Financial Planners in Novato, CA — 5 Firms (2026)
5 financial planners in Novato, California meet our listing bar — a website plus a public review record. They average 4.08★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Valley Oak Wealth Management at 5.0★ across 19 Google reviews.
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VO
Valley Oak Wealth Management✓ Verified
Financial PlanningNovato, CA
Financial Planning in Novato, California offering financial planning. Rated 5.0★ across 19 Google reviews.
CF
Community First Credit Union✓ Verified
Financial PlanningNovato, CA
Financial Planning in Novato, California offering financial planning. Rated 4.9★ across 76 Google reviews.
RC
Redwood Credit Union✓ Verified
Financial PlanningNovato, CA
Financial Planning in Novato, California offering financial planning. Rated 4.2★ across 45 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningNovato, CA
Financial Planning in Novato, California offering advisory. Rated 3.4★ across 5 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningNovato, CA
Financial Planning in Novato, California offering financial planning, and advisory. Rated 2.9★ across 28 Google reviews.
Top financial planners in Novato
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Valley Oak Wealth Management✓ | Financial Planning | ★ 5.0 | 19 |
| 2 | Community First Credit Union✓ | Financial Planning | ★ 4.9 | 76 |
| 3 | Redwood Credit Union✓ | Financial Planning | ★ 4.2 | 45 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.4 | 5 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.9 | 28 |
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.