Financial Planners in Bakersfield, CA — 17 Firms (2026)
17 financial planners in Bakersfield, California meet our listing bar — a website plus a public review record. They average 3.42★ across 17 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Mesa Group Consulting at 5.0★ across 126 Google reviews.
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MG
Mesa Group Consulting✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 5.0★ across 126 Google reviews.
CR
California Retirement Plans✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning. Rated 5.0★ across 46 Google reviews.
MW
Moneywise Wealth Management✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
★5.0 (8)
TA
The Ameriflex Group✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
BW
Barnes Wealth Management Group✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
SC
Strata Credit Union- Riverlakes✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning. Rated 4.3★ across 54 Google reviews.
SC
Strata Credit Union✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning. Rated 3.3★ across 81 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 3.2★ across 90 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering advisory. Rated 2.9★ across 39 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 2.8★ across 87 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 2.8★ across 72 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 2.6★ across 48 Google reviews.
NM
Northwestern Mutual✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 2.6★ across 7 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 2.5★ across 43 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 2.3★ across 134 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 2.2★ across 100 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 1.7★ across 101 Google reviews.
Top financial planners in Bakersfield
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Mesa Group Consulting✓ | Financial Planning | ★ 5.0 | 126 |
| 2 | California Retirement Plans✓ | Financial Planning | ★ 5.0 | 46 |
| 3 | Moneywise Wealth Management✓ | Financial Planning | ★ 5.0 | 8 |
| 4 | The Ameriflex Group✓ | Financial Planning | ★ 5.0 | 6 |
| 5 | Barnes Wealth Management Group✓ | Financial Planning | ★ 5.0 | 5 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.