilbur - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3184

dummy-image

Tom Chandler - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3197

dummy-image

Lilani Wealth Management

1624 Santa Clara Drive
Suite 235

Roseville, CA 95661
888-521-6752

dummy-image

Blueprint Financial

2360 Professional Drive
Suite 200

Roseville, CA 95661
916-788-1812

dummy-image

The Sierra View Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9419

dummy-image

Stephen Westlake - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Benjamin Hester - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-787-5628

dummy-image

Tatyana Kjellberg - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9462

dummy-image

John L Allen - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7731

dummy-image

David Brown - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Allstate Personal Financial Representative: Rick Domenick

8150 Srra Colg Blvd
Ste 130

Roseville, CA 95661
916-784-2121

dummy-image

Allen Feest Kjellberg Wealth Management Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7731

dummy-image

Michael Douglas Pettit - Ameriprise Financial Services, LLC

1430 Blue Oaks Blvd
Ste 290

Roseville, CA 95747
916-580-2180

dummy-image

Barber Kenes Retirement Solutions - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-789-9393

dummy-image

Jim Feckner

3017 Douglas Boulevard
Suite 300

Roseville, CA 95661
916-797-7303

dummy-image

Erik Feest - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7730

dummy-image

Sarkis Anduze - Ameriprise Financial Services, LLC

1700 Eureka Rd
Ste 110

Roseville, CA 95661
916-783-1545

dummy-image

The Auwinger Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7700

dummy-image

Dwight A Matheson - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9408

dummy-image

Violetta Terpeluk - Ameriprise Financial Services, LLC

2260 Douglas Blvd
Ste 200

Roseville, CA 95661
916-787-9988

dummy-image

Next Level Advisors

983 Reserve Drive

Roseville, CA 95678
916-960-0101

dummy-image

Stephanie Kerns - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Chris Blanchfield - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7714

dummy-image

The Sierra View Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9419

dummy-image

Steve Harris - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-787-5985

dummy-image

Jennifer Kachmar - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Russell Abbott - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7767

dummy-image

Brian D Neunzig - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7754

dummy-image

Garrison Wealth Management

2901 Douglas Blvd.
Suite 255

Roseville, CA 95661
916-581-7548

dummy-image

Crew & LLoyd

919 Reserve Drive
Suite 125

Roseville, CA 95678
916-724-1730

dummy-image

Kable Doria - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3176

dummy-image

The Chandler Group - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3197

dummy-image

Harjap Singh

916-705-1285

dummy-image

Heather Smart - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Goodyear Financial and Insurance Services

2999 Douglas Blvd.
Suite 350

Roseville, CA 95661
916-872-7181

dummy-image

Sequoia Advisory Group

1225 Pleasant Grove Boulevard
Suite 120

Roseville, CA 95678
916-783-9100

dummy-image

Principal Financial Group: Erik M. Bagley

1478 Stone Point Drive
Ste 390

Roseville, CA 95661
916-462-9019

dummy-image

The Bolter Wealth Management Group - UBS Financial Services Inc.

3001 Douglas Boulevard
Suite 160

Roseville, CA 95661
916-774-7417

dummy-image

Brandon Montalvo - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9410

dummy-image

Morgan Stanley Financial Advisors

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7700

dummy-image

Colleen Langs - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7735

dummy-image

George Salidas - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7728

dummy-image

Daniel Stern - UBS Financial Services Inc.

3001 Douglas Boulevard
Suite 160

Roseville, CA 95661
916-774-7409

dummy-image

Kristen Newdigger - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-341-7634

dummy-image

Roseville, CA Branch Office - UBS Financial Services Inc.

3001 Douglas Blvd
Suite 150

Roseville, CA 95661
916-648-7204

dummy-image

Leslie Gabbard - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Karen Bothe - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Bradley Fagliano - Ameriprise Financial Services, Inc.

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3177

dummy-image

Terry Sherrill - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Glen Ouchida - UBS Financial Services Inc.

3001 Douglas Boulevard
Suite 160

Roseville, CA 95661
916-774-7408

dummy-image

THE ALLISON GROUP - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7700

dummy-image

Anthony Resendez

916-515-9917

dummy-image

Stifel | Patrick L. Hassna

1420 Rocky Ridge Drive
Suite 340

Roseville, CA 95661
916-626-3322

dummy-image

Aaron P Karr - Ameriprise Financial Services, LLC

1430 Blue Oaks Blvd
Ste 290

Roseville, CA 95747
916-580-2180

dummy-image

XYZ Financial Services

2200 A Douglas Boulevard
Suite 110

Roseville, CA 95661
916-789-8400

dummy-image

Monika Reyes - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Robert Rocha - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7710

dummy-image

Bret Glover - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Kevin A Shimmel - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9461

dummy-image

Graystone Consulting - Sacramento, CA - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7742

dummy-image

Matt Medlock - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7703

dummy-image

Cary Allison - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7742

dummy-image

Colin Grahl - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Stanley Leong - Ameriprise Financial Services, LLC

1700 Eureka Rd
Ste 110

Roseville, CA 95661
916-783-1545

dummy-image

The Townsend Gilliam Group - Morgan Stanley

1478 Stone Point Drive
Suite 500

Roseville, CA 95661
916-797-7732

dummy-image

Chris Santi - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
916-677-1640

dummy-image

Grant Lewis - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3186

dummy-image

Kambiz Ghazanfari - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
916-380-3171

dummy-image

Steven W. Lease - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9479

dummy-image

Robert Townsend - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7716

dummy-image

Henry Auwinger - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7723

dummy-image

Jeffrey Auwinger - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-797-7758

dummy-image

Malik Robinson - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
916-788-9472

* 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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors