Financial Planners in Santa Maria, CA — 5 Firms (2026)
5 financial planners in Santa Maria, California meet our listing bar — a website plus a public review record. They average 3.62★ across 5 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Ogden Wealth Management & Services at 5.0★ across 2 Google reviews.
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Financial PlanningSanta Maria, CA
Financial Planning in Santa Maria, California offering financial planning.
CC
Financial PlanningSanta Maria, CA
Financial Planning in Santa Maria, California offering financial planning. Rated 4.9★ across 35 Google reviews.
TD
Financial PlanningSanta Maria, CA
Financial Planning in Santa Maria, California offering financial planning. Rated 4.2★ across 10 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Maria, CA
Financial Planning in Santa Maria, California offering financial planning, and advisory. Rated 2.1★ across 54 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Maria, CA
Financial Planning in Santa Maria, California offering financial planning, and advisory. Rated 1.9★ across 69 Google reviews.
Top financial planners in Santa Maria
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Ogden Wealth Management & Services | Financial Planning | ★ 5.0 | 2 |
| 2 | Creations Coastal Financial & Insurance Services✓ | Financial Planning | ★ 4.9 | 35 |
| 3 | Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC✓ | Financial Planning | ★ 4.2 | 10 |
| 4 | Bank of America Financial Center✓ | Financial Planning | ★ 2.1 | 54 |
| 5 | Bank of America Financial Center✓ | Financial Planning | ★ 1.9 | 69 |
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.