Financial Planners in El Dorado Hills, CA — 6 Firms (2026)
6 financial planners in El Dorado Hills, California meet our listing bar — a website plus a public review record. They average 3.87★ across 6 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Bridgeview Capital Advisors Inc - David N. Waldrop, CFP at 5.0★ across 65 Google reviews.
Showing 6 of 6 · sorted by Google rating
1.
Bridgeview Capital Advisors Inc - David N. Waldrop, CFP
★★★★★★★★★★5.0(65 Google reviews)✓ Verified on Google
Financial Planning · 5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762
2.
Creative Planning
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762
Services: advisory
3.
Arrowroot Family Office
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 1101 Investment Blvd Suite 170, El Dorado Hills, CA 95762
Services: advisory
4.
Rossi Financial Group
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1212 Suncast Ln #1, El Dorado Hills, CA 95762
5.
Bank of America Financial Center
★★★★★★★★★★2.0(42 Google reviews)✓ Verified on Google
Financial Planning · 3901 Park Dr, El Dorado Hills, CA 95762
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★1.2(6 Google reviews)✓ Verified on Google
Financial Planning · 3377 Bass Lake Rd #100, El Dorado Hills, CA 95762
Services: advisory
Top financial planners in El Dorado Hills
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Bridgeview Capital Advisors Inc - David N. Waldrop, CFP | Financial Planning | 5.0 / 5 | 65 |
| 2 | Creative Planning | Financial Planning | 5.0 / 5 | 14 |
| 3 | Arrowroot Family Office | Financial Planning | 5.0 / 5 | 12 |
| 4 | Rossi Financial Group | Financial Planning | 5.0 / 5 | 5 |
| 5 | Bank of America Financial Center | Financial Planning | 2.0 / 5 | 42 |
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.