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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 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

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Jack Zboralske

Pinnacle Asset Management

2271 Lava Ridge Ct. STE 200

Roseville, CA 95661
(916) 7720807

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Jennifer Staben

Edelman Financial Engines, LLC

12901 Douglas Blvd Suite 250

Roseville, CA 95661
(916) 8949999

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James Pak

Creative Planning

4364 Town Center Blvd. Suite 213

El Dorado Hills, CA 95762
(916) 5008423

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Tamara Lowenberg

Creative Planning

4364 Town Center Blvd. Suite 213

El Dorado Hills, CA 95762
(916) 5172730

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Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758
(916) 8949999

List of Additional Financial Advisors in Roseville, California*

* Additional advisor listing is provided in partnership with Yext

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401K Engineers

1227 Pleasant Grove Boulevard
Suite 200

Roseville, CA 95678
9162976394

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Brandon Montalvo - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889410

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Brian D Neunzig - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977754

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Blueprint Financial

2360 Professional Drive
Suite 200

Roseville, CA 95661
9167881812

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Terry Sherrill - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Angela Adler - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803182

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Allen Feest Kjellberg Wealth Management Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977731

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Colin Grahl - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Wisdom Pointe Wealth Advisors - Ameriprise Financial Services, LLC

2260 Douglas Blvd
Ste 245

Roseville, CA 95661
9167879988

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The Chandler Group - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9167899393

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Kambiz Ghazanfari - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803171

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Leslie Gabbard - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Bret Glover - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Michelle Wilbur - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803184

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Tom Chandler - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803197

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Darrell Cleland - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803173

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Monika Reyes - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Stephen Westlake - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Stephanie Kerns - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Barber Kenes Retirement Solutions - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9167899393

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Heather Smart - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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David Brown - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Chris Santi - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Allstate Personal Financial Representative: Rick Domenick

8150 Srra Colg Blvd
Ste 130

Roseville, CA 95661
9167842121

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Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977700

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Grant Lewis - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803186

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Michael Douglas Pettit - Ameriprise Financial Services, LLC

1430 Blue Oaks Blvd
Ste 290

Roseville, CA 95747
9165802180

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Jim Feckner

3017 Douglas Boulevard
Suite 300

Roseville, CA 95661
9167977303

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Chris Blanchfield - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977714

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Robert Rocha - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977710

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Next Level Advisors

983 Reserve Drive

Roseville, CA 95678
9169600101

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Matt Medlock - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977703

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Cary Allison - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977742

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The Sierra View Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889419

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The Auwinger Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977700

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Erik Feest - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977730

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Graystone Consulting - Sacramento, CA - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977742

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Henry Auwinger - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977723

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Malik Robinson - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889472

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Garrison Wealth Management

2901 Douglas Blvd.
Suite 255

Roseville, CA 95661
9165817548

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Crew & LLoyd

919 Reserve Drive
Suite 125

Roseville, CA 95678
9167241730

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Goodyear Financial and Insurance Services

2999 Douglas Blvd.
Suite 350

Roseville, CA 95661
9168727181

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Sequoia Advisory Group

1225 Pleasant Grove Boulevard
Suite 120

Roseville, CA 95678
9167839100

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Principal Financial Group: Erik M. Bagley

1478 Stone Point Drive
Ste 390

Roseville, CA 95661
9164629019

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Kevin A Shimmel - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889461

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George Salidas - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977728

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John L Allen - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977731

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Steven Warren Lease - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889479

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Colleen Langs - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977735

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Tatyana Kjellberg - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889462

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Dwight A Matheson - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889408

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Russell Abbott - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977767

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THE ALLISON GROUP - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977700

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Jeffrey Auwinger - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977758

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Robert Townsend - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167977716

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Kristen Newdigger - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9163417634

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Karen Bothe - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Bradley Fagliano - Ameriprise Financial Services, Inc.

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803177

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Jennifer Kachmar - Ameriprise Financial Services, LLC

3741 Douglas Blvd
Ste 290

Roseville, CA 95661
9166771640

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Stanley Leong - Ameriprise Financial Services, LLC

2260 Douglas Blvd
Ste 245

Roseville, CA 95661
9167879988

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Aaron Karr - Ameriprise Financial Services, LLC

1430 Blue Oaks Blvd
Ste 290

Roseville, CA 95747
9165802180

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The Sierra View Group - Morgan Stanley

1478 Stone Point Dr
Suite 500

Roseville, CA 95661
9167889419

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Sarkis Anduze - Ameriprise Financial Services, LLC

2260 Douglas Blvd
Ste 245

Roseville, CA 95661
9167879988

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Kable Doria - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9163803176

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Violetta Terpeluk - Ameriprise Financial Services, LLC

2260 Douglas Blvd
Ste 245

Roseville, CA 95661
9167879988

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Michael Rodegerdts - Ameriprise Financial Services, LLC

1430 Blue Oaks Blvd
Ste 290

Roseville, CA 95747
9165802180

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Benjamin Hester - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9167875628

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Stifel | Patrick L. Hassna

1420 Rocky Ridge Drive
Suite 340

Roseville, CA 95661
9166263322

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XYZ Financial Services

2200 A Douglas Boulevard
Suite 110

Roseville, CA 95661
9167898400

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Steve Harris - Ameriprise Financial Services, LLC

1420 Rocky Ridge Dr
Ste 200

Roseville, CA 95661
9167875985

* 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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