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

How To Find Best Financial Advisors & Planners in Sacramento?

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

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

List of Qualified Financial Advisors in Sacramento, California

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Laurie Kyro

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

916-482-2196

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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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Jack Zboralske

Pinnacle Asset Management

2271 Lava Ridge Ct. STE 200

Roseville, CA 95661

916-772-0807

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Jennifer Staben

Edelman Financial Engines, LLC

12901 Douglas Blvd Suite 250

Roseville, CA 95661

916-894-9999

List of Additional Financial Advisors in Sacramento, California*

* Additional advisor listing is provided in partnership with Yext

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Bradley Mitchell - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7237

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Allison Wealth Management

1375 Exposition Boulevard
Suite 201

Sacramento, CA 95815
916-437-4263

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Paul Cutter - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7296

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Jeffrey Won - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2725

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Jeff Olsen - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2081

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Shawn Paschal - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2717

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Carolyn Mowlds - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2077

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Dillon Dougherty - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7609

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Bernardete Nunes - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2057

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John Winters - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2055

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Jayne Auble - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2070

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HoyleCohen

1425 River Park Drive
Suite 110

Sacramento, CA 95815
916-588-2960

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The Capitol Won Group - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7646

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Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-444-8041

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David T. Nakamura - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2059

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Matthew Morehead - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7239

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Rita Gibson Insurance & Investment Services, Inc.

601 University Avenue
Suite 140

Sacramento, CA 95825
916-648-2550

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Timothy F McDonald - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2025

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Allstate Personal Financial Representative: Jeff Kissiar

5457 Diablo Dr

Sacramento, CA 95842
916-759-4361

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Katie Beres - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7616

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Capitol Wealth Management

701 Fulton Avenue

Sacramento, CA 95825
916-927-6490

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Kimberly Friedman - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2072

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Mike Little - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7622

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Anthony Nye, CFP, CIMA - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7284

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Wayne Soloaga - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2741

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Lighthouse Strategic Advisors

735 University Avenue

Sacramento, CA 95825
916-486-7350

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Kyle Campbell - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2709

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Pete Scheid - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2069

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Jim Coffin - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2706

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John T Liddle - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2030

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Thomas J Goode - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2705

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Craig S McLoughlin - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2052

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Donald D. Benson

555 University Avenue
Suite 240

Sacramento, CA 95825
916-333-5151

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Retirement Security Centers

8880 Cal Center Drive
Suite 220

Sacramento, CA 95826
800-655-2323

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Dawn Hartman Farrell - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7604

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Donald Wigglesworth - Ameriprise Financial Services, LLC

2804 Gateway Oaks Dr
Ste 190

Sacramento, CA 95833
916-641-7400

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Dexter A Parulan - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2016

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Derek Seo - Ameriprise Financial Services, LLC

4600 Duckhorn Dr

Sacramento, CA 95834
916-554-7650

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Allstate Personal Financial Representative: Kevin Munson

4030 Truxel Rd
Ste A

Sacramento, CA 95834
916-709-8048

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Sean M Langley - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2058

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David R. Bennette - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2708

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W Alan Silva - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
916-567-0489

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Thomas Qvistgaard - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7271

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John Kovalek - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
916-567-0499

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Amanda Johnson - Ameriprise Financial Services, LLC

2804 Gateway Oaks Dr
Ste 190

Sacramento, CA 95833
916-641-7400

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Jeffrey Earle - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2769

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Norielle Gottschalk - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
916-567-0489

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John G Auble - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-567-2029

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Bruce Pearson - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7260

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Sacramento, CA Branch Office - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
800-678-6783

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Michael Hardy, CFP, CIMA, CAP - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7244

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William Kendall, CFP - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7216

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Steven Mueller - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7272

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Rebecca Hamilton - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7240

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Sacramento Regional Institutional Sales Group - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7293

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Zach Vail - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
916-567-0489

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Joseph Hinojos - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
916-567-0489

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Generations Wealth Management - UBS Financial Services Inc.

1610 Arden Way
Suite 200

Sacramento, CA 95815
916-648-7271

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Sterling Dalatri - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-552-2703

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Jason Jeffrey Won - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7610

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Wolfgang Hawlisch - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7611

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John Dunnettjr - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
916-341-7695

* 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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