Financial Planners in San Carlos, CA — 5 Firms (2026)
5 financial planners in San Carlos, California meet our listing bar — a website plus a public review record. They average 4.44★ across 5 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Red Tower Advisors® at 5.0★ across 19 Google reviews.
Showing 5 of 5 · sorted by Google rating
1.
Red Tower Advisors®
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Financial Planning · 1150 White Oak Way, San Carlos, CA 94070
2.
MA Private Wealth, Financial Advisors
★★★★★★★★★★5.0(11 Google reviews)✓ Verified on Google
Financial Planning · 1355 A San Carlos Ave, San Carlos, CA 94070
3.
Golden Gate Financial & Insurance Solutions
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 1395 San Carlos Ave #A, San Carlos, CA 94070
4.
Abacus Wealth Partners
★★★★★★★★★★4.2(5 Google reviews)✓ Verified on Google
Financial Planning · 973 Laurel St, San Carlos, CA 94070
5.
Bank of America Financial Center
★★★★★★★★★★3.0(32 Google reviews)✓ Verified on Google
Financial Planning · 760 Laurel St, San Carlos, CA 94070
Services: advisory
Top financial planners in San Carlos
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Red Tower Advisors® | Financial Planning | 5.0 / 5 | 19 |
| 2 | MA Private Wealth, Financial Advisors | Financial Planning | 5.0 / 5 | 11 |
| 3 | Golden Gate Financial & Insurance Solutions | Financial Planning | 5.0 / 5 | 1 |
| 4 | Abacus Wealth Partners | Financial Planning | 4.2 / 5 | 5 |
| 5 | Bank of America Financial Center | Financial Planning | 3.0 / 5 | 32 |
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.