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.
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RT
Red Tower Advisors®✓ Verified
Financial PlanningSan Carlos, CA
Financial Planning in San Carlos, California offering financial planning. Rated 5.0★ across 19 Google reviews.
MP
MA Private Wealth, Financial Advisors✓ Verified
Financial PlanningSan Carlos, CA
Financial Planning in San Carlos, California offering financial planning. Rated 5.0★ across 11 Google reviews.
GG
Financial PlanningSan Carlos, CA
Financial Planning in San Carlos, California offering financial planning.
AW
Abacus Wealth Partners✓ Verified
Financial PlanningSan Carlos, CA
Financial Planning in San Carlos, California offering financial planning. Rated 4.2★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Carlos, CA
Financial Planning in San Carlos, California offering financial planning, and advisory. Rated 3.0★ across 32 Google reviews.
Top financial planners in San Carlos
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Red Tower Advisors®✓ | Financial Planning | ★ 5.0 | 19 |
| 2 | MA Private Wealth, Financial Advisors✓ | Financial Planning | ★ 5.0 | 11 |
| 3 | Golden Gate Financial & Insurance Solutions✓ | Financial Planning | ★ 5.0 | 1 |
| 4 | Abacus Wealth Partners✓ | Financial Planning | ★ 4.2 | 5 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 3.0 | 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.