Financial Planners in Los Gatos, CA — 6 Firms (2026)
6 financial planners in Los Gatos, California meet our listing bar — a website plus a public review record. They average 3.55★ across 6 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Castelli Financial at 5.0★ across 10 Google reviews.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
CF
Castelli Financial✓ Verified
Financial PlanningLos Gatos, CA
Financial Planning in Los Gatos, California offering financial planning. Rated 5.0★ across 10 Google reviews.
MF
MainStreet Financial Planning, Inc✓ Verified
Financial PlanningLos Gatos, CA
Financial Planning in Los Gatos, California offering financial planning, and advisory. Rated 5.0★ across 9 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningLos Gatos, CA
Financial Planning in Los Gatos, California offering financial planning. Rated 3.8★ across 12 Google reviews.
BO
Bank of America (Lobby Service Only)✓ Verified
Financial PlanningLos Gatos, CA
Financial Planning in Los Gatos, California offering financial planning, and advisory. Rated 2.6★ across 29 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningLos Gatos, CA
Financial Planning in Los Gatos, California offering financial planning, and advisory. Rated 2.6★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningLos Gatos, CA
Financial Planning in Los Gatos, California offering financial planning, and advisory. Rated 2.3★ across 13 Google reviews.
Top financial planners in Los Gatos
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Castelli Financial✓ | Financial Planning | ★ 5.0 | 10 |
| 2 | MainStreet Financial Planning, Inc✓ | Financial Planning | ★ 5.0 | 9 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 3.8 | 12 |
| 4 | Bank of America (Lobby Service Only)✓ | Financial Planning | ★ 2.6 | 29 |
| 5 | Bank of America ATM✓ | Financial Planning | ★ 2.6 | 5 |
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.