Financial Planners in Monterey, CA — 5 Firms (2026)
5 financial planners in Monterey, California meet our listing bar — a website plus a public review record. They average 4.02★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is First Command Financial Advisor - David Slater, RICP®|CFP® at 5.0★ across 23 Google reviews.
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FC
Financial PlanningMonterey, CA
Financial Planning in Monterey, California offering financial planning. Rated 5.0★ across 23 Google reviews.
FC
Financial PlanningMonterey, CA
Financial Planning in Monterey, California offering financial planning. Rated 5.0★ across 9 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningMonterey, CA
Financial Planning in Monterey, California offering financial planning. Rated 3.8★ across 11 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningMonterey, CA
Financial Planning in Monterey, California offering advisory. Rated 3.7★ across 14 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningMonterey, CA
Financial Planning in Monterey, California offering financial planning, and advisory. Rated 2.6★ across 38 Google reviews.
Top financial planners in Monterey
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | First Command Financial Advisor - David Slater, RICP®|CFP®✓ | Financial Planning | ★ 5.0 | 23 |
| 2 | First Command Financial Advisor - Chalitda Hughes✓ | Financial Planning | ★ 5.0 | 9 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 3.8 | 11 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.7 | 14 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.6 | 38 |
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.