Financial Planners in Pleasanton, CA — 9 Firms (2026)
9 financial planners in Pleasanton, California meet our listing bar — a website plus a public review record. They average 3.94★ across 9 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Mirador Capital Partners at 5.0★ across 20 Google reviews.
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MC
Mirador Capital Partners✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 5.0★ across 20 Google reviews.
SP
Sierra Pacific Private Wealth, LLC✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning, and advisory. Rated 4.8★ across 6 Google reviews.
BA
Beyond Academy✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 4.7★ across 49 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering advisory. Rated 4.2★ across 14 Google reviews.
NC
Nuvision Credit Union✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 4.0★ across 23 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning, and advisory. Rated 3.3★ across 67 Google reviews.
PC
Patelco Credit Union Dublin✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 3.3★ across 50 Google reviews.
PC
Patelco Credit Union✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning. Rated 3.1★ across 26 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPleasanton, CA
Financial Planning in Pleasanton, California offering financial planning, and advisory. Rated 3.1★ across 21 Google reviews.
Top financial planners in Pleasanton
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Mirador Capital Partners✓ | Financial Planning | ★ 5.0 | 20 |
| 2 | Sierra Pacific Private Wealth, LLC✓ | Financial Planning | ★ 4.8 | 6 |
| 3 | Beyond Academy✓ | Financial Planning | ★ 4.7 | 49 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 4.2 | 14 |
| 5 | Nuvision Credit Union✓ | Financial Planning | ★ 4.0 | 23 |
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.