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.
Showing 6 of 6 · sorted by Google rating
1.
Castelli Financial
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 236 N Santa Cruz Ave #240, Los Gatos, CA 95030
2.
MainStreet Financial Planning, Inc
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 236 N Santa Cruz Ave # 237, Los Gatos, CA 95030
Services: advisory
3.
Fidelity Investments
★★★★★★★★★★3.8(12 Google reviews)✓ Verified on Google
Financial Planning · 434 N Santa Cruz Ave, Los Gatos, CA 95030
4.
Bank of America (Lobby Service Only)
★★★★★★★★★★2.6(29 Google reviews)✓ Verified on Google
Financial Planning · 333 N Santa Cruz Ave, Los Gatos, CA 95030
Services: advisory
5.
Bank of America ATM
★★★★★★★★★★2.6(5 Google reviews)✓ Verified on Google
Financial Planning · 780 Blossom Hill Rd, Los Gatos, CA 95032
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.3(13 Google reviews)✓ Verified on Google
Financial Planning · 780 Blossom Hill Rd, Los Gatos, CA 95032
Services: advisory
Top financial planners in Los Gatos
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Castelli Financial | Financial Planning | 5.0 / 5 | 10 |
| 2 | MainStreet Financial Planning, Inc | Financial Planning | 5.0 / 5 | 9 |
| 3 | Fidelity Investments | Financial Planning | 3.8 / 5 | 12 |
| 4 | Bank of America (Lobby Service Only) | Financial Planning | 2.6 / 5 | 29 |
| 5 | Bank of America ATM | Financial Planning | 2.6 / 5 | 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.