Financial Planners in Sherman Oaks, CA — 7 Firms (2026)
7 financial planners in Sherman Oaks, California meet our listing bar — a website plus a public review record. They average 3.49★ across 7 rated firms, and 2 are rated 4.5★ or higher. The highest-rated is Standard Lenders - A Reverse Mortgage Company at 5.0★ across 78 Google reviews.
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SL
Financial PlanningSherman Oaks, CA
Financial Planning in Sherman Oaks, California offering financial planning. Rated 5.0★ across 78 Google reviews.
BL
Bankers Life✓ Verified
Financial PlanningSherman Oaks, CA
Financial Planning in Sherman Oaks, California offering financial planning. Rated 4.2★ across 23 Google reviews.
BO
Bank of America ATM (Drive-thru)✓ Verified
Financial PlanningSherman Oaks, CA
Financial Planning in Sherman Oaks, California offering financial planning, and advisory. Rated 3.1★ across 11 Google reviews.
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BMO Bank N.A Branches✓ Verified
Financial PlanningSherman Oaks, CA
Financial Planning in Sherman Oaks, California offering advisory. Rated 2.5★ across 14 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSherman Oaks, CA
Financial Planning in Sherman Oaks, California offering financial planning, and advisory. Rated 2.4★ across 57 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningSherman Oaks, CA
Financial Planning in Sherman Oaks, California offering financial planning, and advisory. Rated 2.2★ across 73 Google reviews.
Top financial planners in Sherman Oaks
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Standard Lenders - A Reverse Mortgage Company✓ | Financial Planning | ★ 5.0 | 78 |
| 2 | ALG Loans | Financial Planning | ★ 5.0 | 38 |
| 3 | Bankers Life✓ | Financial Planning | ★ 4.2 | 23 |
| 4 | Bank of America ATM (Drive-thru)✓ | Financial Planning | ★ 3.1 | 11 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.5 | 14 |
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.