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.
Showing 9 of 9 · sorted by Google rating
1.
Mirador Capital Partners
★★★★★★★★★★5.0(20 Google reviews)✓ Verified on Google
Financial Planning · 6700 Koll Center Pkwy #230, Pleasanton, CA 94566
2.
Sierra Pacific Private Wealth, LLC
★★★★★★★★★★4.8(6 Google reviews)✓ Verified on Google
Financial Planning · 7077 Koll Center Pkwy #120, Pleasanton, CA 94566
Services: advisory
3.
Beyond Academy
★★★★★★★★★★4.7(49 Google reviews)✓ Verified on Google
Financial Planning · 4695 Chabot Dr STE 200, Pleasanton, CA 94588
4.
BMO Bank N.A Branches
★★★★★★★★★★4.2(14 Google reviews)✓ Verified on Google
Financial Planning · 5452 Sunol Blvd, Pleasanton, CA 94566
Services: advisory
5.
Nuvision Credit Union
★★★★★★★★★★4.0(23 Google reviews)✓ Verified on Google
Financial Planning · 6001 Gibraltar Dr, Pleasanton, CA 94588
6.
Bank of America Financial Center
★★★★★★★★★★3.3(67 Google reviews)✓ Verified on Google
Financial Planning · 6005 Stoneridge Dr, Pleasanton, CA 94588
Services: advisory
7.
Patelco Credit Union Dublin
★★★★★★★★★★3.3(50 Google reviews)✓ Verified on Google
Financial Planning · 3 Park Pl, Pleasanton, CA 94588
8.
Patelco Credit Union
★★★★★★★★★★3.1(26 Google reviews)✓ Verified on Google
Financial Planning · 4515 Rosewood Dr Ste 800, Pleasanton, CA 94588
9.
Bank of America Financial Center
★★★★★★★★★★3.1(21 Google reviews)✓ Verified on Google
Financial Planning · 337 Main St, Pleasanton, CA 94566
Services: advisory
Top financial planners in Pleasanton
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Mirador Capital Partners | Financial Planning | 5.0 / 5 | 20 |
| 2 | Sierra Pacific Private Wealth, LLC | Financial Planning | 4.8 / 5 | 6 |
| 3 | Beyond Academy | Financial Planning | 4.7 / 5 | 49 |
| 4 | BMO Bank N.A Branches | Financial Planning | 4.2 / 5 | 14 |
| 5 | Nuvision Credit Union | Financial Planning | 4.0 / 5 | 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.