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.
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BC
Financial PlanningEl Dorado Hills, CA
Financial Planning in El Dorado Hills, California offering financial planning. Rated 5.0★ across 65 Google reviews.
CP
Creative Planning✓ Verified
Financial PlanningEl Dorado Hills, CA
Financial Planning in El Dorado Hills, California offering financial planning, and advisory. Rated 5.0★ across 14 Google reviews.
AF
Arrowroot Family Office✓ Verified
Financial PlanningEl Dorado Hills, CA
Financial Planning in El Dorado Hills, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
RF
Rossi Financial Group✓ Verified
Financial PlanningEl Dorado Hills, CA
Financial Planning in El Dorado Hills, California offering financial planning. Rated 5.0★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningEl Dorado Hills, CA
Financial Planning in El Dorado Hills, California offering financial planning, and advisory. Rated 2.0★ across 42 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningEl Dorado Hills, CA
Financial Planning in El Dorado Hills, California offering financial planning, and advisory. Rated 1.2★ across 6 Google reviews.
Top financial planners in El Dorado Hills
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Bridgeview Capital Advisors Inc - David N. Waldrop, CFP✓ | Financial Planning | ★ 5.0 | 65 |
| 2 | Creative Planning✓ | Financial Planning | ★ 5.0 | 14 |
| 3 | Arrowroot Family Office✓ | Financial Planning | ★ 5.0 | 12 |
| 4 | Rossi Financial Group✓ | Financial Planning | ★ 5.0 | 5 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.0 | 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.