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.
Showing 11 of 11 · sorted by Google rating
1.
ClearBridge Financial LLC/ Larysa Prytula, CFP, CDFA
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 51 E Campbell Ave #124, Campbell, CA 95008
Services: advisory
2.
Context Wealth Advisors
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1901 S Bascom Ave suite 1500, Campbell, CA 95008
3.
Modern Wealth Management - Campbell
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 3274, 2105 S Bascom Ave #110, Campbell, CA 95008
4.
Wealth Cairn, LLC - An Investor Coaching Company
★★★★★★★★★★4.9(32 Google reviews)✓ Verified on Google
Financial Planning · 910 E Hamilton Ave #150, Campbell, CA 95008
5.
Allworth Financial
★★★★★★★★★★4.8(16 Google reviews)✓ Verified on Google
Financial Planning · 2105 S Bascom Ave Ste 255, Campbell, CA 95008
6.
Beacon Pointe Advisors
★★★★★★★★★★4.5(15 Google reviews)✓ Verified on Google
Financial Planning · 900 E Hamilton Ave #120, Campbell, CA 95008
7.
BMO Bank N.A Branches
★★★★★★★★★★4.3(19 Google reviews)✓ Verified on Google
Financial Planning · 2395 Winchester Blvd, Campbell, CA 95008
Services: advisory
8.
Fidelity Investments
★★★★★★★★★★3.8(32 Google reviews)✓ Verified on Google
Financial Planning · 851 E Hamilton Ave Ste 100, Campbell, CA 95008
9.
ShapeMyCredit - CPN Number, SCN Number & Tradelines
★★★★★★★★★★3.4(32 Google reviews)✓ Verified on Google
Financial Planning · 155 E Campbell Ave, Campbell, CA 95008
Services: advisory
10.
TD Ameritrade
★★★★★★★★★★3.0(8 Google reviews)✓ Verified on Google
Financial Planning · 30 S 1st St, Campbell, CA 95008
Services: advisory
11.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(94 Google reviews)✓ Verified on Google
Financial Planning · 1875 S Bascom Ave, Campbell, CA 95008
Services: advisory
Top financial planners in Campbell
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | ClearBridge Financial LLC/ Larysa Prytula, CFP, CDFA | Financial Planning | 5.0 / 5 | 11 |
| 2 | Context Wealth Advisors | Financial Planning | 5.0 / 5 | 5 |
| 3 | Modern Wealth Management - Campbell | Financial Planning | 5.0 / 5 | 1 |
| 4 | Wealth Cairn, LLC - An Investor Coaching Company | Financial Planning | 4.9 / 5 | 32 |
| 5 | Allworth Financial | Financial Planning | 4.8 / 5 | 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.