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.
Showing 5 of 5 · sorted by Google rating
1.
Valley Oak Wealth Management
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Financial Planning · 2 Ranch Dr, Novato, CA 94945
2.
Community First Credit Union
★★★★★★★★★★4.9(76 Google reviews)✓ Verified on Google
Financial Planning · 1539 S Novato Blvd, Novato, CA 94947
3.
Redwood Credit Union
★★★★★★★★★★4.2(45 Google reviews)✓ Verified on Google
Financial Planning · 1010 Grant Ave, Novato, CA 94945
4.
BMO Bank N.A Branches
★★★★★★★★★★3.4(5 Google reviews)✓ Verified on Google
Financial Planning · 1313 Grant Ave, Novato, CA 94945
Services: advisory
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(28 Google reviews)✓ Verified on Google
Financial Planning · 1600 Grant Ave, Novato, CA 94945
Services: advisory
Top financial planners in Novato
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Valley Oak Wealth Management | Financial Planning | 5.0 / 5 | 19 |
| 2 | Community First Credit Union | Financial Planning | 4.9 / 5 | 76 |
| 3 | Redwood Credit Union | Financial Planning | 4.2 / 5 | 45 |
| 4 | BMO Bank N.A Branches | Financial Planning | 3.4 / 5 | 5 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.9 / 5 | 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.