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.
Showing 9 of 9 · sorted by Google rating
1.
Zach Bay - State Farm Insurance Agent
★★★★★★★★★★5.0(343 Google reviews)✓ Verified on Google
Financial Planning · 1422 Oregon St, Redding, CA 96001
2.
LPL Financial - Financial Advisor: Kevin Riley, CPFA
★★★★★★★★★★5.0(61 Google reviews)✓ Verified on Google
Financial Planning · 280 Hemsted Dr Ste 103, Redding, CA 96002
Services: advisory
3.
Summit Wealth Strategies
★★★★★★★★★★5.0(37 Google reviews)✓ Verified on Google
Financial Planning · 1910 Market St Ste a, Redding, CA 96001
4.
Jason Richart-LPL Financial
★★★★★★★★★★5.0(28 Google reviews)
Financial Planning · 1388 Court St #2, Redding, CA 96001
5.
Convergence Wealth Partners, LLC
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · 5800 Airport Rd, Redding, CA 96002
Services: advisory
6.
Bright Lake Wealth Management - Redding
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 1445 Victor Ave Ste D, Redding, CA 96003
7.
Byzick and Company
★★★★★★★★★★5.0(1 Google review)IRS PTIN
Financial Planning · 2620 Larkspur Ln STE R, Redding, CA 96002
Services: advisory
8.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.6(54 Google reviews)✓ Verified on Google
Financial Planning · 1661 East St, Redding, CA 96001
Services: advisory
9.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.4(69 Google reviews)✓ Verified on Google
Financial Planning · 1300 Hilltop Dr, Redding, CA 96003
Services: advisory
Top financial planners in Redding
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Zach Bay - State Farm Insurance Agent | Financial Planning | 5.0 / 5 | 343 |
| 2 | LPL Financial - Financial Advisor: Kevin Riley, CPFA | Financial Planning | 5.0 / 5 | 61 |
| 3 | Summit Wealth Strategies | Financial Planning | 5.0 / 5 | 37 |
| 4 | Jason Richart-LPL Financial | Financial Planning | 5.0 / 5 | 28 |
| 5 | Convergence Wealth Partners, LLC | Financial Planning | 5.0 / 5 | 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.