Financial Planners in San Jose, CA — 48 Firms (2026)
48 financial planners in San Jose, California meet our listing bar — a website plus a public review record. They average 3.19★ across 48 rated firms, and 8 are rated 4.5★ or higher. The highest-rated is Fynanc LLC at 5.0★ across 100 Google reviews.
Showing 48 of 48 · sorted by Google rating
1.
Fynanc LLC
★★★★★★★★★★5.0(100 Google reviews)✓ Verified on Google
Financial Planning · 6475 Camden Ave #201, San Jose, CA 95120
2.
Investy Financial Services
★★★★★★★★★★5.0(29 Google reviews)✓ Verified on Google
Financial Planning · 919 Story Rd #1200, San Jose, CA 95122
3.
Beacon Pointe Advisors
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 2021 The Alameda Ste 390, San Jose, CA 95126
Services: advisory
4.
Patrosso & Associates
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 1777 Hamilton Ave #1000, San Jose, CA 95125
Services: advisory
5.
Financial Journey Partners
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 101 Metro Dr Ste 264, San Jose, CA 95110
Services: advisory
6.
Falcon Wealth Planning
★★★★★★★★★★4.8(16 Google reviews)✓ Verified on Google
Financial Planning · 2570 N First St #200, San Jose, CA 95131
7.
Financial Rescue LLC
★★★★★★★★★★4.7(488 Google reviews)✓ Verified on Google
Financial Planning · 99 S Almaden Blvd #600, San Jose, CA 95113
Services: advisory
8.
Marine Coast Financial
★★★★★★★★★★4.6(5 Google reviews)
Financial Planning · 1936 Camden Ave, San Jose, CA 95124
9.
Bank of America Financial Center
★★★★★★★★★★4.4(14 Google reviews)✓ Verified on Google
Financial Planning · 6490 Camden Ave, San Jose, CA 95120
Services: advisory
10.
BMO Bank N.A Branches
★★★★★★★★★★4.3(17 Google reviews)✓ Verified on Google
Financial Planning · 2910 Stevens Creek Blvd, San Jose, CA 95128
Services: advisory
11.
High Tech Insurance Services
★★★★★★★★★★4.2(10 Google reviews)✓ Verified on Google
Financial Planning · 1669 Flanigan Dr, San Jose, CA 95121
12.
Patelco Credit Union San Jose Almaden
★★★★★★★★★★3.9(15 Google reviews)✓ Verified on Google
Financial Planning · 5185 Cherry Ave #50, San Jose, CA 95118
13.
Bank of America Financial Center
★★★★★★★★★★3.9(7 Google reviews)✓ Verified on Google
Financial Planning · 4190 N First St #10, San Jose, CA 95134
Services: advisory
14.
Bank of America Financial Center
★★★★★★★★★★3.4(56 Google reviews)✓ Verified on Google
Financial Planning · 5710 Cottle Rd, San Jose, CA 95123
Services: advisory
15.
BMO Bank N.A Branches
★★★★★★★★★★3.4(19 Google reviews)✓ Verified on Google
Financial Planning · 908 Blossom Hill Rd, San Jose, CA 95123
Services: advisory
16.
Silicon Valley Wealth Advisors, LLC
★★★★★★★★★★3.4(5 Google reviews)✓ Verified on Google
Financial Planning · 3190 S Bascom Ave #210, San Jose, CA 95124
17.
Bank of America Financial Center
★★★★★★★★★★3.3(65 Google reviews)✓ Verified on Google
Financial Planning · 99 S 4th St, San Jose, CA 95112
Services: advisory
18.
Technology Credit Union
★★★★★★★★★★3.3(43 Google reviews)✓ Verified on Google
Financial Planning · 2010 N First St, San Jose, CA 95131
19.
Fidelity Investments
★★★★★★★★★★3.3(26 Google reviews)✓ Verified on Google
Financial Planning · 4160 N First St, San Jose, CA 95134
20.
Bank of America Financial Center
★★★★★★★★★★3.1(32 Google reviews)✓ Verified on Google
Financial Planning · 5615 Snell Ave, San Jose, CA 95123
Services: advisory
21.
Bank of America Financial Center
★★★★★★★★★★3.0(104 Google reviews)✓ Verified on Google
Financial Planning · 2611 N First St, San Jose, CA 95134
Services: advisory
22.
BMO Bank N.A Branches
★★★★★★★★★★3.0(28 Google reviews)✓ Verified on Google
Financial Planning · 890 N First St, San Jose, CA 95112
Services: advisory
23.
Bank of America Financial Center
★★★★★★★★★★2.9(37 Google reviews)✓ Verified on Google
Financial Planning · 1510 The Alameda, San Jose, CA 95126
Services: advisory
24.
Bank of America Financial Center
★★★★★★★★★★2.8(74 Google reviews)✓ Verified on Google
Financial Planning · 2300 Alum Rock Ave, San Jose, CA 95116
Services: advisory
25.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.8(70 Google reviews)✓ Verified on Google
Financial Planning · 2650 Berryessa Rd, San Jose, CA 95132
Services: advisory
26.
BMO Bank N.A Branches
★★★★★★★★★★2.8(31 Google reviews)✓ Verified on Google
Financial Planning · 3081 McKee Rd, San Jose, CA 95127
Services: advisory
27.
BMO Bank N.A Branches
★★★★★★★★★★2.8(24 Google reviews)✓ Verified on Google
Financial Planning · 1566 Monterey Rd, San Jose, CA 95110
Services: advisory
28.
Bank of America Financial Center
★★★★★★★★★★2.7(59 Google reviews)✓ Verified on Google
Financial Planning · 1058 E Brokaw Rd, San Jose, CA 95131
Services: advisory
29.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(47 Google reviews)✓ Verified on Google
Financial Planning · 1245 Lincoln Ave, San Jose, CA 95125
Services: advisory
30.
Bank of America Financial Center
★★★★★★★★★★2.7(41 Google reviews)✓ Verified on Google
Financial Planning · 2049 Camden Ave, San Jose, CA 95124
Services: advisory
31.
Bank of America Financial Center
★★★★★★★★★★2.7(30 Google reviews)✓ Verified on Google
Financial Planning · 4075 Evergreen Village Square #170, San Jose, CA 95135
Services: advisory
32.
BMO Bank N.A Branches
★★★★★★★★★★2.7(15 Google reviews)✓ Verified on Google
Financial Planning · 1590 Hamilton Ave, San Jose, CA 95125
Services: advisory
33.
BMO Bank N.A Branches
★★★★★★★★★★2.7(7 Google reviews)✓ Verified on Google
Financial Planning · 965 S De Anza Blvd, San Jose, CA 95129
Services: advisory
34.
Bank of America Financial Center
★★★★★★★★★★2.6(30 Google reviews)✓ Verified on Google
Financial Planning · 2975 Meridian Ave, San Jose, CA 95124
Services: advisory
35.
Bank of America Financial Center
★★★★★★★★★★2.6(14 Google reviews)✓ Verified on Google
Financial Planning · 3491 McKee Rd, San Jose, CA 95127
Services: advisory
36.
BMO Bank N.A Branches
★★★★★★★★★★2.6(12 Google reviews)✓ Verified on Google
Financial Planning · 14948 Camden Ave, San Jose, CA 95124
Services: advisory
37.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.5(78 Google reviews)✓ Verified on Google
Financial Planning · 971 Blossom Hill Rd, San Jose, CA 95123
Services: advisory
38.
Bank of America Financial Center
★★★★★★★★★★2.4(59 Google reviews)✓ Verified on Google
Financial Planning · 2225 Quimby Rd, San Jose, CA 95122
Services: advisory
39.
Bank of America (Lobby Service Only)
★★★★★★★★★★2.4(33 Google reviews)✓ Verified on Google
Financial Planning · 1660 S De Anza Blvd, San Jose, CA 95129
Services: advisory
40.
BMO Bank N.A Branches
★★★★★★★★★★2.4(15 Google reviews)✓ Verified on Google
Financial Planning · 6213 Santa Teresa Blvd, San Jose, CA 95119
Services: advisory
41.
Bank of America Financial Center
★★★★★★★★★★2.2(91 Google reviews)✓ Verified on Google
Financial Planning · 1695 Saratoga Ave, San Jose, CA 95129
Services: advisory
42.
Arcadia Recovery Bureau
★★★★★★★★★★2.2(6 Google reviews)
Financial Planning · 1798 Technology Dr STE 130, San Jose, CA 95110
Services: advisory
43.
Bank of America Financial Center
★★★★★★★★★★2.1(82 Google reviews)✓ Verified on Google
Financial Planning · 1107 S King Rd, San Jose, CA 95122
Services: advisory
44.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(67 Google reviews)✓ Verified on Google
Financial Planning · 1707 E Capitol Expy, San Jose, CA 95121
Services: advisory
45.
Bank of America Financial Center
★★★★★★★★★★2.1(60 Google reviews)✓ Verified on Google
Financial Planning · 4150 Monterey Rd, San Jose, CA 95111
Services: advisory
46.
BMO Bank N.A Branches
★★★★★★★★★★2.1(7 Google reviews)✓ Verified on Google
Financial Planning · 77 N Almaden Ave Ste 30, San Jose, CA 95110
Services: advisory
47.
Bank of America Financial Center
★★★★★★★★★★1.9(14 Google reviews)✓ Verified on Google
Financial Planning · 1337 S Winchester Blvd, San Jose, CA 95128
Services: advisory
48.
AUTOFIN USA
★★★★★★★★★★1.5(8 Google reviews)✓ Verified on Google
Financial Planning · 1638 Story Rd, San Jose, CA 95122
Top financial planners in San Jose
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Fynanc LLC | Financial Planning | 5.0 / 5 | 100 |
| 2 | Investy Financial Services | Financial Planning | 5.0 / 5 | 29 |
| 3 | Beacon Pointe Advisors | Financial Planning | 5.0 / 5 | 14 |
| 4 | Patrosso & Associates | Financial Planning | 5.0 / 5 | 13 |
| 5 | Financial Journey Partners | Financial Planning | 5.0 / 5 | 12 |
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.