Financial Planners in Petaluma, CA — 5 Firms (2026)
5 financial planners in Petaluma, California meet our listing bar — a website plus a public review record. They average 3.50★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is Lucey Wealth Advisors LLC at 5.0★ across 8 Google reviews.
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LW
Lucey Wealth Advisors LLC✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
RC
Redwood Credit Union✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning. Rated 4.4★ across 52 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning, and advisory. Rated 3.1★ across 8 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering advisory. Rated 2.6★ across 13 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPetaluma, CA
Financial Planning in Petaluma, California offering financial planning, and advisory. Rated 2.4★ across 37 Google reviews.
Top financial planners in Petaluma
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Lucey Wealth Advisors LLC✓ | Financial Planning | ★ 5.0 | 8 |
| 2 | Redwood Credit Union✓ | Financial Planning | ★ 4.4 | 52 |
| 3 | Bank of America Financial Center✓ | Financial Planning | ★ 3.1 | 8 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.6 | 13 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.4 | 37 |
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.