Financial Planners in Encino, CA — 10 Firms (2026)
10 financial planners in Encino, California meet our listing bar — a website plus a public review record. They average 3.79★ across 10 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Navalign Wealth Partners at 5.0★ across 21 Google reviews.
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NW
Navalign Wealth Partners✓ Verified
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning, and advisory. Rated 5.0★ across 21 Google reviews.
BG
Begus Group✓ Verified
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning. Rated 5.0★ across 5 Google reviews.
WM
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning, and advisory. Rated 4.9★ across 98 Google reviews.
AC
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning. Rated 4.8★ across 5 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning. Rated 4.6★ across 10 Google reviews.
TA
TD Ameritrade✓ Verified
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning, and advisory. Rated 3.7★ across 7 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningEncino, CA
Financial Planning in Encino, California offering advisory. Rated 3.2★ across 10 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning, and advisory. Rated 2.7★ across 50 Google reviews.
VF
Financial PlanningEncino, CA
Financial Planning in Encino, California offering financial planning, and advisory. Rated 1.0★ across 5 Google reviews.
Top financial planners in Encino
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Navalign Wealth Partners✓ | Financial Planning | ★ 5.0 | 21 |
| 2 | Begus Group✓ | Financial Planning | ★ 5.0 | 5 |
| 3 | Wealth Management Partners of Los Angeles, Inc.✓ | Financial Planning | ★ 4.9 | 98 |
| 4 | AMZA Capital | Financial Planning | ★ 4.8 | 5 |
| 5 | First Republic Bank✓ | Financial Planning | ★ 4.6 | 10 |
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.