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.
Showing 7 of 7 · sorted by Google rating
1.
Patelco Credit Union Sunnyvale
★★★★★★★★★★4.0(21 Google reviews)✓ Verified on Google
Financial Planning · 332 W El Camino Real, Sunnyvale, CA 94087
2.
First Republic Bank
★★★★★★★★★★4.0(10 Google reviews)✓ Verified on Google
Financial Planning · 201 W El Camino Real, Sunnyvale, CA 94087
3.
Fidelity Investments
★★★★★★★★★★3.7(36 Google reviews)✓ Verified on Google
Financial Planning · 398 W El Camino Real Ste 102, Sunnyvale, CA 94087
4.
BMO Bank N.A Branches
★★★★★★★★★★3.6(13 Google reviews)✓ Verified on Google
Financial Planning · 615 Tasman Dr, Sunnyvale, CA 94089
Services: advisory
5.
BMO Bank N.A Branches
★★★★★★★★★★2.8(17 Google reviews)✓ Verified on Google
Financial Planning · 380 S Mathilda Ave, Sunnyvale, CA 94086
Services: advisory
6.
Bank of America Financial Center
★★★★★★★★★★2.7(51 Google reviews)✓ Verified on Google
Financial Planning · 1310 S Mary Ave, Sunnyvale, CA 94087
Services: advisory
7.
Bank of America Financial Center
★★★★★★★★★★2.3(192 Google reviews)✓ Verified on Google
Financial Planning · 921 E Arques Ave, Sunnyvale, CA 94085
Services: advisory
Top financial planners in Sunnyvale
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Patelco Credit Union Sunnyvale | Financial Planning | 4.0 / 5 | 21 |
| 2 | First Republic Bank | Financial Planning | 4.0 / 5 | 10 |
| 3 | Fidelity Investments | Financial Planning | 3.7 / 5 | 36 |
| 4 | BMO Bank N.A Branches | Financial Planning | 3.6 / 5 | 13 |
| 5 | BMO Bank N.A Branches | Financial Planning | 2.8 / 5 | 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.