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Find 42 Recommended Local Financial Advisors in California

Read profiles and client feedback for 42 recommended financial advisors serving California, including Irvine, Los Angeles and Sacramento. Check the planning services they offer and contact appropriate professionals to discuss your financial goals and consultation options.
Berkeley (1)
Chula Vista (1)
Costa Mesa (1)
Downey (1)
Fairfield (1)
Fresno (1)
Irvine (3)
Lancaster (1)
Los Angeles (3)
Modesto (2)
Moreno Valley (1)
Norwalk (1)
Oakland (1)
Ontario (1)
Orange (1)
Oxnard (1)
Rancho Cucamonga (1)
Rialto (1)
Roseville (1)
Sacramento (3)
San Diego (2)
San Francisco (3)
San Jose (1)
San Mateo (1)
Santa Ana (1)
Santa Barbara (2)
Santa Clara (1)
Sunnyvale (1)
Thousand Oaks (1)
Vacaville (1)
Ventura (1)
Not rated yet
Peritus Asset Management
Not rated yet
We implement a patented value-based investment process for high yield debt
Peritus Asset Management delivers active high yield debt solutions with a focus on value investing and risk mitigation. Based in Santa Barbara, our expert team provides tailored portfolio strategies for income generation and capital appreciation.
High Yield Bond Management Portfolio Consulting ETF Advisory
(805) 882-1100 Call Profile
Not rated yet
Monarch Wealth Strategies
18 Years
Not rated yet
We operate as fiduciaries, legally obligated to act in clients' best interests.
Monarch Wealth Strategies offers personalized wealth management services in Santa Barbara, focusing on tailored financial planning and lifelong client partnerships.
Wealth Management Investment Management Estate Planning
(805) 564-0800 Call Profile
Not rated yet
Sierra Financial Planning & Asset Management
23 Years
Not rated yet
We operate as a 100% fee-only advisory firm with no product commissions
Fee-only financial planning and asset management services in Roseville, CA. Independent, unbiased advice tailored to your financial goals.
Financial Planning Asset Management Retirement Planning
(916) 791-1572 Call Profile
Not rated yet
Fuller & Thaler Asset Management
33 Years
Not rated yet
Pioneers in behavioral finance with 30+ years of industry experience
Discover Fuller & Thaler Asset Management's behavioral finance strategies that leverage investor psychology for better investment outcomes. Serving institutional clients since 1993 with innovative asset management solutions.
Small-Cap Growth Funds Mid-Cap Value Strategies Unconstrained Equity Management
(650) 572-8334 Call Profile
Not rated yet
Financial Celebrations
26 Years
Not rated yet
We operate on a referral-only basis to focus entirely on client needs.
Financial Celebrations offers personalized financial planning and advisory services in Vacaville, CA. Specializing in investments, estate planning, and retirement strategies, we empower clients toward financial independence through education and tailored
Financial Planning Investment Management Estate Planning
(707) 449-9548 Call Profile
AGFinancial
50+ Years
Emergency
Not rated yet
AGFinancial
50+ Years
Emergency
Not rated yet
70+ years of experience serving faith-based clients
Discover mission-driven financial solutions at AGFinancial. We offer competitive investments, retirement planning, insurance, and church loans tailored to faith-minded individuals and organizations.
Investments Retirement Planning Insurance
(866) 621-1787 Call Profile
Not rated yet
SAS Financial Advisors
Not rated yet
We operate as fee-only advisors with no commissions or third-party incentives.
Trusted fee-only financial advisors in San Francisco. Personalized planning, fiduciary commitment, investment management. Schedule your free consultation today.
Financial Planning Investment Management Retirement Planning
(415) 277-5955 Call Profile
Not rated yet
Rawls Group
50+ Years
Not rated yet
We offer 50+ years of specialized experience in business succession planning
Specializing in business succession planning since 1973, Rawls Group helps family-owned businesses transition smoothly through customized strategies. Serving clients nationwide with expertise in capital-intensive industries.
Business Succession Planning Exit Strategy Development Family Governance Consulting
(707) 428-6300 Call Profile
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FarrDirect
Not rated yet
We offer low commission rates with no minimum trade requirements
FarrDirect offers low-cost futures trading with direct exchange access, professional tools, and 24/7 market connectivity for serious commodity traders.
Futures Trading Online Trading Demo Accounts
(805) 654-1089 Call Profile
Not rated yet
Asti Financial
21 Years
Not rated yet
We offer flexible hourly-rate financial planning with no minimum asset requirements
Asti Financial offers personalized financial planning and investment advisory services in Novato, CA. Serving clients nationwide since 2005, we provide fiduciary financial advice through virtual meetings. Schedule a free strategy session today.
Financial Planning Investment Planning Wealth Consulting
(510) 525-8557 Call Profile