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.
Showing 13 of 13 · sorted by Google rating
1.
Swad Wealth Management
★★★★★★★★★★5.0(12 Google reviews)✓ Verified on Google
Financial Planning · 100 Stony Point Rd Ste 244, Santa Rosa, CA 95401
Services: advisory
2.
Kobrin Financial & Insurance Services
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
Financial Planning · 4849 Old Redwood Hwy, Santa Rosa, CA 95403
Services: advisory
3.
Arrow Point Wealth Management
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 1011 2nd St #100, Santa Rosa, CA 95404
4.
Miles Brown Asset Management, LLC
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Financial Planning · 4863 Old Redwood Hwy B, Santa Rosa, CA 95403
5.
Sonoma County Wealth Advisors
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 884 3rd St Suite A, Santa Rosa, CA 95404
Services: advisory
6.
Paladin Fiduciary Services LLC
★★★★★★★★★★4.8(18 Google reviews)✓ Verified on Google
Financial Planning · 6570 Oakmont Dr #100B, Santa Rosa, CA 95409
7.
Community First Credit Union
★★★★★★★★★★4.2(93 Google reviews)✓ Verified on Google
Financial Planning · 501 College Ave, Santa Rosa, CA 95404
8.
Redwood Credit Union
★★★★★★★★★★3.9(103 Google reviews)✓ Verified on Google
Financial Planning · 1205 N Dutton Ave, Santa Rosa, CA 95401
9.
BMO Bank N.A Branches
★★★★★★★★★★3.9(19 Google reviews)✓ Verified on Google
Financial Planning · 2801 4th St, Santa Rosa, CA 95405
Services: advisory
10.
Patelco Credit Union Santa Rosa
★★★★★★★★★★3.8(26 Google reviews)✓ Verified on Google
Financial Planning · 1965 Cleveland Ave, Santa Rosa, CA 95401
11.
BMO Bank N.A Branches
★★★★★★★★★★3.8(24 Google reviews)✓ Verified on Google
Financial Planning · 260 Coddingtown Center, Santa Rosa, CA 95401
Services: advisory
12.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.9(73 Google reviews)✓ Verified on Google
Financial Planning · 1155 W Steele Ln, Santa Rosa, CA 95403
Services: advisory
13.
Bank of America Financial Center
★★★★★★★★★★2.1(31 Google reviews)✓ Verified on Google
Financial Planning · 2420 Sonoma Ave, Santa Rosa, CA 95405
Services: advisory
Top financial planners in Santa Rosa
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Swad Wealth Management | Financial Planning | 5.0 / 5 | 12 |
| 2 | Kobrin Financial & Insurance Services | Financial Planning | 5.0 / 5 | 10 |
| 3 | Arrow Point Wealth Management | Financial Planning | 5.0 / 5 | 9 |
| 4 | Miles Brown Asset Management, LLC | Financial Planning | 5.0 / 5 | 8 |
| 5 | Sonoma County Wealth Advisors | 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.