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.
Showing 17 of 17 · sorted by Google rating
1.
Mesa Group Consulting
★★★★★★★★★★5.0(126 Google reviews)✓ Verified on Google
Financial Planning · 5001 California Ave #219, Bakersfield, CA 93309
Services: advisory
2.
California Retirement Plans
★★★★★★★★★★5.0(46 Google reviews)✓ Verified on Google
Financial Planning · 2222 E St, Bakersfield, CA 93301
3.
Moneywise Wealth Management
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 1907 K St, Bakersfield, CA 93301
Services: advisory
4.
The Ameriflex Group
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 2008 21st St Ste 100, Bakersfield, CA 93301
Services: advisory
5.
Barnes Wealth Management Group
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 5060 California Ave Ste 600, Bakersfield, CA 93309
Services: advisory
6.
Strata Credit Union- Riverlakes
★★★★★★★★★★4.3(54 Google reviews)✓ Verified on Google
Financial Planning · 4180 Coffee Rd, Bakersfield, CA 93308
7.
Strata Credit Union
★★★★★★★★★★3.3(81 Google reviews)✓ Verified on Google
Financial Planning · 1717 Truxtun Ave, Bakersfield, CA 93301
8.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.2(90 Google reviews)✓ Verified on Google
Financial Planning · 4480 Coffee Rd, Bakersfield, CA 93308
Services: advisory
9.
BMO Bank N.A Branches
★★★★★★★★★★2.9(39 Google reviews)✓ Verified on Google
Financial Planning · 5201 California Ave, Bakersfield, CA 93309
Services: advisory
10.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(87 Google reviews)✓ Verified on Google
Financial Planning · 1201 Baker St, Bakersfield, CA 93305
Services: advisory
11.
Bank of America Financial Center
★★★★★★★★★★2.8(72 Google reviews)✓ Verified on Google
Financial Planning · 9000 Ming Ave Ste R3, Bakersfield, CA 93311
Services: advisory
12.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(48 Google reviews)✓ Verified on Google
Financial Planning · 5021 California Ave, Bakersfield, CA 93309
Services: advisory
13.
Northwestern Mutual
★★★★★★★★★★2.6(7 Google reviews)✓ Verified on Google
Financial Planning · 5080 California Ave Ste 350, Bakersfield, CA 93309
Services: advisory
14.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(43 Google reviews)✓ Verified on Google
Financial Planning · 1440 Truxtun Ave, Bakersfield, CA 93301
Services: advisory
15.
Bank of America Financial Center
★★★★★★★★★★2.3(134 Google reviews)✓ Verified on Google
Financial Planning · 3800 Ming Ave, Bakersfield, CA 93309
Services: advisory
16.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.2(100 Google reviews)✓ Verified on Google
Financial Planning · 2708 Ming Ave, Bakersfield, CA 93304
Services: advisory
17.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★1.7(101 Google reviews)✓ Verified on Google
Financial Planning · 2800 Oswell St, Bakersfield, CA 93306
Services: advisory
Top financial planners in Bakersfield
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Mesa Group Consulting | Financial Planning | 5.0 / 5 | 126 |
| 2 | California Retirement Plans | Financial Planning | 5.0 / 5 | 46 |
| 3 | Moneywise Wealth Management | Financial Planning | 5.0 / 5 | 8 |
| 4 | The Ameriflex Group | Financial Planning | 5.0 / 5 | 6 |
| 5 | Barnes Wealth Management Group | Financial Planning | 5.0 / 5 | 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.