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.
Showing 14 of 14 · sorted by Google rating
1.
Fiduciary Financial Group
★★★★★★★★★★5.0(53 Google reviews)✓ Verified on Google
Financial Planning · 1101 Fifth Ave, San Rafael, CA 94901
Services: advisory
2.
Mary Jo Lafaye at Mutual of Omaha Reverse Mortgage
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 1000 4th St #875, San Rafael, CA 94901
Services: advisory
3.
Wealth Protection Lady, LLC
★★★★★★★★★★5.0(23 Google reviews)✓ Verified on Google
Financial Planning · 79 Acacia Ave, San Rafael, CA 94901
Services: advisory
4.
Emily S. Chan - Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(14 Google reviews)✓ Verified on Google
Financial Planning · 914 Mission Ave Ste 4F, San Rafael, CA 94901
Services: advisory
5.
Moraes & Cassidy Group
★★★★★★★★★★5.0(6 Google reviews)
Financial Planning · 7 Mt Lassen Dr, San Rafael, CA 94903
6.
Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1000 4th St Ste 300, San Rafael, CA 94901
Services: advisory
7.
Wealthspire
★★★★★★★★★★4.8(5 Google reviews)✓ Verified on Google
Financial Planning · 100 Smith Ranch Rd #300, San Rafael, CA 94903
8.
Marin Wealth Advisors LLC
★★★★★★★★★★4.5(8 Google reviews)✓ Verified on Google
Financial Planning · 4040 Civic Center Dr Suite 200, San Rafael, CA 94903
Services: advisory
9.
Redwood Credit Union
★★★★★★★★★★4.3(40 Google reviews)✓ Verified on Google
Financial Planning · 209 3rd St, San Rafael, CA 94901
10.
HCM Wealth
★★★★★★★★★★3.6(5 Google reviews)✓ Verified on Google
Financial Planning · 1101 Fifth Ave #160, San Rafael, CA 94901
Services: advisory
11.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★3.0(44 Google reviews)✓ Verified on Google
Financial Planning · 1000 4th St, San Rafael, CA 94901
Services: advisory
12.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.7(23 Google reviews)✓ Verified on Google
Financial Planning · 30 Smith Ranch Rd, San Rafael, CA 94903
Services: advisory
13.
Cornerstone Financial Services
★★★★★★★★★★1.5(17 Google reviews)
Financial Planning · 4310 Redwood Hwy Ste 100, San Rafael, CA 94903
14.
Bank of America ATM
★★★★★★★★★★1.4(9 Google reviews)✓ Verified on Google
Financial Planning · 190 Northgate Dr One, San Rafael, CA 94903
Services: advisory
Top financial planners in San Rafael
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Fiduciary Financial Group | Financial Planning | 5.0 / 5 | 53 |
| 2 | Mary Jo Lafaye at Mutual of Omaha Reverse Mortgage | Financial Planning | 5.0 / 5 | 23 |
| 3 | Wealth Protection Lady, LLC | Financial Planning | 5.0 / 5 | 23 |
| 4 | Emily S. Chan - Ameriprise Financial Services, LLC | Financial Planning | 5.0 / 5 | 14 |
| 5 | Moraes & Cassidy Group | Financial Planning | 5.0 / 5 | 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.