Financial Planners in Berkeley, CA — 10 Firms (2026)
10 financial planners in Berkeley, California meet our listing bar — a website plus a public review record. They average 2.85★ across 10 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Topel & DiStasi Wealth Management at 5.0★ across 5 Google reviews.
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TD
Topel & DiStasi Wealth Management✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
PC
Patelco Credit Union Berkeley✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning. Rated 3.4★ across 41 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning. Rated 3.4★ across 11 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning, and advisory. Rated 2.9★ across 13 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning, and advisory. Rated 2.8★ across 45 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning, and advisory. Rated 2.7★ across 23 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning, and advisory. Rated 2.6★ across 36 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering advisory. Rated 2.4★ across 34 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering advisory. Rated 2.3★ across 23 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningBerkeley, CA
Financial Planning in Berkeley, California offering financial planning, and advisory. Rated 1.0★ across 12 Google reviews.
Top financial planners in Berkeley
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Topel & DiStasi Wealth Management✓ | Financial Planning | ★ 5.0 | 5 |
| 2 | Patelco Credit Union Berkeley✓ | Financial Planning | ★ 3.4 | 41 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 3.4 | 11 |
| 4 | Bank of America ATM✓ | Financial Planning | ★ 2.9 | 13 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.8 | 45 |
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.