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Financial Planners in California

2,007 financial planners across California that have a website and a public review record, ordered by Google rating. Listings are compiled from public sources.

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.

The highest-rated financial planner in California is Infinite Financial Firm Credit Doc (5.0★, 767 reviews). 686 of 2007 rated financial planners hold a 4.5★ or higher Google rating.

Financial Planners by City

Top 50 of 2,007 Financial Planners

1.
Infinite Financial Firm Credit Doc
★★★★★★★★★★5.0(767 Google reviews)✓ Verified on Google
Financial Planning · 1722 Westwood Blvd Ste 200, Los Angeles, CA 90024
(310) 935-0798WebsiteMore info
2.
Zach Bay - State Farm Insurance Agent
★★★★★★★★★★5.0(343 Google reviews)✓ Verified on Google
Financial Planning · 1422 Oregon St, Redding, CA 96001
(530) 221-3224WebsiteMore info
3.
PACIFIC CAPITAL
★★★★★★★★★★5.0(220 Google reviews)✓ Verified on Google
Financial Planning · 1861 California Ave Suite 101, Corona, CA 92881
Services: advisory
(844) 777-8777WebsiteMore info
4.
Impact Leadership Network, Inc.
★★★★★★★★★★5.0(182 Google reviews)✓ Verified on Google
Financial Planning · 5000 Parkway Calabasas UNIT 202, Calabasas, CA 91302
Services: advisory
(818) 757-7046WebsiteMore info
5.
Consolidated Financial Services
★★★★★★★★★★5.0(166 Google reviews)✓ Verified on Google
Financial Planning · 1579 W Shaw Ave, Fresno, CA 93711
(559) 705-4899WebsiteMore info
6.
Legacy Partners Insurance & Financial Services, Inc.
★★★★★★★★★★5.0(157 Google reviews)✓ Verified on Google
Financial Planning · 1101 N Pacific Ave #303, Glendale, CA 91202
(818) 630-9205WebsiteMore info
7.
Insight Capital Management
★★★★★★★★★★5.0(143 Google reviews)✓ Verified on Google
Financial Planning · 1390 Willow Pass Rd Ste #960, Concord, CA 94520
Services: advisory
(925) 362-9571WebsiteMore info
8.
Little Saigon Living Trust
★★★★★★★★★★5.0(140 Google reviews)✓ Verified on Google
Financial Planning · 9191 Bolsa Ave #203, Westminster, CA 92683
(714) 912-8500WebsiteMore info
9.
eSign Insurance Services
★★★★★★★★★★5.0(135 Google reviews)✓ Verified on Google
Financial Planning · 9101 Slauson Ave Ste D, Pico Rivera, CA 90660
(562) 801-2222WebsiteMore info
10.
Jeung Agency
★★★★★★★★★★5.0(129 Google reviews)✓ Verified on Google
Financial Planning · 5670 Wilshire Blvd, Los Angeles, CA 90036
(510) 449-2396WebsiteMore info
11.
Mesa Group Consulting
★★★★★★★★★★5.0(126 Google reviews)✓ Verified on Google
Financial Planning · 5001 California Ave #219, Bakersfield, CA 93309
Services: advisory
(661) 310-3040WebsiteMore info
12.
BML Wealth Management
★★★★★★★★★★5.0(124 Google reviews)✓ Verified on Google
Financial Planning · 2 Park Plaza #800, Irvine, CA 92614
Services: advisory
(949) 682-9105WebsiteMore info
13.
Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor
★★★★★★★★★★5.0(123 Google reviews)✓ Verified on Google
Financial Planning · 25096 Jefferson Ave Ste C-1, Murrieta, CA 92562
(951) 760-8150WebsiteMore info
14.
Nola CRS LLC
★★★★★★★★★★5.0(112 Google reviews)✓ Verified on Google
Financial Planning · 2531 Olive Dr E, Palmdale, CA 93550
Services: advisory
(661) 234-4929WebsiteMore info
15.
IDA Wealth - Intelligence Driven Advisers
★★★★★★★★★★5.0(111 Google reviews)✓ Verified on Google
Financial Planning · 2792 Gateway Rd, Carlsbad, CA 92009
Services: advisory
(888) 766-0091WebsiteMore info
16.
Bangerter Financial Strategies, Inc.
★★★★★★★★★★5.0(109 Google reviews)✓ Verified on Google
Financial Planning · 1380 Lead Hill Blvd Ste 180, Roseville, CA 95661
Services: advisory
(916) 965-1879WebsiteMore info
17.
Endeavor Advisors, LLC: Ajay Vadukul CFP®, EA
★★★★★★★★★★5.0(105 Google reviews)✓ Verified on Google
Financial Planning · 3655 Torrance Blvd 3rd floor, Torrance, CA 90503
(888) 983-7526WebsiteMore info
18.
Homeowners Financial Group
★★★★★★★★★★5.0(104 Google reviews)✓ Verified on Google
Financial Planning · 1525 State St #104, Santa Barbara, CA 93101
(805) 869-7100WebsiteMore info
19.
Fynanc LLC
★★★★★★★★★★5.0(100 Google reviews)✓ Verified on Google
Financial Planning · 6475 Camden Ave #201, San Jose, CA 95120
(408) 267-4670WebsiteMore info
20.
Creative Planning
★★★★★★★★★★5.0(96 Google reviews)✓ Verified on Google
Financial Planning · 11260 El Camino Real Ste 220, San Diego, CA 92130
Services: advisory
(858) 764-7120WebsiteMore info
21.
Pacific Associates Corporation
★★★★★★★★★★5.0(95 Google reviews)✓ Verified on Google
Financial Planning · 19900 MacArthur Blvd Ste 890, Irvine, CA 92612
(949) 250-6700WebsiteMore info
22.
SimpliFi
★★★★★★★★★★5.0(95 Google reviews)✓ Verified on Google
Financial Planning · 9666 Businesspark Ave Ste 111, San Diego, CA 92131
(858) 695-6600WebsiteMore info
23.
Towerpoint Wealth
★★★★★★★★★★5.0(94 Google reviews)✓ Verified on Google
Financial Planning · 500 Capitol Mall #2060, Sacramento, CA 95814
Services: advisory
(916) 405-9140WebsiteMore info
24.
Klosek Law Offices
★★★★★★★★★★5.0(93 Google reviews)✓ Verified on Google
Financial Planning · 820 Alhambra Blvd, Sacramento, CA 95816
(916) 290-7560WebsiteMore info
25.
Empress Investment Group
★★★★★★★★★★5.0(87 Google reviews)✓ Verified on Google
Financial Planning · 321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004
Services: advisory
(310) 450-2904WebsiteMore info
26.
Falcon Wealth Planning
★★★★★★★★★★5.0(83 Google reviews)✓ Verified on Google
Financial Planning · 2030 Main St 13th floor, Irvine, CA 92614
(855) 963-2526WebsiteMore info
27.
RVW Wealth, LLC
★★★★★★★★★★5.0(82 Google reviews)✓ Verified on Google
Financial Planning · 1880 Century Pk E #200, Los Angeles, CA 90067
(310) 945-4000WebsiteMore info
28.
Legacy Financial Group
★★★★★★★★★★5.0(80 Google reviews)✓ Verified on Google
Financial Planning · 28720 Roadside Dr Ste 315, Agoura Hills, CA 91301
Services: advisory
(818) 993-3311WebsiteMore info
29.
Standard Lenders - A Reverse Mortgage Company
★★★★★★★★★★5.0(78 Google reviews)✓ Verified on Google
Financial Planning · 15315 Magnolia Blvd #328, Sherman Oaks, CA 91403
(888) 347-6252WebsiteMore info
30.
Mutual of Omaha Mortgage
★★★★★★★★★★5.0(71 Google reviews)✓ Verified on Google
Financial Planning · 2888 Loker Ave E Ste 320, Carlsbad, CA 92010
Services: advisory
(760) 492-5650WebsiteMore info
31.
Darrin A. Santos, CFP®-FSI Wealth
★★★★★★★★★★5.0(70 Google reviews)✓ Verified on Google
Financial Planning · 1455 Frazee Rd Ste. 804-A, San Diego, CA 92108
(619) 681-1914WebsiteMore info
32.
Ezfundings Home Loans
★★★★★★★★★★5.0(70 Google reviews)✓ Verified on Google
Financial Planning · 505 N Brand Blvd #240, Glendale, CA 91203
Services: advisory
(818) 396-7638WebsiteMore info
33.
One Degree Advisors
★★★★★★★★★★5.0(66 Google reviews)✓ Verified on Google
Financial Planning · 8880 Rio San Diego Dr #1000, San Diego, CA 92108
(619) 282-3288WebsiteMore info
34.
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
(916) 235-6857WebsiteMore info
35.
Shield Uribe Insurance Agency
★★★★★★★★★★5.0(65 Google reviews)✓ Verified on Google
Financial Planning · 30 N 3rd St, Patterson, CA 95363
(209) 892-4900WebsiteMore info
36.
Homeowners Financial Group
★★★★★★★★★★5.0(64 Google reviews)✓ Verified on Google
Financial Planning · 2999 Douglas Blvd Suite 180, Office 106, Roseville, CA 95661
(916) 305-3050WebsiteMore info
37.
LPL Financial - Financial Advisor: Kevin Riley, CPFA
★★★★★★★★★★5.0(61 Google reviews)✓ Verified on Google
Financial Planning · 280 Hemsted Dr Ste 103, Redding, CA 96002
Services: advisory
(530) 479-2229WebsiteMore info
38.
Traction Wealth Management
★★★★★★★★★★5.0(61 Google reviews)✓ Verified on Google
Financial Planning · 4438 Ingraham St #2002, San Diego, CA 92109
(619) 302-8303WebsiteMore info
39.
Seaside Wealth Management
★★★★★★★★★★5.0(57 Google reviews)✓ Verified on Google
Financial Planning · 6154 Innovation Way, Carlsbad, CA 92009
(760) 730-8120WebsiteMore info
40.
Wolfgang Capital
★★★★★★★★★★5.0(56 Google reviews)✓ Verified on Google
Financial Planning · 28751 Rancho California Rd Ste 100, Temecula, CA 92590
(951) 200-5084WebsiteMore info
41.
MDRN Wealth
★★★★★★★★★★5.0(55 Google reviews)✓ Verified on Google
Financial Planning · 606 Venice Blvd. Ste 107, Venice, CA 90291
(310) 307-5523WebsiteMore info
42.
The Options Lady
★★★★★★★★★★5.0(55 Google reviews)✓ Verified on Google
Financial Planning · 3814 Quarter Mile Dr, San Diego, CA 92130
(858) 220-4736WebsiteMore info
43.
ProsperPlan Wealth Fiduciary Financial Advisors
★★★★★★★★★★5.0(54 Google reviews)✓ Verified on Google
Financial Planning · 2377 Gold Meadow Way #100, Gold River, CA 95670
Services: advisory
(916) 909-3993WebsiteMore info
44.
Arbor Wealth Strategies
★★★★★★★★★★5.0(53 Google reviews)✓ Verified on Google
Financial Planning · 11027 Downey Ave, Downey, CA 90241
Services: advisory
(562) 776-1200WebsiteMore info
45.
Fiduciary Financial Group
★★★★★★★★★★5.0(53 Google reviews)✓ Verified on Google
Financial Planning · 1101 Fifth Ave, San Rafael, CA 94901
Services: advisory
(208) 957-6922WebsiteMore info
46.
ACACIA Insurance Services, Inc.
★★★★★★★★★★5.0(52 Google reviews)✓ Verified on Google
Financial Planning · 4667 MacArthur Blvd #260, Newport Beach, CA 92660
(800) 510-8810WebsiteMore info
47.
CRESTICO
★★★★★★★★★★5.0(51 Google reviews)✓ Verified on Google
Financial Planning · 22935 Ventura Blvd #201, Woodland Hills, CA 91364
Services: advisory
(818) 784-2929WebsiteMore info
48.
Elesie Retirement Financial Advisors
★★★★★★★★★★5.0(51 Google reviews)✓ Verified on Google
Financial Planning · 444 W Ocean Blvd Ste 800 Unit A, Long Beach, CA 90802
(562) 374-7219WebsiteMore info
49.
First Command
★★★★★★★★★★5.0(51 Google reviews)✓ Verified on Google
Financial Planning · 12419 S Lewis St Ste 104, Garden Grove, CA 92840
(714) 703-8070WebsiteMore info
50.
Forbix
★★★★★★★★★★5.0(49 Google reviews)✓ Verified on Google
Financial Planning · 24151 Ventura Blvd Suite 210, Calabasas, CA 91302
(888) 936-7249WebsiteMore info

Top financial planners in California

#FirmServiceGoogle ratingReviews
1Infinite Financial Firm Credit DocFinancial Planning5.0 / 5767
2Zach Bay - State Farm Insurance AgentFinancial Planning5.0 / 5343
3PACIFIC CAPITALFinancial Planning5.0 / 5220
4Impact Leadership Network, Inc.Financial Planning5.0 / 5182
5Consolidated Financial ServicesFinancial Planning5.0 / 5166

Cities With Fewer Than 5 Financial Planners

These cities are covered on the full city page.

Other Financial Planners in California

554 financial planners in cities without a financial planner page of their own.

Frequently asked questions

How many financial planners are in California?
We list 2,007 financial planners across California that have a website and a public review record, ranked by Google rating.
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.
How much do financial planners charge?
Fees vary by complexity. As a national reference: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+. Request a written estimate from each firm.

Other services in California: CPAs & Accountants|Bookkeepers|Tax Preparers