Financial Planners in Rancho Cucamonga, CA — 9 Firms (2026)
9 financial planners in Rancho Cucamonga, California meet our listing bar — a website plus a public review record. They average 3.71★ across 9 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Jorge Merlos at 5.0★ across 32 Google reviews.
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JM
Jorge Merlos✓ Verified
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning. Rated 5.0★ across 32 Google reviews.
★5.0 (32)
JF
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning. Rated 5.0★ across 11 Google reviews.
EP
Empire Private Wealth✓ Verified
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
SW
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning. Rated 4.9★ across 15 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning. Rated 3.8★ across 36 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning, and advisory. Rated 2.7★ across 65 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning, and advisory. Rated 2.5★ across 114 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering advisory. Rated 2.4★ across 85 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRancho Cucamonga, CA
Financial Planning in Rancho Cucamonga, California offering financial planning, and advisory. Rated 2.1★ across 117 Google reviews.
Top financial planners in Rancho Cucamonga
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Jorge Merlos✓ | Financial Planning | ★ 5.0 | 32 |
| 2 | Journey Financial Group | Financial Planning | ★ 5.0 | 11 |
| 3 | Empire Private Wealth✓ | Financial Planning | ★ 5.0 | 6 |
| 4 | Sears Wealth Management & Insurance Solutions✓ | Financial Planning | ★ 4.9 | 15 |
| 5 | Fidelity Investments✓ | Financial Planning | ★ 3.8 | 36 |
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.