Find the right financial advisor to meet your retirement needs in California

Studies have found that using the help of the right financial advisor at the right time helps individuals increase the value of their investments. With the right financial plans in place, you can build financial strategies that help you secure a more comfortable financial future! Trusting an advisor to manage your finances may seem like a daunting step to take. Finding the right financial advisor in California may also involve going through a number of financial advisor and planner profiles, and a large number of options can leave you confused!

How To Find the Best Financial Advisors and Planners in California

We at RothIRA.org can help you solve your dilemma by narrowing down the list of registered financial advisors in California and by providing you with a directory of vetted advisors near you. You need a financial advisor who will understand your financial situation, and one that has the relevant financial qualifications to provide you with the right financial guidance and insight in your financial journey.

Qualifications of Financial Advisors in California

We at RothIRA.org can help you solve your dilemma by narrowing down the list of registered financial advisors in California and by providing you with a directory of vetted advisors near you. You need a financial advisor who will understand your financial situation, and one that has the relevant financial qualifications to provide you with the right financial guidance and insight in your financial journey.

List of Qualified Financial Advisors in California

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Brian Malkinson
HBW Advisory Services

3017 Douglas Blvd Ste 100

Roseville, CA 95661

916-509-3231

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Bryan Foronjy
Foronjy Financial

401 Chapala St #105

Santa Barbara, CA 93101

805-880-9444

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Bryan Foronjy
Foronjy Financial

956 Walnut St, Suite 200

San Luis Obispo, CA 93401

805-600-1600

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David Bobrowsky
David Bobrowsky, CFP®

1261 Locust St., Suite #60

Walnut Creek, CA 94596

925-322-0799

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Ira Zito
Financial Peak

5850 Canoga Ave., Suite 400, Suite 400

Woodland Hills, CA 91367

818-639-9278

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Jarret Rodriguez-Conklin
Homestead Wealth Management, Corp

413 East Foothill Boulevard, Suite 100

San Dimas, CA 91773

909-667-0587

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Jerry Slusiewicz
Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

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John Borger
Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584

951-679-2065

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John E. Meinert
Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

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Mark Pietrofesa
Summit Financial Advisors, LLC

109 Baldwin Ave

San Mateo, CA 94401

650-357-9410

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Michael Geitner
Vintage Wealth Advisors

700 Main St, Suite 305

Napa, CA 94559

707-492-5100

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Michael Geitner
Vintage Wealth Advisors

700 Main St, Suite 305

Napa, CA 94559

707-492-5100

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Mike Mess
Veracity Capital, LLC

3200 Park Center Dr., 14th Floor

Costa Mesa, CA 92626

949-345-1954

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Paul Taghibagi
Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars, Suite 1600

Los Angeles, CA 90067

310-712-2323

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R. J. Kelly
Wealth Legacy Group, Inc.

4540 Kearny Villa Road, Suite 114

San Diego, CA 92123

858-569-0633

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Rick Martinez
RDM Financial

1425 W Foothill Blvd., Suite 125

Upland, CA 91786

909-261-2749

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Ryan Gunn
Gunn Financial Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672

888-902-5999

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Simon Reeves
TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

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Alano Massi
Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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Andrew Eddy
Eddy Financial, LLC

100 Wilshire Blvd, Suite 700

Santa Monica, CA 90401

310-451-3339

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Dave Hutchison, CFA
Triad Investment Management, LLC

1301 Dove Street, Suite 1080

Newport Beach, CA 92660

949-381-7614

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Janet Wan
Sierra Pacific Financial Advisors

7077 Koll Center Parkway, suite 120

Pleasanton, CA 94566

925-223-8868

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Michael Bernier
Canter Wealth

7825 Fay Ave #140

La Jolla, CA 92037

858-812-7547

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Michael Jensen
Falcon Wealth Planning, Inc.

2030 Main St, 13th Floor

Irvine, CA 92614

855-963-2526

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Value Monitoring Inc.
Value Monitoring Inc.

250 Oak Grove Ave 2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

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Allegra Swan
Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

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Andrew Chabot
Rancho Wealth Management

11810 Sebastian Way Suite 105

Rancho Cucamonga, CA 91730

909-935-5555

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Andrew Kessler
Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

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Benjamin Bowen
Edelman Financial Engines, LLC

3570 Carmel Mountain Road, Suite 450

San Diego, CA 92130

858-345-4254

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Corey Fast
Edelman Financial Engines, LLC

2400 E. Katella Ave., Suite 410

Anaheim, CA 92806

714-841-0982

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Cynthia Leal
Edelman Financial Engines, LLC

3950 Civic Center Drive,, Suite 315

San Rafael, CA 94903

415-941-4905

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David Roggenkamp
Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

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Eddie Lee
Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

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Ken Sakamoto
Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

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Kevin Duffy
Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Lance Blount
Edelman Financial Engines, LLC

600 Anton Blvd, Suite 1750

Costa Mesa, CA 92626

657-212-3060

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Mark Palmer
Edelman Financial Engines, LLC

2175 North California Boulevard, Suite 800

Walnut Creek, CA 94596

925-962-5823

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Matthew Pixa
My Portfolio Guide

3020 Old Ranch Parkway, Suite 300

Seal Beach, CA 90740

562-799-5595

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Michael Harris
TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

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Personal Capital
Personal Capital Advisors Corporation

3 Lagoon Drive, Suite 200

Redwood City, CA 94065

650-556-1310

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Personal Capital
Personal Capital Advisors Corporation

250 Montgomery Street, Suite 700

San Francisco, CA 94104

650-556-1310

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Personal Capital
Personal Capital Advisors Corporation

250 Montgomery Street, Suite 700

San Francisco, CA 94104

855-855-8005

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Personal Capital
Personal Capital Advisors Corporation

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Los Angeles, CA 90012

650-556-1310

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Sasha Shteyn
Edelman Financial Engines, LLC

225 South Lake Avenue, Suite 1185

Pasadena, CA 91101

626-768-2972

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Tad Doughty
Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888-242-6766

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Ted Smalling
Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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James Peters
Centaurus Financial

18662 Macarthur Blvd, Suite 200

Irvine, CA 92612

949-631-3840

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Zach Lindemann
Edelman Financial Engines, LLC

1112 Galleria Boulevard Suite 1602901 Douglas Blvd Suite 250

Roseville, CA 95661

916-462-5220

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The AdvisoryOne Group
The AdvisoryOne Group

Pismo Beach

Pismo Beach, CA 93449

312-819-2408

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Pure Financial Advisors, LLC
Pure Financial Advisors, LLC

3131 Camino del Rio N, Suite 1550

San Diego, CA 92108

619-814-4100

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David Kim
Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118

800-366-8700

The list of financial advisors provided on this website do not include all the vetted advisors on the network. They may be available when you use the free match tool to compare up to 3 financial advisors near you that are matched to your specific requirements and preferences.