Financial Planners in Campbell, CA — 11 Firms (2026)
11 financial planners in Campbell, California meet our listing bar — a website plus a public review record. They average 4.22★ across 11 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is ClearBridge Financial LLC/ Larysa Prytula, CFP, CDFA at 5.0★ across 11 Google reviews.
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CF
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
CW
Context Wealth Advisors✓ Verified
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning. Rated 5.0★ across 5 Google reviews.
MW
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning.
WC
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning. Rated 4.9★ across 32 Google reviews.
AF
Allworth Financial✓ Verified
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning. Rated 4.8★ across 16 Google reviews.
BP
Beacon Pointe Advisors✓ Verified
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning. Rated 4.5★ across 15 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering advisory. Rated 4.3★ across 19 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning. Rated 3.8★ across 32 Google reviews.
SC
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning, and advisory. Rated 3.4★ across 32 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning, and advisory. Rated 3.0★ across 8 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningCampbell, CA
Financial Planning in Campbell, California offering financial planning, and advisory. Rated 2.7★ across 94 Google reviews.
Top financial planners in Campbell
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | ClearBridge Financial LLC/ Larysa Prytula, CFP, CDFA✓ | Financial Planning | ★ 5.0 | 11 |
| 2 | Context Wealth Advisors✓ | Financial Planning | ★ 5.0 | 5 |
| 3 | Modern Wealth Management - Campbell✓ | Financial Planning | ★ 5.0 | 1 |
| 4 | Wealth Cairn, LLC - An Investor Coaching Company✓ | Financial Planning | ★ 4.9 | 32 |
| 5 | Allworth Financial✓ | Financial Planning | ★ 4.8 | 16 |
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.