Financial Planners in Redding, CA — 9 Firms (2026)
9 financial planners in Redding, California meet our listing bar — a website plus a public review record. They average 4.44★ across 9 rated firms, and 7 are rated 4.5★ or higher. The highest-rated is Zach Bay - State Farm Insurance Agent at 5.0★ across 343 Google reviews.
✦Add your firm →
For accounting professionals
Own an accounting firm? Add it to this directory.
Get found by clients searching for accountants in your city. Listing is free.
ZB
Zach Bay - State Farm Insurance Agent✓ Verified
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning. Rated 5.0★ across 343 Google reviews.
LF
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning, and advisory. Rated 5.0★ across 61 Google reviews.
SW
Summit Wealth Strategies✓ Verified
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning. Rated 5.0★ across 37 Google reviews.
JR
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning. Rated 5.0★ across 28 Google reviews.
CW
Convergence Wealth Partners, LLC✓ Verified
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning, and advisory. Rated 5.0★ across 22 Google reviews.
BL
Bright Lake Wealth Management - Redding✓ Verified
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning. Rated 5.0★ across 14 Google reviews.
BA
Byzick and CompanyIRS PTIN
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning, and advisory.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning, and advisory. Rated 2.6★ across 54 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningRedding, CA
Financial Planning in Redding, California offering financial planning, and advisory. Rated 2.4★ across 69 Google reviews.
Top financial planners in Redding
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Zach Bay - State Farm Insurance Agent✓ | Financial Planning | ★ 5.0 | 343 |
| 2 | LPL Financial - Financial Advisor: Kevin Riley, CPFA✓ | Financial Planning | ★ 5.0 | 61 |
| 3 | Summit Wealth Strategies✓ | Financial Planning | ★ 5.0 | 37 |
| 4 | Jason Richart-LPL Financial | Financial Planning | ★ 5.0 | 28 |
| 5 | Convergence Wealth Partners, LLC✓ | Financial Planning | ★ 5.0 | 22 |
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.