Financial Planners in San Rafael, CA — 14 Firms (2026)
14 financial planners in San Rafael, California meet our listing bar — a website plus a public review record. They average 3.99★ across 14 rated firms, and 8 are rated 4.5★ or higher. The highest-rated is Fiduciary Financial Group at 5.0★ across 53 Google reviews.
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FF
Fiduciary Financial Group✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 53 Google reviews.
MJ
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 23 Google reviews.
WP
Wealth Protection Lady, LLC✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 23 Google reviews.
★5.0 (23)
ES
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 14 Google reviews.
MC
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 5.0★ across 6 Google reviews.
ES
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 5.0★ across 5 Google reviews.
W
Wealthspire✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 4.8★ across 5 Google reviews.
MW
Marin Wealth Advisors LLC✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 4.5★ across 8 Google reviews.
RC
Redwood Credit Union✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 4.3★ across 40 Google reviews.
HW
HCM Wealth✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 3.6★ across 5 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 3.0★ across 44 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 2.7★ across 23 Google reviews.
CF
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning. Rated 1.5★ across 17 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningSan Rafael, CA
Financial Planning in San Rafael, California offering financial planning, and advisory. Rated 1.4★ across 9 Google reviews.
Top financial planners in San Rafael
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Fiduciary Financial Group✓ | Financial Planning | ★ 5.0 | 53 |
| 2 | Mary Jo Lafaye at Mutual of Omaha Reverse Mortgage✓ | Financial Planning | ★ 5.0 | 23 |
| 3 | Wealth Protection Lady, LLC✓ | Financial Planning | ★ 5.0 | 23 |
| 4 | Emily S. Chan - Ameriprise Financial Services, LLC✓ | Financial Planning | ★ 5.0 | 14 |
| 5 | Moraes & Cassidy Group | Financial Planning | ★ 5.0 | 6 |
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.