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.
Showing 9 of 9 · sorted by Google rating
1.
Jorge Merlos
★★★★★★★★★★5.0(32 Google reviews)✓ Verified on Google
Financial Planning · 8311 Haven Ave #150, Rancho Cucamonga, CA 91730
2.
Journey Financial Group
★★★★★★★★★★5.0(11 Google reviews)
Financial Planning · 9431 Haven Ave #232, Rancho Cucamonga, CA 91730
3.
Empire Private Wealth
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 9220 Haven Ave Ste 260, Rancho Cucamonga, CA 91730
Services: advisory
4.
Sears Wealth Management & Insurance Solutions
★★★★★★★★★★4.9(15 Google reviews)✓ Verified on Google
Financial Planning · 12487 N Mainstreet #240, Rancho Cucamonga, CA 91739
5.
Fidelity Investments
★★★★★★★★★★3.8(36 Google reviews)✓ Verified on Google
Financial Planning · 7310 Day Creek Blvd, Rancho Cucamonga, CA 91739
6.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(65 Google reviews)✓ Verified on Google
Financial Planning · 7387 Day Creek Blvd, Rancho Cucamonga, CA 91739
Services: advisory
7.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(114 Google reviews)✓ Verified on Google
Financial Planning · 11570 Fourth St, Rancho Cucamonga, CA 91730
Services: advisory
8.
BMO Bank N.A Branches
★★★★★★★★★★2.4(85 Google reviews)✓ Verified on Google
Financial Planning · 8311 Haven Ave, Rancho Cucamonga, CA 91730
Services: advisory
9.
Bank of America Financial Center
★★★★★★★★★★2.1(117 Google reviews)✓ Verified on Google
Financial Planning · 9719 Foothill Blvd S, Rancho Cucamonga, CA 91730
Services: advisory
Top financial planners in Rancho Cucamonga
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Jorge Merlos | Financial Planning | 5.0 / 5 | 32 |
| 2 | Journey Financial Group | Financial Planning | 5.0 / 5 | 11 |
| 3 | Empire Private Wealth | Financial Planning | 5.0 / 5 | 6 |
| 4 | Sears Wealth Management & Insurance Solutions | Financial Planning | 4.9 / 5 | 15 |
| 5 | Fidelity Investments | Financial Planning | 3.8 / 5 | 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.