Financial Planners in Palm Desert, CA — 7 Firms (2026)
7 financial planners in Palm Desert, California meet our listing bar — a website plus a public review record. They average 3.94★ across 7 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Cypress Wealth Services at 5.0★ across 11 Google reviews.
Showing 7 of 7 · sorted by Google rating
1.
Cypress Wealth Services
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 74150 Country Club Dr, Palm Desert, CA 92260
Services: advisory
2.
CA Investments and Financial Planning of Raymond James
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 73130 El Paseo Ste O, Palm Desert, CA 92260
Services: advisory
3.
Regency Insurance and Financial Group
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 73261 CA-111 #206, Palm Desert, CA 92260
4.
Desert Financial Planning
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 74399 CA-111 Ste D, Palm Desert, CA 92260
5.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(48 Google reviews)✓ Verified on Google
Financial Planning · 73820 El Paseo, Palm Desert, CA 92260
Services: advisory
6.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(22 Google reviews)✓ Verified on Google
Financial Planning · 39355 Washington St, Palm Desert, CA 92211
Services: advisory
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(40 Google reviews)✓ Verified on Google
Financial Planning · 34420 Monterey Ave, Palm Desert, CA 92211
Services: advisory
Top financial planners in Palm Desert
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Cypress Wealth Services | Financial Planning | 5.0 / 5 | 11 |
| 2 | CA Investments and Financial Planning of Raymond James | Financial Planning | 5.0 / 5 | 8 |
| 3 | Regency Insurance and Financial Group | Financial Planning | 5.0 / 5 | 6 |
| 4 | Desert Financial Planning | Financial Planning | 5.0 / 5 | 5 |
| 5 | Bank of America (with Drive-thru ATM) | Financial Planning | 2.7 / 5 | 48 |
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.