Financial Planners in California
Compare 2,007 financial planners across California, ranked by real Google rating. Listings compiled from public sources.
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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 planning in California is Infinite Financial Firm Credit Doc (5.0★, 767 reviews). 686 of 2007 rated financial plannings hold a 4.5★ or higher Google rating.
Top 50 of 2,007
IF
Infinite Financial Firm Credit Doc✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 767 Google reviews.
ZB
Zach Bay - State Farm Insurance Agent✓ Verified
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning. Rated 5.0★ across 343 Google reviews.
PC
PACIFIC CAPITAL✓ Verified
Financial PlanningCorona, CA
Financial Planning in Corona, California offering financial planning, and advisory. Rated 5.0★ across 220 Google reviews.
IL
Impact Leadership Network, Inc.✓ Verified
Financial PlanningCalabasas, CA
Financial Planning in Calabasas, California offering financial planning, and advisory. Rated 5.0★ across 182 Google reviews.
CF
Consolidated Financial Services✓ Verified
Financial PlanningFresno, CA
Financial Planning in Fresno, California offering financial planning. Rated 5.0★ across 166 Google reviews.
LP
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning. Rated 5.0★ across 157 Google reviews.
IC
Insight Capital Management✓ Verified
Financial PlanningConcord, CA
Financial Planning in Concord, California offering financial planning, and advisory. Rated 5.0★ across 143 Google reviews.
LS
Little Saigon Living Trust✓ Verified
Financial PlanningWestminster, CA
Financial Planning in Westminster, California offering financial planning. Rated 5.0★ across 140 Google reviews.
EI
eSign Insurance Services✓ Verified
Financial PlanningPico Rivera, CA
Financial Planning in Pico Rivera, California offering financial planning. Rated 5.0★ across 135 Google reviews.
JA
Jeung Agency✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 129 Google reviews.
MG
Mesa Group Consulting✓ Verified
Financial PlanningBakersfield, CA
Financial Planning in Bakersfield, California offering financial planning, and advisory. Rated 5.0★ across 126 Google reviews.
BW
BML Wealth Management✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning, and advisory. Rated 5.0★ across 124 Google reviews.
AW
Financial PlanningMurrieta, CA
Financial Planning in Murrieta, California offering financial planning. Rated 5.0★ across 123 Google reviews.
NC
Nola CRS LLC✓ Verified
Financial PlanningPalmdale, CA
Financial Planning in Palmdale, California offering financial planning, and advisory. Rated 5.0★ across 112 Google reviews.
IW
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 111 Google reviews.
BF
Bangerter Financial Strategies, Inc.✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning, and advisory. Rated 5.0★ across 109 Google reviews.
EA
Financial PlanningTorrance, CA
Financial Planning in Torrance, California offering financial planning. Rated 5.0★ across 105 Google reviews.
HF
Homeowners Financial Group✓ Verified
Financial PlanningSanta Barbara, CA
Financial Planning in Santa Barbara, California offering financial planning. Rated 5.0★ across 104 Google reviews.
FL
Fynanc LLC✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 5.0★ across 100 Google reviews.
CP
Creative Planning✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning, and advisory. Rated 5.0★ across 96 Google reviews.
PA
Pacific Associates Corporation✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 95 Google reviews.
TW
Towerpoint Wealth✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning, and advisory. Rated 5.0★ across 94 Google reviews.
KL
Klosek Law Offices✓ Verified
Financial PlanningSacramento, CA
Financial Planning in Sacramento, California offering financial planning. Rated 5.0★ across 93 Google reviews.
EI
Empress Investment Group✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning, and advisory. Rated 5.0★ across 87 Google reviews.
FW
Falcon Wealth Planning✓ Verified
Financial PlanningIrvine, CA
Financial Planning in Irvine, California offering financial planning. Rated 5.0★ across 83 Google reviews.
RW
RVW Wealth, LLC✓ Verified
Financial PlanningLos Angeles, CA
Financial Planning in Los Angeles, California offering financial planning. Rated 5.0★ across 82 Google reviews.
LF
Legacy Financial Group✓ Verified
Financial PlanningAgoura Hills, CA
Financial Planning in Agoura Hills, California offering financial planning, and advisory. Rated 5.0★ across 80 Google reviews.
SL
Financial PlanningSherman Oaks, CA
Financial Planning in Sherman Oaks, California offering financial planning. Rated 5.0★ across 78 Google reviews.
MO
Mutual of Omaha Mortgage✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning, and advisory. Rated 5.0★ across 71 Google reviews.
DA
Darrin A. Santos, CFP®-FSI Wealth✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 70 Google reviews.
EH
Ezfundings Home Loans✓ Verified
Financial PlanningGlendale, CA
Financial Planning in Glendale, California offering financial planning, and advisory. Rated 5.0★ across 70 Google reviews.
OD
One Degree Advisors✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 66 Google reviews.
BC
Financial PlanningEl Dorado Hills, CA
Financial Planning in El Dorado Hills, California offering financial planning. Rated 5.0★ across 65 Google reviews.
SU
Shield Uribe Insurance Agency✓ Verified
Financial PlanningPatterson, CA
Financial Planning in Patterson, California offering financial planning. Rated 5.0★ across 65 Google reviews.
HF
Homeowners Financial Group✓ Verified
Financial PlanningRoseville, CA
Financial Planning in Roseville, California offering financial planning. Rated 5.0★ across 64 Google reviews.
LF
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning, and advisory. Rated 5.0★ across 61 Google reviews.
TW
Traction Wealth Management✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 61 Google reviews.
SW
Seaside Wealth Management✓ Verified
Financial PlanningCarlsbad, CA
Financial Planning in Carlsbad, California offering financial planning. Rated 5.0★ across 57 Google reviews.
WC
Wolfgang Capital✓ Verified
Financial PlanningTemecula, CA
Financial Planning in Temecula, California offering financial planning. Rated 5.0★ across 56 Google reviews.
MW
MDRN Wealth✓ Verified
Financial PlanningVenice, CA
Financial Planning in Venice, California offering financial planning. Rated 5.0★ across 55 Google reviews.
TO
The Options Lady✓ Verified
Financial PlanningSan Diego, CA
Financial Planning in San Diego, California offering financial planning. Rated 5.0★ across 55 Google reviews.
PW
Financial PlanningGold River, CA
Financial Planning in Gold River, California offering financial planning, and advisory. Rated 5.0★ across 54 Google reviews.
AW
Arbor Wealth Strategies✓ Verified
Financial PlanningDowney, CA
Financial Planning in Downey, California offering financial planning, and advisory. Rated 5.0★ across 53 Google reviews.
FF
Fiduciary Financial Group✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 53 Google reviews.
AI
ACACIA Insurance Services, Inc.✓ Verified
Financial PlanningNewport Beach, CA
Financial Planning in Newport Beach, California offering financial planning. Rated 5.0★ across 52 Google reviews.
ER
Elesie Retirement Financial Advisors✓ Verified
Financial PlanningLong Beach, CA
Financial Planning in Long Beach, California offering financial planning. Rated 5.0★ across 51 Google reviews.
FC
First Command✓ Verified
Financial PlanningGarden Grove, CA
Financial Planning in Garden Grove, California offering financial planning. Rated 5.0★ across 51 Google reviews.
Top financial planners in California
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Infinite Financial Firm Credit Doc✓ | Financial Planning | ★ 5.0 | 767 |
| 2 | Zach Bay - State Farm Insurance Agent✓ | Financial Planning | ★ 5.0 | 343 |
| 3 | PACIFIC CAPITAL✓ | Financial Planning | ★ 5.0 | 220 |
| 4 | Impact Leadership Network, Inc.✓ | Financial Planning | ★ 5.0 | 182 |
| 5 | Consolidated Financial Services✓ | Financial Planning | ★ 5.0 | 166 |
Financial Planners by city
San Diego129Los Angeles85San Francisco75Irvine54San Jose48Sacramento38Roseville36Newport Beach36Fresno29Carlsbad23Oakland20Pasadena20Stockton19Glendale19Anaheim18Walnut Creek18Bakersfield17Huntington Beach17Woodland Hills16San Ramon16Long Beach15Santa Barbara14Torrance14San Rafael14Costa Mesa13Santa Rosa13Beverly Hills13Garden Grove12Chico12Modesto12Santa Monica12Corona11Riverside11Chula Vista11Temecula11Campbell11Santa Ana10Oceanside10Santa Clara10Fullerton10Berkeley10Encino10Mission Viejo10San Luis Obispo10Rancho Cucamonga9Redding9Murrieta9Fremont9Pleasanton9Orange9La Jolla9Brea9Ontario8Calabasas8Thousand Oaks8San Mateo8Upland7Van Nuys7Redlands7Sunnyvale7Grass Valley7West Covina7Downey7Palm Desert7Folsom7Tustin7Sherman Oaks7Encinitas7Menlo Park7Oxnard6Concord6El Cajon6Ventura6Elk Grove6Glendora6Westlake Village6Burbank6Napa6Cupertino6Redwood City6Laguna Hills6Los Gatos6El Dorado Hills6Palo Alto6Mill Valley6San Bernardino5Fairfield5Victorville5Fontana5Lake Forest5Lancaster5La Mesa5Culver City5Whittier5Northridge5Westminster5Hayward5Visalia5Camarillo5San Leandro5El Segundo5Santa Maria5San Carlos5Burlingame5Dublin5Monterey Park5Petaluma5Novato5Morgan Hill5San Clemente5Monterey5Arcadia5Seal Beach5Danville5Manhattan Beach5
Fewer than 5 — see the full city hub
Chatsworth 4Palmdale 4Clovis 4Brentwood 4Alhambra 4Manteca 4Vacaville 4Davis 4Gardena 4Escondido 4Valencia 4Palm Springs 4Lodi 4Cerritos 4Mountain View 4Livermore 4Rohnert Park 4Daly City 4Santa Clarita 4Chino Hills 4Redondo Beach 4Santa Cruz 4Sebastopol 4San Dimas 4Aliso Viejo 4Foster City 4El Monte 3Milpitas 3Tracy 3Panorama City 3Rialto 3Merced 3Moreno Valley 3Turlock 3Compton 3Simi Valley 3Salinas 3North Hollywood 3Hemet 3Oakdale 3Citrus Heights 3Chino 3Vallejo 3San Pedro 3Castro Valley 3El Cerrito 3Union City 3South San Francisco 3Cypress 3Marina Del Rey 3Buena Park 3Rosemead 3Capitola 3Eureka 3Yorba Linda 3Stevenson Ranch 3San Juan Capistrano 3Studio City 3Claremont 3Sonoma 3Granite Bay 3Rancho Santa Fe 3Hermosa Beach 3Orinda 3Los Altos 3Alamo 3Dana Point 3Larkspur 3Hollywood 2Pinole 2Perris 2Ceres 2Hesperia 2Lakewood 2Lynwood 2Huntington Park 2Richmond 2South Gate 2Sylmar 2Canoga Park 2La Habra 2Montebello 2Inglewood 2Hanford 2Vista 2Tulare 2North Highlands 2Yuba City 2Apple Valley 2Antioch 2Carson 2Woodland 2Baldwin Park 2Oroville 2Laguna Niguel 2Auburn 2Dinuba 2Clearlake 2Rancho Santa Margarita 2Pico Rivera 2West Sacramento 2Pleasant Hill 2Los Alamitos 2South Lake Tahoe 2Sun Valley 2Eastvale 2Cathedral City 2Santee 2Rowland Heights 2Coronado 2San Ysidro 2Lake Elsinore 2Newark 2Ukiah 2Alameda 2Gilroy 2Commerce 2Hacienda Heights 2Fountain Valley 2Lakeport 2Pittsburg 2Cameron Park 2Patterson 2Tarzana 2City of Industry 2Arroyo Grande 2Atascadero 2Fallbrook 2Scotts Valley 2Goleta 2Emeryville 2Venice 2San Marino 2Agoura Hills 2Benicia 2American Canyon 2La Mirada 2Jackson 2Gold River 2Lafayette 2Foothill Ranch 2Arcata 2Healdsburg 2South Pasadena 2Half Moon Bay 2Truckee 2Rolling Hills Estates 2Rancho Mirage 2Saratoga 2Del Mar 2Winnetka 1Madera 1Pomona 1El Centro 1North Hills 1Los Banos 1Hawthorne 1San Fernando 1Marysville 1Wilmington 1Reedley 1National City 1Watsonville 1Paramount 1Adelanto 1Rocklin 1Bellflower 1Kerman 1Granada Hills 1Selma 1Indio 1Hollister 1Sonora 1Monrovia 1Carmichael 1Riverbank 1Walnut 1Porterville 1Covina 1Shafter 1Norwalk 1Bell 1Santa Paula 1Stanton 1Exeter 1Sanger 1La Palma 1Ridgecrest 1Barstow 1Bonita 1Hercules 1Rancho Cordova 1Parlier 1San Marcos 1Orangevale 1Yucaipa 1Spring Valley 1Lompoc 1Lemon Grove 1Mission Hills 1Norco 1Seaside 1Grand Terrace 1Lincoln 1Millbrae 1Lemoore 1Paso Robles 1Beaumont 1Canyon Country 1Reseda 1Diamond Bar 1Santa Fe Springs 1Placerville 1Newhall 1Poway 1Fort Bragg 1Lomita 1Menifee 1Soquel 1San Bruno 1La Quinta 1Galt 1Loma Linda 1Arvin 1Placentia 1McKinleyville 1La Verne 1Crescent City 1West Hollywood 1Solana Beach 1Martinez 1Tehachapi 1San Lorenzo 1Duarte 1Delano 1Ojai 1Fortuna 1Gridley 1Temple City 1Pacifica 1San Gabriel 1Belmont 1Harbor City 1Orosi 1Moorpark 1Corcoran 1Montrose 1Newbury Park 1La Crescenta-Montrose 1Pacific Palisades 1Ladera Ranch 1Ripon 1Carmel-By-The-Sea 1La Cañada Flintridge 1Laguna Beach 1Corte Madera 1Aptos 1Bonsall 1Pismo Beach 1
Every other financial planning we list in California
554 financial planners in cities without a financial planning page of their own.
- eSign Insurance Services Pico Rivera
- Nola CRS LLC Palmdale
- Legacy Financial Group Agoura Hills
- Shield Uribe Insurance Agency Patterson
- MDRN Wealth Venice
- ProsperPlan Wealth Fiduciary Financial Advisors Gold River
- Primerica Financial Services Cathedral City
- Legacy Finance Clovis
- Team Hewins Foster City
- Peak Financial Planning Canoga Park
- Evermont Wealth Claremont
- Parkshore Wealth Management Granite Bay
- Bull Oak Rancho Santa Fe
- Prosperitas Financial Valencia
- Seawise Financial, Inc. Cardiff
- CaMu Financial & Insurance Services Inc. Santa Clarita
- Homestead Wealth Management San Dimas
- Hancock Partners Wealth Strategies Palm Springs
- Jain Mobile Notary Buena Park
- The Clark Group Asset Management Dana Point
- Heslin Wealth Management Palm Springs
- Russ Jacobs - Financial Advisor, Ameriprise Financial Services, LLC Bonsall
- Earthrise Financial - Raymond James Scotts Valley
- Parabolic Asset Management - San Diego Financial Advisor Coronado
- Abacus Wealth Partners Sebastopol
- Arise Private Wealth Rolling Hills Estates
- Retirement Partners of California 401k Advisors Erick Arndt Wealth Advisor PPC AIF Stevenson Ranch
- Sherri Banta Group Pismo Beach
- Tuition Solutions Now. Stephen Shapiro CFP Soquel
- Journey Wealth Management, LLC Manteca
- Strong Financial Network, LLC Lakeport
- Bauman Scott Financial Stevenson Ranch
- Hermosa Wealth Management Hermosa Beach
- Premium Capital California Foothill Ranch
- Pure Financial Advisors, LLC Davis
- RED Seven Wealth Management Escondido
- Your Financial Genie Aliso Viejo
- BayBridge Capital Group Livermore
- Gould Asset Management Claremont
- Harbor Hills Wealth Management Montecito
- Robin Rae Jeremiah Financial Planner San Pedro San Pedro
- WellCents Aliso Viejo
- First Command Financial Advisor - Kimberly Cortez Lemoore
- HarborLight Investments Santa Cruz
- Safeguard Investment Advisory Group Escondido
- Transitions Financial Planning Rancho Mirage
- Graystone Advisor Foster City
- John C Blecka CPA Larkspur
- Preservation Capital Group LLC Atascadero
- Wealthlynk Inc. Fallbrook
- Carter Financial Rancho Santa Fe
- Chumerica Financial Alliance San Dimas
- Lanai Wealth Partners Capitola
- Open Path Financial, LLC Goleta
- Stars & Sand Financial Vacaville
- Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC Rosemead
- Waldron Partners Alamo
- Advanced Planning Solutions, Inc. Redondo Beach
- DABK Financial Planning Services El Cerrito
- F&M Bank Walnut Grove
- First Republic Bank Del Mar
- Schneider Wealth Management Woodside
- Summitry Foster City
- TD Ameritrade Indian Wells
- UBS Financial Services Inc. Merced
- Williams Financial Advisors San Juan Capistrano
- Astute Wealth Management Cameron Park
- Parsons Wealth Management Half Moon Bay
- Lodestar Private Asset Management Alamo
- Salvini Financial Planning Avila Beach
- Insurance Latino | Seguros de Vida Chino Hills
- Heritage Financial Services Laguna Niguel
- The Financial Architects Chino Hills
- Sonoma Wealth Advisors Sonoma
- ACap Advisors & Accountants: Wealth Management, Financial Planning and Accounting Services Studio City
- HomeRun Financial and Insurance Services Jackson
- Bank of America ATM (Drive-thru) Lynwood
- Tracker Cypress
- Cake Mortgage Chatsworth
- Community First Credit Union Sebastopol
- Community First Credit Union Healdsburg
- All American Financial Services Palmdale
- Owl and Ore Wealth Planning Pleasant Hill
- Arrowroot Family Office Marina Del Rey
- LA Wealth Management Hermosa Beach
- Kerux Granite Bay
- BMO Bank N.A Branches Benicia
- American Pacific Financial Services Corporation (APFSC) Rancho Santa Margarita
- Community First Credit Union Lakeport
- Community First Credit Union Guerneville
- Impact Financial Advisors Davis
- Redwood Credit Union Point Arena
- Community First Credit Union Clearlake
- Redwood Credit Union Ukiah
- Nickerson Insurance Services, Inc. Lomita
- First Republic Bank Studio City
- Pacific Coast Wealth Management Aliso Viejo
- The Stewardship Solution Valencia
- PHILLIPS FINANCIAL - The Lodi Area Retirement Specialist Lodi
- Rate One Financial Inc Sierra Madre
- Community First Credit Union Ukiah
- Community First Credit Union Fort Bragg
- Global Credit Union Apple Valley
- Bank of America Financial Center Martinez
- Los Angeles Federal Credit Union Cerritos
- Orange County’s Credit Union - Chino Chino
- Ebert Capital Management Inc. Eureka
- F&M Bank Linden
- Zerebny Financial & Insurance Services Hemet
- Orange County’s Credit Union - Yorba Linda Yorba Linda
- Redwood Credit Union Cloverdale
- Bank of America (with Drive-thru ATM) Yorba Linda
- Coast Central Credit Union Giuntoli Arcata
- FCA Insurance Services Inc CA-License# OE86550 Los Alamitos
- Global Credit Union Hesperia
- Los Angeles Federal Credit Union Gardena
- Coast Central Credit Union Fortuna Fortuna
- Patelco Credit Union Lafayette Lafayette
- Bank of America Financial Center Piedmont
- BMO Bank N.A Branches Parlier
- Vance Wealth Santa Clarita
- Redwood Credit Union Rohnert Park
- Financial Partners Credit Union South San Francisco
- Financial Partners Credit Union Rancho Dominguez
- Solera Asset Managers Granite Bay
- Coast Central Credit Union Willow Creek
- Fisher Investments Woodside
- Aperio Group LLC Sausalito
- The James Financial Group Arroyo Grande
- Patelco Credit Union Brentwood Brentwood
- Los Angeles Federal Credit Union El Monte
- Bank of America Financial Center Pacific Palisades
- Redwood Credit Union Sebastopol
- Navy-Marine Corps Relief Society Camp Pendleton North Office Camp Pendleton North
- F&M Bank Merced
- F&M Bank Manteca
- Bank of America Financial Center Davis
- Fidelity Investments Larkspur
- Kim Sutton, SAFE Financial Services - Citrus Heights Citrus Heights
- Coast Central Credit Union McKinleyville McKinleyville
- F&M Bank Galt
- BMO Bank N.A Branches Orinda
- BMO Bank N.A Branches Sanger
- Core Financial Group Yuba City
- Global Financial Data San Juan Capistrano
- United Security Bank San Joaquin
- Wasson Investment Services Rohnert Park
- Coast Central Credit Union Crescent City Crescent City
- Redwood Credit Union Lower Lake
- Bank of America Financial Center West Hollywood
- Fidelity Investments - Relocated Rancho Bernardo
- Bank of America Financial Center Castaic
- Coast Central Credit Union Weaverville Weaverville
- BMO Bank N.A Branches Brentwood
- BMO Bank N.A Branches Escalon
- Noble Financial Services Santee
- Canyon View Capital Santa Cruz
- First Republic Bank Orinda
- Coast Central Credit Union Bayshore Mall Eureka
- Coast Central Credit Union Harrison Eureka
- Los Angeles Federal Credit Union Panorama City
- Bank of America (with Drive-thru ATM) Rancho Mirage
- BMO Bank N.A Branches San Lorenzo
- F&M Bank Rio Vista
- F&M Bank Turlock
- BMO Bank N.A Branches Capitola
- Bank of America (with Drive-thru ATM) Davis
- BMO Bank N.A Branches Spring Valley
- Coast Central Credit Union Uniontown Arcata
- BMO Bank N.A Branches Antioch
- RIA Financial Services Huntington Park
- BMO Bank N.A Branches South Pasadena
- F&M Bank Riverbank
- BMO Bank N.A Branches Calistoga
- Patelco Credit Union Livermore Livermore
- Bank of America Financial Center American Canyon
- BMO Bank N.A Branches Citrus Heights
- Bank of America (with Drive-thru ATM) Woodland
- BMO Bank N.A Branches City of Industry
- BMO Bank N.A Branches Auburn
- Bank of America (with Drive-thru ATM) Rancho Santa Fe
- BMO Bank N.A Branches Daly City
- Bank of America ATM (Drive-thru) Tarzana
- Bank of America Financial Center Auburn
- Redwood Credit Union American Canyon
- Bank of America (with Drive-thru ATM) Exeter
- BMO Bank N.A Branches Rowland Heights
- Bank of America (with Drive-thru ATM) Perris
- F&M Bank Lodi
- Fidelity Investments Mountain View
- Bank of America (Lobby Service Only) Sonoma
- BMO Bank N.A Branches Woodland
- BMO Bank N.A Branches San Marino
- Elderberry Capital Los Altos
- BMO Bank N.A Branches South San Francisco
- Bank of America Financial Center Hollywood
- Bank of America (with Drive-thru ATM) Carson
- Bank of America (with Drive-thru ATM) Oakdale
- Bank of America Financial Center La Crescenta-Montrose
- BMO Bank N.A Branches Newman
- Bank of America (with Drive-thru ATM) Stevenson Ranch
- Bank of America Financial Center Pinole
- BMO Bank N.A Branches Gilroy
- BMO Bank N.A Branches Rohnert Park
- BMO Bank N.A Branches Sonoma
- LA Elder Law Marina Del Rey
- Bank of America (with Drive-thru ATM) Gold River
- Bank of America (with Drive-thru ATM) Grand Terrace
- BMO Bank N.A Branches Mountain View
- BMO Bank N.A Branches Compton
- BMO Bank N.A Branches Pico Rivera
- Bank of America Financial Center Hollister
- BMO Bank N.A Branches Tracy
- BMO Bank N.A Branches Cerritos
- BMO Bank N.A Branches Hanford
- BMO Bank N.A Branches Chatsworth
- Bank of America Financial Center Moorpark
- Bank of America Financial Center Dana Point
- Teacher's Pension Oakdale
- BMO Bank N.A Branches Ripon
- BMO Bank N.A Branches Saratoga
- Bank of America Financial Center Livermore
- Bank of America Financial Center Altadena
- Bank of America (with Drive-thru ATM) La Verne
- Bank of America Financial Center Montrose
- BMO Bank N.A Branches Santa Fe Springs
- Kemper Life Commerce
- Bank of America (with Drive-thru ATM) Cameron Park
- BMO Bank N.A Branches Pittsburg
- Bank of America Financial Center Corona Del Mar
- BMO Bank N.A Branches Castro Valley
- BMO Bank N.A Branches Lockeford
- Bank of America (with Drive-thru ATM) Dana Point
- BMO Bank N.A Branches Hughson
- BMO Bank N.A Branches Emeryville
- Bank of America Financial Center Mountain View
- Bank of America (with Drive-thru ATM) Beaumont
- Bank of America Financial Center Vallejo
- Bank of America (with Drive-thru ATM) Tulare
- BMO Bank N.A Branches Lakewood
- Ria Financial Services Inc Buena Park
- Bank of America Financial Center Orangevale
- BMO Bank N.A Branches Manteca
- Bank of America (with Drive-thru ATM) Poway
- BMO Bank N.A Branches Clearlake
- Bank of America Financial Center San Marino
- Bank of America Financial Center Lake Arrowhead
- Bank of America (with Drive-thru ATM) Sebastopol
- BMO Bank N.A Branches Livermore
- BMO Bank N.A Branches Pinole
- Bank of America Financial Center Jackson
- Bank of America (with Drive-thru ATM) Tarzana
- Bank of America (with Drive-thru ATM) Union City
- Bank of America (with Drive-thru ATM) Moreno Valley
- Bank of America Financial Center Claremont
- Bank of America (with Drive-thru ATM) Sylmar
- Bank of America Financial Center North Hills
- BMO Bank N.A Branches Vallejo
- Bank of America Financial Center Redondo Beach
- Bank of America (with Drive-thru ATM) Dinuba
- Bank of America (with Drive-thru ATM) Ridgecrest
- Bank of America Financial Center El Monte
- Bank of America (with Drive-thru ATM) Los Alamitos
- BMO Bank N.A Branches Stanton
- BMO Bank N.A Branches Indian Wells
- Bank of America Financial Center Laguna Beach
- Bank of America (with Drive-thru ATM) Winchester
- Weatherly Asset Management Del Mar
- Bank of America (with Drive-thru ATM) Tracy
- Bank of America Financial Center Alhambra
- Bank of America Financial Center Inglewood
- Bank of America Financial Center Reseda
- Bank of America (with Drive-thru ATM) Laguna Niguel
- Bank of America (with Drive-thru ATM) Simi Valley
- Bank of America Financial Center Venice
- Bank of America Financial Center Walnut Park
- Bank of America Financial Center Vacaville
- Bank of America Financial Center Placerville
- BMO Bank N.A Branches Oroville
- Bank of America (with Drive-thru ATM) Santa Clarita
- Bank of America (with Drive-thru ATM) Santa Clarita
- U.S. Bank – Wealth Management Banker: Tanya Sheets Clovis
- Bank of America (with Drive-thru ATM) Yorba Linda
- BMO Bank N.A Branches Waterford
- BMO Bank N.A Branches Alhambra
- BMO Bank N.A Branches Truckee
- BMO Bank N.A Branches Los Altos
- Bank of America Financial Center San Ysidro
- Bank of America (Lobby Service Only) National City
- Bank of America (with Drive-thru ATM) El Centro
- Bank of America (with Drive-thru ATM) Inglewood
- Bank of America (with Drive-thru ATM) Daly City
- Bank of America Financial Center Lemon Grove
- Bank of America (with Drive-thru ATM) Diamond Bar
- Bank of America (with Drive-thru ATM) Sun Valley
- Bank of America (with Drive-thru ATM) Wilmington
- Bank of America Financial Center Alhambra
- Bank of America Financial Center La Palma
- Bank of America Financial Center Rocklin
- Bank of America (with Drive-thru ATM) Canyon Country
- BMO Bank N.A Branches Turlock
- Bank of America Financial Center Vallejo
- Bank of America (with Drive-thru ATM) Newbury Park
- Bank of America (with Drive-thru ATM) Palm Springs
- Bank of America (with Drive-thru ATM) West Sacramento
- BMO Bank N.A Branches Gardena
- BMO Bank N.A Branches La Mirada
- BMO Bank N.A Branches South Lake Tahoe
- Bank of America Financial Center Malibu
- Bank of America (with Drive-thru ATM) Rolling Hills Estates
- Bank of America (with Drive-thru ATM) Scotts Valley
- Bank of America (with Drive-thru ATM) Alamo
- BMO Bank N.A Branches Tulare
- Bank of America (with Drive-thru ATM) Ojai
- BMO Bank N.A Branches Oakley
- Bank of America (with Drive-thru ATM) Vista
- Bank of America Financial Center Solana Beach
- BMO Bank N.A Branches Tahoe City
- Bank of America Financial Center North Highlands
- Bank of America Financial Center West Los Angeles
- Bank of America (with Drive-thru ATM) Rosemead
- Bank of America (with Drive-thru ATM) Adelanto
- Bank of America (with Drive-thru ATM) Indio
- Bank of America (with Drive-thru ATM) Union City
- Bank of America Financial Center Ceres
- Bank of America Financial Center Barstow
- Bank of America (with Drive-thru ATM) Antioch
- Bank of America Financial Center Temple City
- Bank of America (with Drive-thru ATM) San Ysidro
- Bank of America (with Drive-thru ATM) Seaside
- Bank of America Financial Center Sunland
- Bank of America Financial Center Brentwood
- Bank of America Financial Center Vacaville
- BMO Bank N.A Branches Covina
- Bank of America Financial Center Lafayette
- BMO Bank N.A Branches Clovis
- BMO Bank N.A Branches El Cerrito
- Bank of America (with Drive-thru ATM) Lake Elsinore
- Bank of America Financial Center Belmont
- BMO Bank N.A Branches Milpitas
- Bank of America (with Drive-thru ATM) Truckee
- Bank of America Financial Center Greenbrae
- BMO Bank N.A Branches Santa Cruz
- Bank of America (with Drive-thru ATM) Healdsburg
- BMO Bank N.A Branches Carmichael
- Bank of America ATM North Highlands
- BMO Bank N.A Branches Forestville
- BMO Bank N.A Branches Riverdale
- Bank of America Financial Center Saratoga
- Bank of America (with Drive-thru ATM) Gardena
- Bank of America Financial Center Oroville
- Bank of America Financial Center Millbrae
- Bank of America (with Drive-thru ATM) Brentwood
- Bank of America (with Drive-thru ATM) Hesperia
- Bank of America (with Drive-thru ATM) Lodi
- Bank of America (with Drive-thru ATM) Porterville
- Bank of America (with Drive-thru ATM) Escondido
- Bank of America (with Drive-thru ATM) San Marcos
- Bank of America Financial Center Foster City
- Bank of America Financial Center Delano
- Bank of America (with Drive-thru ATM) Foothill Ranch
- Bank of America (with Drive-thru ATM) San Gabriel
- Bank of America Financial Center Marina Del Rey
- Bank of America Financial Center San Dimas
- Bank of America Financial Center South Pasadena
- Bank of America Financial Center Studio City
- Bank of America (with Drive-thru ATM) Alta Loma
- Bank of America (with Drive-thru ATM) Agoura Hills
- Bank of America (with Drive-thru ATM) Newhall
- Bank of America Financial Center Arvin
- BMO Bank N.A Branches Tehachapi
- Bank of America Financial Center Marysville
- Bank of America (with Drive-thru ATM) Fallbrook
- BMO Bank N.A Branches La Habra
- Bank of America (with Drive-thru ATM) Chatsworth
- BMO Bank N.A Branches Lodi
- BMO Bank N.A Branches Alhambra
- Bank of America Financial Center Monrovia
- BMO Bank N.A Branches Baldwin Park
- Bank of America (with Drive-thru ATM) North Hollywood
- Bank of America (with Drive-thru ATM) Hemet
- Bank of America Financial Center Redondo Beach
- Bank of America (with Drive-thru ATM) Yuba City
- Bank of America (with Drive-thru ATM) Citrus Heights
- Bank of America (with Drive-thru ATM) Pittsburg
- Bank of America (with Drive-thru ATM) El Monte
- Bank of America Financial Center Montebello
- Bank of America (with Drive-thru ATM) Placentia
- Bank of America (with Drive-thru ATM) Compton
- Bank of America (with Drive-thru ATM) Lakewood
- Bank of America (with Drive-thru ATM) Huntington Park
- Bank of America (with Drive-thru ATM) South San Francisco
- Bank of America (with Drive-thru ATM) Valencia
- Bank of America (with Drive-thru ATM) Los Banos
- Bank of America (with Drive-thru ATM) Coachella
- Bank of America Financial Center Granada Hills
- Bank of America Financial Center Duarte
- BMO Bank N.A Branches Corcoran
- Bank of America Financial Center Half Moon Bay
- Bank of America (with Drive-thru ATM) Hacienda Heights
- Bank of America (with Drive-thru ATM) Simi Valley
- BMO Bank N.A Branches Newark
- Bank of America (with Drive-thru ATM) Montebello
- Bank of America (with Drive-thru ATM) Norco
- Bank of America (with Drive-thru ATM) Reedley
- Bank of America (with Drive-thru ATM) Gilroy
- Bank of America Financial Center Benicia
- Bank of America (with Drive-thru ATM) Los Altos
- BMO Bank N.A Branches Gridley
- BMO Bank N.A Branches Commerce
- BMO Bank N.A Branches Sierra Madre
- Bank of America (with Drive-thru ATM) Rowland Heights
- Bank of America Financial Center Milpitas
- Bank of America (with Drive-thru ATM) Chino
- Bank of America Financial Center Clovis
- Bank of America Financial Center Mountain View
- Bank of America Financial Center Hollywood
- Bank of America Financial Center Bellflower
- Bank of America (with Drive-thru ATM) Sylmar
- Bank of America Financial Center Milpitas
- Bank of America Financial Center North Hollywood
- Bank of America (with Drive-thru ATM) Rialto
- Bank of America (with Drive-thru ATM) Rancho Santa Margarita
- Bank of America Financial Center Tracy
- Bank of America (with Drive-thru ATM) Cerritos
- Bank of America (with Drive-thru ATM) Goleta
- Bank of America (with Drive-thru ATM) Cypress
- Bank of America (with Drive-thru ATM) Rohnert Park
- Bank of America (with Drive-thru ATM) Salinas
- Bank of America (with Drive-thru ATM) Bonita
- Bank of America Financial Center Shafter
- BMO Bank N.A Branches Valencia
- Bank of America ATM (Drive-thru) Rialto
- Bank of America Financial Center Coronado
- Bank of America Financial Center Pacifica
- Bank of America Financial Center Corte Madera
- BMO Bank N.A Branches Patterson
- Bank of America Financial Center Simi Valley
- Bank of America Financial Center North Hollywood
- Bank of America Financial Center Rancho Cordova
- Bank of America (with Drive-thru ATM) Bell
- Bank of America (with Drive-thru ATM) Lynwood
- Bank of America (with Drive-thru ATM) Buena Park
- Bank of America (with Drive-thru ATM) Rialto
- Bank of America (with Drive-thru ATM) Hemet
- Bank of America (with Drive-thru ATM) Moreno Valley
- Bank of America Financial Center Gardena
- Bank of America Financial Center Pleasant Hill
- Bank of America (with Drive-thru ATM) Palmdale
- Bank of America Financial Center Fountain Valley
- Bank of America Financial Center West Sacramento
- Bank of America Financial Center Paramount
- Bank of America Financial Center El Cerrito
- Bank of America (with Drive-thru ATM) Santee
- Bank of America Financial Center Compton
- Bank of America (with Drive-thru ATM) Hanford
- Bank of America (with Drive-thru ATM) Walnut
- Bank of America (with Drive-thru ATM) San Fernando
- Bank of America Financial Center Aliso Viejo
- Bank of America Financial Center Cathedral City
- Bank of America (with Drive-thru ATM) Eastvale
- Bank of America (with Drive-thru ATM) Selma
- Bank of America (with Drive-thru ATM) Paso Robles
- Bank of America Financial Center San Juan Capistrano
- Bank of America (with Drive-thru ATM) Yucaipa
- Bank of America Financial Center Sonora
- Bank of America Financial Center Carson
- Bank of America (with Drive-thru ATM) Santa Paula
- Bank of America Financial Center San Pedro
- BMO Bank N.A Branches Union City
- Bank of America Financial Center Hermosa Beach
- Bank of America Financial Center Aptos
- Bank of America (with Drive-thru ATM) Carmel-By-The-Sea
- BMO Bank N.A Branches Kings Beach
- Bank of America (with Drive-thru ATM) Manteca
- Bank of America Financial Center Hawthorne
- Bank of America Financial Center Canoga Park
- Bank of America (with Drive-thru ATM) Palmdale
- Bank of America Financial Center Moreno Valley
- Bank of America Financial Center Panorama City
- Bank of America Financial Center Baldwin Park
- Bank of America (with Drive-thru ATM) City of Industry
- Bank of America Financial Center Emeryville
- Bank of America (with Drive-thru ATM) Vista
- Bank of America (with Drive-thru ATM) Cerritos
- Bank of America (with Drive-thru ATM) Alameda
- Bank of America (with Drive-thru ATM) Richmond
- Bank of America Financial Center Castro Valley
- Bank of America (with Drive-thru ATM) Apple Valley
- Bank of America (with Drive-thru ATM) San Bruno
- Bank of America (with Drive-thru ATM) Chatsworth
- BMO Bank N.A Branches Ceres
- Bank of America Financial Center Salinas
- Bank of America (with Drive-thru ATM) Laguna Woods
- Bank of America (with Drive-thru ATM) Santa Cruz
- Bank of America Financial Center Albany
- Bank of America Financial Center San Pedro
- Bank of America Financial Center Ladera Ranch
- Bank of America (with Drive-thru ATM) La Cañada Flintridge
- BMO Bank N.A Branches Vacaville
- BMO Bank N.A Branches Oakdale
- BMO Bank N.A Branches Dinuba
- BMO Bank N.A Branches Orosi
- Bank of America (with Drive-thru ATM) Eastvale
- Bank of America Financial Center Pomona
- Bank of America Financial Center Norwalk
- Bank of America (with Drive-thru ATM) Turlock
- Bank of America (with Drive-thru ATM) Perris
- Bank of America (with Drive-thru ATM) Hacienda Heights
- Bank of America Financial Center Arroyo Grande
- Bank of America (with Drive-thru ATM) Lake Elsinore
- Bank of America (with Drive-thru ATM) Chino Hills
- BMO Bank N.A Branches San Dimas
- BMO Bank N.A Branches South Gate
- Bank of America Financial Center Redondo Beach
- Bank of America (with Drive-thru ATM) Villa Park
- Bank of America (with Drive-thru ATM) South Gate
- Bank of America Financial Center Richmond
- Bank of America (with Drive-thru ATM) Madera
- Bank of America (with Drive-thru ATM) La Habra
- Bank of America (with Drive-thru ATM) South Lake Tahoe
- Bank of America Financial Center Sun Valley
- Bank of America Financial Center La Mirada
- Bank of America (with Drive-thru ATM) Salinas
- Bank of America Financial Center Kerman
- BMO Bank N.A Branches Chino
- Bank of America Financial Center Hercules
- Bank of America Financial Center Harbor City
- Bank of America Financial Center Daly City
- Bank of America Financial Center Atascadero
- BMO Bank N.A Branches Larkspur
- Bcn Financial Inc Alameda
- Bank of America Financial Center Merced
- Bank of America Financial Center Newark
- Bank of America (with Drive-thru ATM) Fountain Valley
- Bank of America (with Drive-thru ATM) Escondido
- Bank of America (with Drive-thru ATM) Menifee
- Bank of America (with Drive-thru ATM) Loma Linda
- Bank of America Financial Center Winnetka
- Bank of America (with Drive-thru ATM) Palm Springs
- Bank of America Financial Center Capitola
- Bank of America Financial Center Port Hueneme
- Bank of America (with Drive-thru ATM) La Quinta
- Bank of America (with Drive-thru ATM) Watsonville
- Bank of America Financial Center Lincoln
- BMO Bank N.A Branches Rosemead
- Bank of America Financial Center Chino Hills
- Bank of America ATM Panorama City
- Bank of America ATM Castro Valley
- Bank of America Financial Center Mission Hills
- Bank of America Financial Center Daly City
- American Honda Finance Corporation Cypress
- MacKenzie Capital Management, LP Orinda
- Bank of America Financial Center Lompoc
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.