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.
Showing 10 of 10 · sorted by Google rating
1.
Topel & DiStasi Wealth Management
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 2907 Claremont Ave #111, Berkeley, CA 94705
Services: advisory
2.
Patelco Credit Union Berkeley
★★★★★★★★★★3.4(41 Google reviews)✓ Verified on Google
Financial Planning · 2033 Kala Bagai Wy, Berkeley, CA 94704
3.
Fidelity Investments
★★★★★★★★★★3.4(11 Google reviews)✓ Verified on Google
Financial Planning · 1995 University Ave Suite 120, Berkeley, CA 94704
4.
Bank of America ATM
★★★★★★★★★★2.9(13 Google reviews)✓ Verified on Google
Financial Planning · 2546 San Pablo Ave, Berkeley, CA 94702
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.8(45 Google reviews)✓ Verified on Google
Financial Planning · 2546 San Pablo Ave, Berkeley, CA 94702
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.7(23 Google reviews)✓ Verified on Google
Financial Planning · 2129 Shattuck Ave., Berkeley, CA 94704
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.6(36 Google reviews)✓ Verified on Google
Financial Planning · 2347 Telegraph Ave, Berkeley, CA 94704
Services: advisory
8.
BMO Bank N.A Branches
★★★★★★★★★★2.4(34 Google reviews)✓ Verified on Google
Financial Planning · 1480 Shattuck Ave., Berkeley, CA 94709
Services: advisory
9.
BMO Bank N.A Branches
★★★★★★★★★★2.3(23 Google reviews)✓ Verified on Google
Financial Planning · 2495 Bancroft Way, Berkeley, CA 94720
Services: advisory
10.
Bank of America Financial Center
★★★★★★★★★★1.0(12 Google reviews)✓ Verified on Google
Financial Planning · 3001 Telegraph Ave Ste A, Berkeley, CA 94705
Services: advisory
Top financial planners in Berkeley
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Topel & DiStasi Wealth Management | Financial Planning | 5.0 / 5 | 5 |
| 2 | Patelco Credit Union Berkeley | Financial Planning | 3.4 / 5 | 41 |
| 3 | Fidelity Investments | Financial Planning | 3.4 / 5 | 11 |
| 4 | Bank of America ATM | Financial Planning | 2.9 / 5 | 13 |
| 5 | Bank of America Financial Center | Financial Planning | 2.8 / 5 | 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.