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.
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MA
Financial PlanningRedwood City, CA
Financial Planning in Redwood City, California offering financial planning.
EP
Empowered Personal Finance✓ Verified
Financial PlanningRedwood City, CA
Financial Planning in Redwood City, California offering financial planning. Rated 4.8★ across 18 Google reviews.
★4.8 (18)
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningRedwood City, CA
Financial Planning in Redwood City, California offering advisory. Rated 3.8★ across 13 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRedwood City, CA
Financial Planning in Redwood City, California offering financial planning, and advisory. Rated 3.6★ across 41 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRedwood City, CA
Financial Planning in Redwood City, California offering financial planning, and advisory. Rated 3.1★ across 18 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningRedwood City, CA
Financial Planning in Redwood City, California offering financial planning, and advisory. Rated 1.8★ across 117 Google reviews.
Top financial planners in Redwood City
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | McCarthy Asset Management✓ | Financial Planning | ★ 5.0 | 1 |
| 2 | Empowered Personal Finance✓ | Financial Planning | ★ 4.8 | 18 |
| 3 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.8 | 13 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 3.6 | 41 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 3.1 | 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.