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.
Showing 6 of 6 · sorted by Google rating
1.
Pesta & Pesta Wealth Management
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 20370 Town Center Ln Ste 254, Cupertino, CA 95014
Services: advisory
2.
TD Ameritrade
★★★★★★★★★★3.0(10 Google reviews)✓ Verified on Google
Financial Planning · 19349 Stevens Creek Blvd, Cupertino, CA 95014
Services: advisory
3.
BMO Bank N.A Branches
★★★★★★★★★★2.5(20 Google reviews)✓ Verified on Google
Financial Planning · 11111 N Wolfe Rd, Cupertino, CA 95014
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★2.3(146 Google reviews)✓ Verified on Google
Financial Planning · 20563 Stevens Creek Blvd, Cupertino, CA 95014
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.2(49 Google reviews)✓ Verified on Google
Financial Planning · 19376 Stevens Creek Blvd, Cupertino, CA 95014
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.2(31 Google reviews)✓ Verified on Google
Financial Planning · 21020 Homestead Rd, Cupertino, CA 95014
Services: advisory
Top financial planners in Cupertino
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Pesta & Pesta Wealth Management | Financial Planning | 5.0 / 5 | 11 |
| 2 | TD Ameritrade | Financial Planning | 3.0 / 5 | 10 |
| 3 | BMO Bank N.A Branches | Financial Planning | 2.5 / 5 | 20 |
| 4 | Bank of America Financial Center | Financial Planning | 2.3 / 5 | 146 |
| 5 | Bank of America Financial Center | Financial Planning | 2.2 / 5 | 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.