Financial Planners in Monterey Park, CA — 5 Firms (2026)
5 financial planners in Monterey Park, California meet our listing bar — a website plus a public review record. They average 3.04★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Transamerica Financial Advisors at 5.0★ across 34 Google reviews.
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TF
Transamerica Financial Advisors✓ Verified
Financial PlanningMonterey Park, CA
Financial Planning in Monterey Park, California offering financial planning. Rated 5.0★ across 34 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningMonterey Park, CA
Financial Planning in Monterey Park, California offering advisory. Rated 2.9★ across 9 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningMonterey Park, CA
Financial Planning in Monterey Park, California offering financial planning, and advisory. Rated 2.6★ across 50 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningMonterey Park, CA
Financial Planning in Monterey Park, California offering financial planning, and advisory. Rated 2.5★ across 63 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningMonterey Park, CA
Financial Planning in Monterey Park, California offering financial planning, and advisory. Rated 2.2★ across 126 Google reviews.
Top financial planners in Monterey Park
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Transamerica Financial Advisors✓ | Financial Planning | ★ 5.0 | 34 |
| 2 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.9 | 9 |
| 3 | Bank of America Financial Center✓ | Financial Planning | ★ 2.6 | 50 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.5 | 63 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 126 |
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.