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.
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CW
Cypress Wealth Services✓ Verified
Financial PlanningPalm Desert, CA
Financial Planning in Palm Desert, California offering financial planning, and advisory. Rated 5.0★ across 11 Google reviews.
CI
Financial PlanningPalm Desert, CA
Financial Planning in Palm Desert, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
RI
Regency Insurance and Financial Group✓ Verified
Financial PlanningPalm Desert, CA
Financial Planning in Palm Desert, California offering financial planning. Rated 5.0★ across 6 Google reviews.
DF
Desert Financial Planning✓ Verified
Financial PlanningPalm Desert, CA
Financial Planning in Palm Desert, California offering financial planning. Rated 5.0★ across 5 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningPalm Desert, CA
Financial Planning in Palm Desert, California offering financial planning, and advisory. Rated 2.7★ across 48 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningPalm Desert, CA
Financial Planning in Palm Desert, California offering financial planning, and advisory. Rated 2.5★ across 22 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningPalm Desert, CA
Financial Planning in Palm Desert, California offering financial planning, and advisory. Rated 2.4★ across 40 Google reviews.
Top financial planners in Palm Desert
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Cypress Wealth Services✓ | Financial Planning | ★ 5.0 | 11 |
| 2 | CA Investments and Financial Planning of Raymond James✓ | Financial Planning | ★ 5.0 | 8 |
| 3 | Regency Insurance and Financial Group✓ | Financial Planning | ★ 5.0 | 6 |
| 4 | Desert Financial Planning✓ | Financial Planning | ★ 5.0 | 5 |
| 5 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.7 | 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.