Financial Planners in Santa Clara, CA — 10 Firms (2026)
10 financial planners in Santa Clara, California meet our listing bar — a website plus a public review record. They average 3.34★ across 10 rated firms, and 3 are rated 4.5★ or higher. The highest-rated is Eddie Lee - Edelman Financial Engines at 5.0★ across 27 Google reviews.
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EL
Eddie Lee - Edelman Financial Engines✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning, and advisory. Rated 5.0★ across 27 Google reviews.
AW
Altura Wealth Advisors✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning. Rated 4.8★ across 8 Google reviews.
EF
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning, and advisory.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning, and advisory. Rated 3.6★ across 45 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering advisory. Rated 3.2★ across 27 Google reviews.
SF
SVB Financial Group✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning. Rated 3.2★ across 21 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning, and advisory. Rated 2.4★ across 118 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning, and advisory. Rated 2.3★ across 167 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning, and advisory. Rated 2.1★ across 42 Google reviews.
EF
Financial PlanningSanta Clara, CA
Financial Planning in Santa Clara, California offering financial planning. Rated 2.1★ across 9 Google reviews.
Top financial planners in Santa Clara
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Eddie Lee - Edelman Financial Engines✓ | Financial Planning | ★ 5.0 | 27 |
| 2 | Altura Wealth Advisors✓ | Financial Planning | ★ 4.8 | 8 |
| 3 | Edelman Financial Engines✓ | Financial Planning | ★ 4.7 | 3 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 3.6 | 45 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.2 | 27 |
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.