Financial Planners in Sunnyvale, CA — 7 Firms (2026)
7 financial planners in Sunnyvale, California meet our listing bar — a website plus a public review record. They average 3.30★ across 7 rated firms, and 0 are rated 4.5★ or higher. The highest-rated is Patelco Credit Union Sunnyvale at 4.0★ across 21 Google reviews.
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PC
Patelco Credit Union Sunnyvale✓ Verified
Financial PlanningSunnyvale, CA
Financial Planning in Sunnyvale, California offering financial planning. Rated 4.0★ across 21 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningSunnyvale, CA
Financial Planning in Sunnyvale, California offering financial planning. Rated 4.0★ across 10 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningSunnyvale, CA
Financial Planning in Sunnyvale, California offering financial planning. Rated 3.7★ across 36 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSunnyvale, CA
Financial Planning in Sunnyvale, California offering advisory. Rated 3.6★ across 13 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningSunnyvale, CA
Financial Planning in Sunnyvale, California offering advisory. Rated 2.8★ across 17 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSunnyvale, CA
Financial Planning in Sunnyvale, California offering financial planning, and advisory. Rated 2.7★ across 51 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningSunnyvale, CA
Financial Planning in Sunnyvale, California offering financial planning, and advisory. Rated 2.3★ across 192 Google reviews.
Top financial planners in Sunnyvale
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | Patelco Credit Union Sunnyvale✓ | Financial Planning | ★ 4.0 | 21 |
| 2 | First Republic Bank✓ | Financial Planning | ★ 4.0 | 10 |
| 3 | Fidelity Investments✓ | Financial Planning | ★ 3.7 | 36 |
| 4 | BMO Bank N.A Branches✓ | Financial Planning | ★ 3.6 | 13 |
| 5 | BMO Bank N.A Branches✓ | Financial Planning | ★ 2.8 | 17 |
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.