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Find The Best Financial Advisors in Santa Rosa, 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 Santa Rosa is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Santa Rosa & pick the one as per your needs

How To Find The Best Financial Advisors in Santa Rosa, California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Santa Rosa, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Santa Rosa, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Santa Rosa, California have an average of 28 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Santa Rosa, California

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John Cordeiro

Vintage Wealth Advisors

707-492-5100

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David Roggenkamp

Commonwealth Financial Network

415-785-4540

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Kristie Cahill

Haven Wealth Management

415-878-1177

Top Financial Advisor Firms in Santa Rosa, California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC
917 Mendocino Ave,
Santa Rosa, CA, 95401
294019 $452,279,220 380 A Percentage of AUM, Hourly charges, Fixed Fees
JDH WEALTH MANAGEMENT, LLC
181 Concourse Boulevard, Suite A
Santa Rosa, CA, 95403
112474 $286,041,386 376 A Percentage of AUM, Hourly charges, Fixed Fees
ZRC WEALTH MANAGEMENT, LLC
3562 Round Barn Cir, Suite 300
Santa Rosa, CA, 95403
123971 $270,815,040 657 A Percentage of AUM
CORE WEALTH PARTNERS LLC
576 B Street, Suite 2g
Santa Rosa, CA, 95401
322365 $224,165,781 599 A Percentage of AUM

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