Financial Planners in Napa, CA — 6 Firms (2026)
6 financial planners in Napa, California meet our listing bar — a website plus a public review record. They average 3.98★ across 6 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Vintage Wealth Advisors at 5.0★ across 5 Google reviews.
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VW
Vintage Wealth Advisors✓ Verified
Financial PlanningNapa, CA
Financial Planning in Napa, California offering financial planning. Rated 5.0★ across 5 Google reviews.
CF
Community First Credit Union✓ Verified
Financial PlanningNapa, CA
Financial Planning in Napa, California offering financial planning. Rated 4.9★ across 112 Google reviews.
RC
Redwood Credit Union✓ Verified
Financial PlanningNapa, CA
Financial Planning in Napa, California offering financial planning. Rated 4.7★ across 48 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningNapa, CA
Financial Planning in Napa, California offering financial planning, and advisory. Rated 3.4★ across 43 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningNapa, CA
Financial Planning in Napa, California offering financial planning, and advisory. Rated 3.1★ across 20 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningNapa, CA
Financial Planning in Napa, California offering advisory. Rated 2.8★ across 22 Google reviews.
Top financial planners in Napa
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Vintage Wealth Advisors✓ | Financial Planning | ★ 5.0 | 5 |
| 2 | Community First Credit Union✓ | Financial Planning | ★ 4.9 | 112 |
| 3 | Redwood Credit Union✓ | Financial Planning | ★ 4.7 | 48 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 3.4 | 43 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 3.1 | 20 |
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.