Financial Planners in San Bernardino, CA — 5 Firms (2026)
5 financial planners in San Bernardino, California meet our listing bar — a website plus a public review record. They average 3.10★ across 5 rated firms, and 1 are rated 4.5★ or higher. The highest-rated is La Bolsa De Valores USA at 5.0★ across 27 Google reviews.
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LB
La Bolsa De Valores USA✓ Verified
Financial PlanningSan Bernardino, CA
Financial Planning in San Bernardino, California offering advisory. Rated 5.0★ across 27 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Bernardino, CA
Financial Planning in San Bernardino, California offering financial planning, and advisory. Rated 2.8★ across 114 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Bernardino, CA
Financial Planning in San Bernardino, California offering financial planning, and advisory. Rated 2.8★ across 36 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Bernardino, CA
Financial Planning in San Bernardino, California offering financial planning, and advisory. Rated 2.7★ across 44 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Bernardino, CA
Financial Planning in San Bernardino, California offering financial planning, and advisory. Rated 2.2★ across 177 Google reviews.
Top financial planners in San Bernardino
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | La Bolsa De Valores USA✓ | Financial Planning | ★ 5.0 | 27 |
| 2 | Bank of America Financial Center✓ | Financial Planning | ★ 2.8 | 114 |
| 3 | Bank of America (with Drive-thru ATM)✓ | Financial Planning | ★ 2.8 | 36 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.7 | 44 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 2.2 | 177 |
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.