Financial Planners in Redwood City, CA — 6 Firms (2026)
6 financial planners in Redwood City, California meet our listing bar — a website plus a public review record. They average 3.68★ across 6 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is McCarthy Asset Management at 5.0★ across 1 Google review.
Showing 6 of 6 · sorted by Google rating
1.
McCarthy Asset Management
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 3 Lagoon Dr, Redwood City, CA 94065
2.
Empowered Personal Finance
★★★★★★★★★★4.8(18 Google reviews)✓ Verified on Google
Financial Planning · 3011 Broadway, Redwood City, CA 94061
3.
BMO Bank N.A Branches
★★★★★★★★★★3.8(13 Google reviews)✓ Verified on Google
Financial Planning · 900 Veterans Blvd, Redwood City, CA 94063
Services: advisory
4.
Bank of America Financial Center
★★★★★★★★★★3.6(41 Google reviews)✓ Verified on Google
Financial Planning · 1875 Virginia Ave, Redwood City, CA 94061
Services: advisory
5.
Bank of America Financial Center
★★★★★★★★★★3.1(18 Google reviews)✓ Verified on Google
Financial Planning · 250 Redwood Shores Pkwy A, Redwood City, CA 94065
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★1.8(117 Google reviews)✓ Verified on Google
Financial Planning · 700 Jefferson Ave, Redwood City, CA 94063
Services: advisory
Top financial planners in Redwood City
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | McCarthy Asset Management | Financial Planning | 5.0 / 5 | 1 |
| 2 | Empowered Personal Finance | Financial Planning | 4.8 / 5 | 18 |
| 3 | BMO Bank N.A Branches | Financial Planning | 3.8 / 5 | 13 |
| 4 | Bank of America Financial Center | Financial Planning | 3.6 / 5 | 41 |
| 5 | Bank of America Financial Center | Financial Planning | 3.1 / 5 | 18 |
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.