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.
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FL
Fynanc LLC✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 5.0★ across 100 Google reviews.
IF
Investy Financial Services✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 5.0★ across 29 Google reviews.
BP
Beacon Pointe Advisors✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 5.0★ across 14 Google reviews.
PA
Patrosso & Associates✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 5.0★ across 13 Google reviews.
FJ
Financial Journey Partners✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
FW
Falcon Wealth Planning✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 4.8★ across 16 Google reviews.
FR
Financial Rescue LLC✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 4.7★ across 488 Google reviews.
MC
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 4.6★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 4.4★ across 14 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 4.3★ across 17 Google reviews.
HT
High Tech Insurance Services✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 4.2★ across 10 Google reviews.
PC
Patelco Credit Union San Jose Almaden✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 3.9★ across 15 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 3.9★ across 7 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 3.4★ across 56 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 3.4★ across 19 Google reviews.
SV
Silicon Valley Wealth Advisors, LLC✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 3.4★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 3.3★ across 65 Google reviews.
TC
Technology Credit Union✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 3.3★ across 43 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 3.3★ across 26 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 3.1★ across 32 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 3.0★ across 104 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 3.0★ across 28 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.9★ across 37 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.8★ across 74 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.8★ across 70 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 2.8★ across 31 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 2.8★ across 24 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.7★ across 59 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.7★ across 47 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.7★ across 41 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.7★ across 30 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 2.7★ across 15 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 2.7★ across 7 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.6★ across 30 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.6★ across 14 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 2.6★ across 12 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.5★ across 78 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.4★ across 59 Google reviews.
BO
Bank of America (Lobby Service Only)✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.4★ across 33 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 2.4★ across 15 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.2★ across 91 Google reviews.
AR
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.2★ across 6 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.1★ across 82 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.1★ across 67 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 2.1★ across 60 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering advisory. Rated 2.1★ across 7 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning, and advisory. Rated 1.9★ across 14 Google reviews.
AU
AUTOFIN USA✓ Verified
Financial PlanningSan Jose, CA
Financial Planning in San Jose, California offering financial planning. Rated 1.5★ across 8 Google reviews.
Top financial planners in San Jose
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Fynanc LLC✓ | Financial Planning | ★ 5.0 | 100 |
| 2 | Investy Financial Services✓ | Financial Planning | ★ 5.0 | 29 |
| 3 | Beacon Pointe Advisors✓ | Financial Planning | ★ 5.0 | 14 |
| 4 | Patrosso & Associates✓ | Financial Planning | ★ 5.0 | 13 |
| 5 | Financial Journey Partners✓ | Financial Planning | ★ 5.0 | 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.