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.
Showing 5 of 5 · sorted by Google rating
1.
First Command Financial Advisor - David Slater, RICP®|CFP®
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 200 Camino Aguajito Ste 201, Monterey, CA 93940
2.
First Command Financial Advisor - Chalitda Hughes
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 200 Camino Aguajito Suite 201, Monterey, CA 93940
3.
Fidelity Investments
★★★★★★★★★★3.8(11 Google reviews)✓ Verified on Google
Financial Planning · 553 Munras Ave, Monterey, CA 93940
4.
BMO Bank N.A Branches
★★★★★★★★★★3.7(14 Google reviews)✓ Verified on Google
Financial Planning · 1050 Del Monte Center, Monterey, CA 93940
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★2.6(38 Google reviews)✓ Verified on Google
Financial Planning · 200 E Franklin St, Monterey, CA 93940
Services: advisory
Top financial planners in Monterey
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | First Command Financial Advisor - David Slater, RICP®|CFP® | Financial Planning | 5.0 / 5 | 23 |
| 2 | First Command Financial Advisor - Chalitda Hughes | Financial Planning | 5.0 / 5 | 9 |
| 3 | Fidelity Investments | Financial Planning | 3.8 / 5 | 11 |
| 4 | BMO Bank N.A Branches | Financial Planning | 3.7 / 5 | 14 |
| 5 | Bank of America Financial Center | Financial Planning | 2.6 / 5 | 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.