Financial Planners in Santa Rosa, CA — 13 Firms (2026)
13 financial planners in Santa Rosa, California meet our listing bar — a website plus a public review record. They average 4.18★ across 13 rated firms, and 6 are rated 4.5★ or higher. The highest-rated is Swad Wealth Management at 5.0★ across 12 Google reviews.
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SW
Swad Wealth Management✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning, and advisory. Rated 5.0★ across 12 Google reviews.
KF
Kobrin Financial & Insurance Services✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning, and advisory. Rated 5.0★ across 10 Google reviews.
AP
Arrow Point Wealth Management✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning. Rated 5.0★ across 9 Google reviews.
MB
Miles Brown Asset Management, LLC✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning. Rated 5.0★ across 8 Google reviews.
SC
Sonoma County Wealth Advisors✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning, and advisory. Rated 5.0★ across 6 Google reviews.
PF
Paladin Fiduciary Services LLC✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning. Rated 4.8★ across 18 Google reviews.
CF
Community First Credit Union✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning. Rated 4.2★ across 93 Google reviews.
RC
Redwood Credit Union✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning. Rated 3.9★ across 103 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering advisory. Rated 3.9★ across 19 Google reviews.
PC
Patelco Credit Union Santa Rosa✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning. Rated 3.8★ across 26 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering advisory. Rated 3.8★ across 24 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning, and advisory. Rated 2.9★ across 73 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSanta Rosa, CA
Financial Planning in Santa Rosa, California offering financial planning, and advisory. Rated 2.1★ across 31 Google reviews.
Top financial planners in Santa Rosa
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Swad Wealth Management✓ | Financial Planning | ★ 5.0 | 12 |
| 2 | Kobrin Financial & Insurance Services✓ | Financial Planning | ★ 5.0 | 10 |
| 3 | Arrow Point Wealth Management✓ | Financial Planning | ★ 5.0 | 9 |
| 4 | Miles Brown Asset Management, LLC✓ | Financial Planning | ★ 5.0 | 8 |
| 5 | Sonoma County Wealth Advisors✓ | 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.