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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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Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758
(916) 8949999

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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

List of Additional Financial Advisors in Sacramento, California*

* Additional advisor listing is provided in partnership with Yext

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Bernardete Nunes - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672057

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Allison Wealth Management

1375 Exposition Boulevard
Suite 201

Sacramento, CA 95815
9164374263

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Norielle Gottschalk - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
9165670489

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Zach Vail - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
9165670489

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John Kovalek - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
9165670499

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Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9164448041

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Joseph Hinojos - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
9165670489

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Mike Little - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417622

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Rita Gibson Insurance & Investment Services, Inc.

601 University Avenue
Suite 140

Sacramento, CA 95825
9166482550

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HoyleCohen

1425 River Park Drive
Suite 110

Sacramento, CA 95815
9165882960

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Donald D. Benson

555 University Avenue
Suite 240

Sacramento, CA 95825
9163335151

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Retirement Security Centers

8880 Cal Center Drive
Suite 220

Sacramento, CA 95826
8006552323

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The Capitol Won Group - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417646

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John Dunnettjr - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417695

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Wolfgang Hawlisch - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417611

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Pete Scheid - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672069

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Craig S McLoughlin - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672052

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Shawn Paschal - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522717

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Lighthouse Strategic Advisors

735 University Avenue

Sacramento, CA 95825
9164867350

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Timothy F McDonald - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672025

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Kyle Campbell - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522709

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Wayne Soloaga - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522741

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Kimberly Friedman - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672072

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John G Auble - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672029

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John Winters - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672055

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Katie Beres - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417616

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Jim Coffin - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522706

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Dawn Hartman Farrell - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417604

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Thomas J Goode - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522705

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Dexter A Parulan - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672016

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Dillon Dougherty - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417609

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John T Liddle - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672030

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Jeff Olsen - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672081

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Jeffrey Won - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522725

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Sterling Dalatri - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522703

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Carolyn Mowlds - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672077

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David Nakamura - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672059

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Jeffrey Earle - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522769

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Sean M Langley - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672058

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Jason Jeffrey Won - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9163417610

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Allstate Personal Financial Representative: Kevin Munson

4030 Truxel Rd
Ste A

Sacramento, CA 95834
9167098048

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Capitol Wealth Management

701 Fulton Avenue

Sacramento, CA 95825
9169276490

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Jayne Auble - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165672070

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David R. Bennette - Morgan Stanley

400 Capitol Mall
Suite 1900

Sacramento, CA 95814
9165522708

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Derek Seo - Ameriprise Financial Services, LLC

4600 Duckhorn Dr

Sacramento, CA 95834
9165547650

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W Alan Silva - Ameriprise Financial Services, LLC

2150 River Plaza Dr
Ste 290

Sacramento, CA 95833
9165670489

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Donald Wigglesworth - Ameriprise Financial Services, LLC

2804 Gateway Oaks Dr
Ste 190

Sacramento, CA 95833
9166417400

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Amanda Johnson - Ameriprise Financial Services, LLC

2804 Gateway Oaks Dr
Ste 190

Sacramento, CA 95833
9166417400

* 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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