Financial advisors in California

Pick your town

Financial advisors help people make sense of money decisions, from building a plan for the years ahead to deciding how to invest, when to claim Social Security, and how to structure an estate. Many also offer tax planning, retirement income planning, life insurance guidance, and help after an inheritance or other windfall. In this directory you can browse financial advisors in towns across California, including Oakland, Cotati, San Rafael, Carlsbad, El Cajon, and Encinitas, and call, get directions, or check hours directly. When choosing one, ask whether the advisor is paid a fee for advice or earns commissions on products they sell, since that affects their recommendations. It also helps to ask what services they cover, such as retirement or estate planning, so you can match them to your situation before your first meeting.

• Redlands7 financial advisors
• Oakland5 financial advisors
• San Jose5 financial advisors
• Encinitas3 financial advisors
• Redding3 financial advisors
• Carlsbad2 financial advisors
• Cotati2 financial advisors
• San Rafael2 financial advisors
• Bakersfield1 financial advisor
• Del Mar1 financial advisor
• El Cajon1 financial advisor
• Escondido1 financial advisor
• Laguna Niguel1 financial advisor
• Long Beach1 financial advisor
• Moraga1 financial advisor
• Novato1 financial advisor
• Palm Desert1 financial advisor
• Palo Alto1 financial advisor
• Petaluma1 financial advisor
• Redondo Beach1 financial advisor
• Santa Ana1 financial advisor
• Santa Maria1 financial advisor
• Sebastopol1 financial advisor