Financial Planners in Cupertino, CA — 6 Firms (2026)
6 financial planners in Cupertino, California meet our listing bar — a website plus a public review record. They average 2.87★ across 6 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Pesta & Pesta Wealth Management at 5.0★ across 11 Google reviews.
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PP
Pesta & Pesta Wealth Management✓ Verified
Financial PlanningCupertino, CA
Financial Planning in Cupertino, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningCupertino, CA
Financial Planning in Cupertino, California offering financial planning, and advisory. Rated 3.0★ across 10 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningCupertino, CA
Financial Planning in Cupertino, California offering advisory. Rated 2.5★ across 20 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCupertino, CA
Financial Planning in Cupertino, California offering financial planning, and advisory. Rated 2.3★ across 146 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCupertino, CA
Financial Planning in Cupertino, California offering financial planning, and advisory. Rated 2.2★ across 49 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningCupertino, CA
Financial Planning in Cupertino, California offering financial planning, and advisory. Rated 2.2★ across 31 Google reviews.
Top financial planners in Cupertino
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Pesta & Pesta Wealth Management✓ | Financial Planning | ★ 5.0 | 11 |
| 2 | TD Ameritrade✓ | Financial Planning | ★ 3.0 | 10 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.5 | 20 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.3 | 146 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 49 |
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.